Foundation Source In Brief
Get a quick overview of how Foundation Source makes having a private foundation satisfying, rewarding and easy.
10 Things You Didn’t Know You Could Do With Your Foundation
The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy. Learn more.
Getting Started: A Guide for Attorneys
Helping Lawyers Say “Yes” to Clients Who Are Considering a Private Foundation
Private Foundations vs. Donor-Advised Funds for Advisors
10 Reasons Why Today’s Private Foundation May Be a Better Choice for Your Philanthropic Clients
Charitable Vehicle Guide
When meeting with high-net-worth clients and prospects, they increasingly expect that philanthropy will be included as a topic of discussion. This guide provides an overview of five methods of charitable giving. It is intended to help you understand which approach might be best suited for your clients’ financial and philanthropy goals.
Client Survey on Philanthropic Advice – October 2015
This new survey from Foundation Source shows how donors engage (or fail to engage) their financial advisors around philanthropy.
