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.
Client Case Study: Preserving Anonymity
Learn how an innovative solution from Foundation Source helped a client protect their family’s privacy while bringing comfort to those who grieve.
Client Case Study: Reducing a Corporate Foundation’s Workload
Learn how Foundation Source’s online grants management solution streamlined the entire process.
Client Case Study: Spreading Cultural Awareness
Learn how a Foundation Source client funded a documentary through their private foundation.
Is a Private Foundation Right for You – Morgan Stanley
Critical considerations between a private foundation and a donor-advised fund and how to decide which charitable vehicle is the right choice.
Foundation Planning Guide – Morgan Stanley
Scenarios where a private foundation can be used for wealth planning, tax planning, and estate planning while giving back to Society.