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Getting to Know Foundation Source

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The TPI Study of the Philanthropic Conversation – Executive Summary

Understanding Advisor Approaches and Client Expectations

Reports & Surveys

April 16, 2026

The TPI Study of the Philanthropic Conversation – Full Report

Understanding Advisor Approaches & Client Expectations

Understanding advisor approaches and client expectations as it pertains to philanthropic giving.

On-Demand Webinars Videos

Charitable Giving Tax Benefits 101: Fast Facts

Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies for maximizing the impact of…

White Papers

A Guide to Structuring and Managing a Foundation Board

AN OVERVIEW FOR PRIVATE FOUNDATIONS THAT ARE ESTABLISHED AND ADMINISTERED BY FOUNDATION SOURCE

One of the great things about having a private foundation is that you get to choose your board structure and decide who initially sits on…

Infographics

2026 Donor Survey – Funding in Focus

Discover what we heard from our private foundation and donor-advised fund clients as they gear up for giving this year.

Infographics

7 Ways To Elevate Your Advisory Practice

DISCOVER THE PHILANTHROPY ADVANTAGE

Here are seven ways philanthropy services can elevate your offering.

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Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs

LAUNCH YOUR IMPACT WITH FS CHARITABLE FUND’S FISCAL SPONSORSHIP

Looking to quickly secure tax-deductible funding for your charitable project—even if your organization isn’t recognized as a 501(c)(3) charity? FS Charitable Fund makes it possible.

Reports & Surveys

2025 Report on Private Philanthropy

Giving and Investment Trends Within Private Foundations

Whether you are a foundation, an individual donor, an advisor or a nonprofit leader, we hope this report equips you with actionable intelligence to navigate…

Articles

What Advisors Need to Know About Charitable Planning Before The End of The Year – Webinar Q&A

Private foundations can make grants to for-profit organizations (FPOs), but the rules are nuanced. To help wealth managers best guide their charitable clients, Foundation Source’s…

Articles

What Advisors Need to Know About Charitable Planning Before The End of The Year – Key Takeaways

For charitable clients with private foundations, did you know that they can make grants to for-profit organizations (FPOs)? However, the rules are complex. Advisors who…

The TPI Study of the Philanthropic Conversation – Executive Summary

Latest TPI Study Finds Philanthropy Central to Advisor-Client Relationships, with Room to Improve Engagement

The TPI Study of the Philanthropic Conversation – Executive Summary

Resource Hub

Getting to Know Foundation Source

The TPI Study of the Philanthropic Conversation – Executive Summary

Understanding Advisor Approaches and Client Expectations

The TPI Study of the Philanthropic Conversation – Full Report

Understanding Advisor Approaches & Client Expectations

Charitable Giving Tax Benefits 101: Fast Facts

A Guide to Structuring and Managing a Foundation Board

AN OVERVIEW FOR PRIVATE FOUNDATIONS THAT ARE ESTABLISHED AND ADMINISTERED BY FOUNDATION SOURCE

2026 Donor Survey – Funding in Focus

7 Ways To Elevate Your Advisory Practice

DISCOVER THE PHILANTHROPY ADVANTAGE

Fiscal Sponsorship: Helping Changemakers Respond Quickly to Temporary or Targeted Needs

LAUNCH YOUR IMPACT WITH FS CHARITABLE FUND’S FISCAL SPONSORSHIP

2025 Report on Private Philanthropy

Giving and Investment Trends Within Private Foundations

What Advisors Need to Know About Charitable Planning Before The End of The Year – Webinar Q&A

What Advisors Need to Know About Charitable Planning Before The End of The Year – Key Takeaways

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