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White Papers

August 15, 2025

Benefits of Offering Private Foundation Services

Wealth Managers Have Much to Gain When Engaging Their Clients Around Their Choice of Charitable Vehicle

Much has been written about the benefits that clients derive from discussing their philanthropic goals with their wealth managers; much less has been said about…

Checklists

Donor Checklist: Donor-Advised Funds vs. Private Foundations

13 Critical Questions to Consider

Donor-advised funds (DAFs) and private foundations are two of the most popular charitable giving vehicles. They both offer unique advantages that can help with strategic,…

Checklists

Advisor Checklist: Donor-Advised Funds vs. Private Foundations

13 Critical Questions to Go Thru With Your Clients

Advisors often recommend a charitable vehicle for their philanthropic clients as part of their overall wealth management strategy. Donor-advised funds (DAFs) and private foundations are…

Product Briefs

New Premier Services

Foundation Source recently acquired Pacific Foundation Services, a foundation management organization based in San Francisco providing philanthropic strategy, grants management, and enhanced accounting support to…

White Papers

Outsourced Philanthropy: A Smarter Approach for Family Offices

Outsourcing is a powerful and flexible option for family offices that can complement and extend existing operations to better meet family needs. While philanthropy plays…

Articles

July 31, 2025

Navigating the One Big Beautiful Bill Act: Key Tax Changes for Exempt Organizations

The One Big Beautiful Bill, enacted in 2025, introduces significant tax changes affecting tax-exempt organizations and charitable giving, with most provisions effective after December 31,…

Infographics

Philanthropists in Flux

What’s on the minds of today’s donors as they navigate uncertain times?

Articles

July 9, 2025

Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations for Foundations – Q&A

In addition to their more common practice of granting to charities, private foundations have the unique capability of making direct grants to individuals (GTIs), which…

Articles

July 9, 2025

Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations for Foundations – Key Takeaways

While it’s commonly known that private foundations can grant to charities, disaster relief and nonprofit organizations, many donors and advisors aren’t aware that foundations can…

On-Demand Webinars Videos

June 18, 2025

Ask Us Anything: Navigating a Rapidly Changing Landscape

From executive orders to new requirements for federal funding, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry…

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Resource Hub

Wealth Managers Have Much to Gain When Engaging Their Clients Around Their Choice of Charitable Vehicle

13 Critical Questions to Consider

13 Critical Questions to Go Thru With Your Clients

What’s on the minds of today’s donors as they navigate uncertain times?