You Supply the Vision; We Provide Everything Else
Whether you plan to create a new private foundation, or have already established one, your philanthropy can be more effective and efficient when you have a team of experts to support the operations of your foundation, assist with compliance and nurture your legacy.
As Foundation Source has facilitated billions of dollars in charitable grants for thousands of private foundations, we've seen impact across numerous causes. Here’s a breakdown of how family and corporate philanthropists have deployed their capital over the last two
As the situation continues to unfold in Ukraine, we’ve seen a significant uptick in giving among private foundations. Here’s a look at the key takeaways and giving trends that have emerged in the past 5 weeks as our clients make grants to help provide critical care.
How to Take Inventory in a Changing Environment
Whether there’s a shift in societal norms, urgent community needs, a humanitarian crisis, a natural disaster, or a pandemic, today’s changing environment reminds givers of the importance of a philanthropy refresh by assessing their strategy and grantmaking prioritie
If you feel like helping clients give their money away is counterintuitive–or counterproductive–to the value you can provide as a financial advisor, there’s an important case to be made for why, and how, charitable expertise fits into a wealth management practice.
Combine a private foundation with a donor-advised fund for philanthropic and financial synergy.
When families and their advisors contemplate establishing a charitable vehicle, they often compare and contrast the advantages of private foundations and donor-advised funds (DAFs).
Jacki Zehner, Chief Engagement Officer of Women Moving Millions and President of The Jacqueline and Gregory Zehner Foundation, and Dr. Debra Mesch, Director of the Women’s Philanthropy Institute
A discussion about gender difference in giving and their significance as more women take the help to effect social change
You Supply the Vision; We Provide Everything Else
Whether you plan to create a new private foundation, or have already established one, your philanthropy can be more effective and efficient when you have a team of experts to support the operations of your foundation, assist with compliance and nurture your legacy.
A Forbes Top Advisor Discussion at the 2020 Virtual Top Advisors Summit
Watch as Josh Stamer, Foundation Source Senior Managing Director, and Zach Stagg, Hollencrest VP of Private Client Services, discuss the critical differences between private foundations and donor-advised funds.
