Resource Library

Get a quick overview of how Foundation Source makes having a private foundation satisfying, rewarding and easy.

The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy. Learn more.

Helping Lawyers Say “Yes” to Clients Who Are Considering a Private Foundation

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.

This new survey from Foundation Source shows how donors engage (or fail to engage) their financial advisors around philanthropy.

This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.