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Brochures

Getting to Know Foundation Source

The Philanthropy Advantage – 7 Ways Charitable Planning Can Elevate Your Practice

Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a…

White Papers

The Philanthropy Advantage

7 WAYS CHARITABLE PLANNING CAN ELEVATE AN ADVISORY PRACTICE

Here's seven key ways philanthropy services elevate advisory practices.

On-Demand Webinars Videos

Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles

Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle, such as a private foundation, donor-advised fund (DAF), or…

eBooks

Loyalty That Lasts, Growth That Endures: The Power of Philanthropy Services

In the rapidly evolving wealth management sector, providing philanthropy services is becoming an essential component in offering holistic financial planning. This not only fulfills the…

benefits-offering-foundation-services-header

White Papers

Benefits of Offering Private Foundation Services

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

Wealth managers have much to gain when engaging their clients around their choice of charitable vehicle.

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…

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Cookie	Duration	Description
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Cookie	Duration	Description
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Cookie	Duration	Description
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_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
CLID	1 year	Microsoft Clarity set this cookie to store information about how visitors interact with the website. The cookie helps to provide an analysis report. The data collection includes the number of visitors, where they visit the website, and the pages visited.
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Cookie	Duration	Description
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personalization_id	2 years	Twitter sets this cookie to integrate and share features for social media and also store information about how the user uses the website, for tracking and targeting.
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VISITOR_INFO1_LIVE	5 months 27 days	A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
VISITOR_PRIVACY_METADATA	6 months	YouTube sets this cookie to store the user's cookie consent state for the current domain.
YSC	session	YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
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