
Reports & Surveys
Giving + Investment Trends within Private Foundations
Foundation Source conducted a year-over-year analysis of the grantmaking and investing activity of more than 1,100 private, non-operating foundations within our client base. The organizations…
On-Demand WebinarsVideos
Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist build a legacy that lasts…

On-Demand WebinarsVideos
From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is an opportune time for wealth…

White Papers
VISIBILITY, ACHIEVED THOUGHTFULLY, CAN AMPLIFY AND STREAMLINE YOUR GIVING
If you’re thinking of starting a private foundation, you’re not alone if you’re wondering whether to share your philanthropic efforts or keep them under the…
Product Briefs
Leverage world-class technology and industry-leading infrastructure to modernize your donor-advised fund (DAF) program with DAF OS—a complete, programmable administration platform for DAF-sponsoring public charities. This…

Product Briefs
Activate your major donors to support your mission more powerfully with a white-labeled donor-advised fund (DAF) program1 that makes giving…

Product Briefs
Launch a powerful, white-labeled donor-advised fund (DAF) program¹ for your firm with custom investments, automated back office, and premier philanthropic…

Product Briefs
Looking for a way to maximize your charitable impact? A Foundation Source Donor-Advised Fund (DAF)1 delivers a seamless experience that empowers strategic, intentional giving. Donor-advised…

On-Demand WebinarsVideos
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…
