Resources

Brochures

Getting to Know Foundation Source

White Papers

The Philanthropy Advantage

7 WAYS CHARITABLE PLANNING CAN ELEVATE AN ADVISORY PRACTICE

Philanthropy is no longer a niche topic limited to year-end tax discussions. For today’s wealth management clients, charitable giving is an essential expression of their…

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

Much has been written about the benefits that clients derive from discussing their philanthropic goals with their wealth managers; much less has been said about…

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…

Product Briefs

What’s on the minds of today’s donors as they navigate uncertain times?

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