Driving Change

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Apply business-like thinking and get more from your giving.

Foundation Planning Guide

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Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.

Getting Started with Foundation Source

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Learn how Foundation Source works with wealth managers and financial advisors to help them serve their private foundation clients.

Philanthropic Advisory Services

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Get expert philanthropic guidance for private foundations on mission development, grantmaking strategies, and improving family dynamics.

Foundation Planning Guide

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This guide will help wealth advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered

Foundation Transitions

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Prepare for common inflection points, including bringing in the next generation, an increase of assets, change in leadership or staff, and dispersal of family members.

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.