Resources - Foundation Source

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Brochures

Getting to Know Foundation Source

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Articles

Succession Planning For Private Foundations

HOW TO BUILD A LEGACY THAT LASTS WHEN THERE’S NO OBVIOUS SUCCESSOR

One of the most personal questions in philanthropy isn’t about which causes to fund or how to structure grants—it’s about what happens to your foundation…

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Articles

Exploring Popular Ways to Give:

A COMPARISON OF CHARITABLE GIVING VEHICLES

Charitable giving can take different forms–some offering significant tax and financial advantages–and many donors use a combination of giving vehicles…

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Articles

Scholarship and Fellowship Programs

HELP DESERVING INDIVIDUALS REACH THEIR FULL POTENTIAL

Your foundation can help deserving individuals pay for study, research, or travel. However, the noblest of intentions are not free from legal and compliance hurdles. Many donors are…

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Product Briefs

Share The Gift of Giving with Grant Certificates

Perfect for any recipient and any occasion, private foundations can pass on the joy of philanthropy to others

Foundation Source’s Grant Certificates make it fun and easy to share the joy of grantmaking with others who are not officially part of the foundation.…

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Articles

Charitable Giving Tax Benefits 101: FAST FACTS – Q&A

As a complement to the webinar discussion, this Q&A addresses questions on topics ranging from whether it makes sense to maintain both a private foundation…

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Articles

Charitable Giving Tax Benefits 101: FAST FACTS – Key Takeaways

These key takeaways offer a quick overview highlighting the most important insights from the webinar to help navigate the differences between private foundations, donor-advised funds…

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Articles

Ask the Experts: Retaining NextGen Clients with Philanthropy – Q&A

This Q&A digs deeper into the webinar discussion, tackling questions on topics including why younger donors require a different advisory approach, how philanthropy can serve…

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Articles

Ask the Experts: Retaining NextGen Clients with Philanthropy – Key Takeaways

These key takeaways offer essential insights from the webinar, giving advisors a clear framework for engaging next-gen clients through philanthropy. Topics range from generational differences…

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On-Demand Webinars Videos

Teaming Up for Education: Mobilizing Investment Through the FIFA Global Citizen Education Fund Ahead of the World Cup

In a recent survey, almost half of our clients cited education as the top cause they care about. That’s why Foundation Source is excited to…

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Articles

Exploring The Hidden Tax Benefits of Charitable Vehicles – Q&A

For a deeper look at how charitable vehicles work in practice, this Q&A draws from questions addressed by Foundation Source experts during the webinar. It…