Client Case Study: Awards Programs
Discover how a corporate foundation leveraged Foundation Source to design a cash awards program that incentivized STEM students and steered clear of compliance issues.
Client Case Study: Matching Gift Program
Explore a custom solution for a family foundation’s complex, high-volume, gift-matching program.
Client Case Study: Supporting Shelter Volunteers
Learn how Foundation Source enabled its client to support a nonprofit’s dedicated volunteers.
Client Case Study: Organizing and Informing Giving
Discover how Foundation Source’s research tools transformed the way our client makes her grants.
Client Case Study: Preserving Anonymity
Learn how an innovative solution from Foundation Source helped a client protect their family’s privacy while bringing comfort to those who grieve.
State Filing Requirements for Private Foundations
Get guidance around the considerations.
10 Rules Every Foundation Should Know About Compliance
Foundation Source IRS regulations are often complicated and sometimes gray. Learn 10 basic rules on foundation compliance.
Private Foundations and Donor-Advised Funds
Review these important distinctions before making a recommendation.
Creating A Mission Statement
Learn why you should create a mission statement—but not necessarily right away.
Form 1023: Proceed with Caution
Understand the potential pitfalls when completing Form 1023 for exempt status.