Philanthropy in Transition
In September 2021, we sat down with leading experts in tax exempt organizations and philanthropy to have a timely conversation […]
Client Case Studies
Learn how Foundation Source clients bring their philanthropic visions to life.
Client Case Study: Direct Charitable Activities
Discover how Foundation Source helped a client achieve his philanthropic goals while preserving more capital for mission.
Client Case Study: Building a Legacy to Last
Explore how a Foundation Source client used her foundation to award scholarships, cementing ties to her home community and building an enduring family legacy.
Client Case Study: Literacy Partnership
Learn how Foundation Source connected a client to a unique opportunity to advance childhood literacy.
Client Case Study: Donating Real Estate for Charitable Use
Discover how the philanthropic capabilities of a private foundation helped one client save an architecturally significant house.
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.