Kids Not Ready for Their Inheritance? Consider a Private Foundation
This article by Foundation Source Chief Marketing Officer Hannah Grove appeared in April 4, 2021 in Kiplinger. Read Article
For Clients Wanting Active Philanthropy, Consider a Foundation
This article by Foundation Source Chief Marketing Office Hannah Grove appeared April 5, 2021 in Advisorpedia. Read Article
Helping Families Make the Most of Their Philanthropy
Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family […]
Preserving Family Wealth and Unity with a Private Foundation
For families of means, there are plenty of reasons to establish a private foundation: tax savings, control over assets, and […]
Five Questions for Clients Growing Their Private Foundations
This article by Foundation Source National Director of Philanthropic Services, Elizabeth Wong, appeared in the February 23 issue of Wealth […]
Foundation Source Names Sunil Garga President and Chief Executive Officer
FAIRFIELD, Conn., Feb. 10, 2021 – Foundation Source, the nation’s largest provider of comprehensive support services to private foundations, today announces […]
Wealth Management Article by Foundation Source: Giving in the Time of COVID
In a recent Foundation Source survey that we conducted with our private foundation clients, we learned that the challenges of […]
Wealth Planning: More Fruitful Client Conversations Around Philanthropy
This article by Foundation Source Chief Marketing Officer Hannah Grove appeared 12/01/20 on WealthPlanning.com. Read Article
“Philanthropy Daily” – Giving to Individuals
In this article by Foundation Source Chief Legal Officer Jeffrey D. Haskell, learn how private foundations did more with their […]
“Financial Advisor”: Private Foundations Respond to COVID Needs
Private foundations are changing their giving patterns during the pandemic, specifically by giving directly to individuals, according to a recent […]
