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Getting to Know Foundation Source

Product Briefs

The Modern Operating System for Donor-Advised Funds

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

Turnkey Branded DAF Programs For Nonprofits

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

Product Briefs

Turnkey Branded DAF Programs for Wealth Managers

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

Product Briefs

Maximize Your Philanthropic Impact with a Foundation Source Donor-Advised Fund

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 Webinars Videos

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,…

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Resource Hub

7 WAYS CHARITABLE PLANNING CAN ELEVATE AN ADVISORY PRACTICE

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

13 Critical Questions to Consider