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

Get answers to common questions about private foundations.

Compare the tax advantages, philanthropic options, and operational differences of the two charitable vehicles.

Get guidance around the considerations.

Foundation Source IRS regulations are often complicated and sometimes gray. Learn 10 basic rules on foundation compliance.

Plan for a transition of foundation leadership.

Learn how to navigate the transition from founder-led private foundation to one that includes other family members and the next generation.

Learn why you should create a mission statement—but not necessarily right away.

Consider giving foundation members a portion of funds to donate as individuals.

Understand which type of private foundation would be best suited to accomplish your charitable mission.