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Getting to Know Foundation Source

March 27, 2025

From Fundamentals to Compliance: Exploring The Best Practices of a “Well-Run” Foundation

Join our in-house experts Kimberly Scott and Jeannea Varrichio who will share their unique insights and examples that have served our private foundation clients well.

On-Demand Webinars Videos

March 21, 2025

Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations – Webinar Replay

Join our Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to…

Infographics

NextGen Giving Thru Their Eyes

How Gen Z and Millennials View Charitable Giving

eBooks

A Buyer’s Guide to Impactful Private Foundation Management

WHAT TO LOOK FOR WHEN SEARCHING FOR A TRUSTED PARTNER FOR OUTSOURCED CHARITABLE GIVING SOLUTIONS

Think you might need a better philanthropic solution, but not sure where to start? Keep this buyer’s guide close as you complete your vendor research.

FS-Blog-How-PF-Can-Avoid-the-Compliance-Pitfalls

Articles

How Private Foundations Can Avoid the Compliance Pitfalls of Fundraisers and Galas

NAVIGATING THE LEGAL ISSUES FROM THE IMPROPER USE OF FOUNDATION TICKETS

Fundraisers such as dinners, galas and concerts are popular with both donors and charities alike. However, if one chooses to pay for tickets to these…

Be Giving - Season 2 Podcasts

Disaster Philanthropy: An Increasingly Important Field of Giving

Episode 6, Season 2 | Featuring Regine Webster

In our discussion, we discuss what disaster philanthropy means and how philanthropy can provide support for disaster-related challenges

White Papers

5 Reasons Philanthropy Is An Untapped Growth Engine

ELEVATE YOUR WEALTH PRACTICE BY SEAMLESSLY BLENDING CHARITABLE GIVING INTO FINANCIAL PLANNING

Financial services providers looking for ways to grow business may be missing out on an opportunity that is right under their noses. Today’s wealthy families…

Be Giving - Season 2 Podcasts

VUCA—What Is It and What Role Does It Play in Philanthropy?

Episode 5, Season 2 | Featuring Suzanne Elise Walsh

In our discussion, we discuss how nonprofits and funders can build transparent, effective relationships that lead to better results

Be Giving - Season 2 Podcasts

How the 1% Lives: Tales of Billionaire Philanthropy

Episode 4, Season 2 | Featuring Kerry Dolan

In our discussion, we examine the world's wealthiest people and their philanthropic legacies

eBooks

The Secret to Joyful Giving

STRATEGIES AND RESOURCES TO HELP PHILANTHROPISTS AND FAMILIES GET IN THE SPIRIT OF THE GIVING SEASON

The giving season is almost here, but if you feel like you might be missing out on some of the excitement, you’re not alone. Although…

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Resource Hub

How Gen Z and Millennials View Charitable Giving

WHAT TO LOOK FOR WHEN SEARCHING FOR A TRUSTED PARTNER FOR OUTSOURCED CHARITABLE GIVING SOLUTIONS

NAVIGATING THE LEGAL ISSUES FROM THE IMPROPER USE OF FOUNDATION TICKETS

Episode 6, Season 2 | Featuring Regine Webster

ELEVATE YOUR WEALTH PRACTICE BY SEAMLESSLY BLENDING CHARITABLE GIVING INTO FINANCIAL PLANNING

Episode 5, Season 2 | Featuring Suzanne Elise Walsh

Episode 4, Season 2 | Featuring Kerry Dolan

STRATEGIES AND RESOURCES TO HELP PHILANTHROPISTS AND FAMILIES GET IN THE SPIRIT OF THE GIVING SEASON