Tailored Solutions for Your Specific Needs.
Learn how Foundation Source works with attorneys to help them serve their private foundation clients.
Apply business-like thinking and get more from your giving.
Identify scenarios where a private foundation can be useful for wealth planning, tax planning, and estate planning, while giving back to society.
Discover outsourced support services for CSR, corporate giving programs, and corporate foundations.
Learn how Foundation Source works with wealth managers and financial advisors to help them serve their private foundation clients.
Get expert philanthropic guidance for private foundations on mission development, grantmaking strategies, and improving family dynamics.
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
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.
Compare five methods of charitable giving and discover which approach might be best suited to your clients’ financial and philanthropic goals.