Client Case Studies

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Learn how Foundation Source clients bring their philanthropic visions to life.

Private Foundations & Donor-Advised Funds

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At the most basic level, the difference between a DAF and a private foundation is the construct, or form, in which each entity is created and operated.

Tips for the Talk

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Improve your client conversations around philanthropy with these valuable tips.

Charitable Vehicle Guide

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Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.