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