Foundation Source Wins “Best Philanthropic Offering” at Family Wealth Report Awards 2014
Awards recognize innovation and excellence.
Foundation Source Helps Private Foundations Assess IRS Compliance Exposure with Free Online Tool
Customized report, delivered instantly via email, outlines “yellow flag” areas for foundations and cites relevant IRS rules to help them remain compliant.
New Survey from Foundation Source Gets Donors’ Perspective on Philanthropy’s “Hot-Button” Issues
Findings provide insight around key issues such as strategic philanthropy, collaboration, and impact investing
Foundation Source Launches Comprehensive Outsourced Services for Corporate Foundations
White paper on corporate foundation compliance available online.
Foundation Source’s Second Annual Report on Private Foundations
Increased Grantmaking, Strong Investment Returns, and Contributions from Living Donors Create a New Narrative about Private Foundation Behavior
The International Association of Advisors in Philanthropy (AiP) and Foundation Source Form Strategic Alliance
AIP members gain preferred access to Foundation Source’s private foundation services to expand their philanthropic offerings to their clients.
2012 Giving Climbs 9.1% Among Super-Majority of U.S. Private Foundations
Foundation Source provides snapshot of foundation giving in 2012; Part of soon-to-be-released Annual Report on Private Foundations
Foundation Source Receives 2013 Private Asset Management Award For Best Philanthropic/Educational Initiative
Annual PAM Awards recognize companies for excellence in service to the financial marketplace and its clients
Barron’s Penta: The Giving Generation
The new philanthropists: From a relatively early age, they finance causes that include regional farming, employee co-ops, juvenile justice, and underprivileged entrepreneurs.
The Foundation Source First Annual Report on Private Foundations
Documents trends in asset allocation, grantmaking behavior, and endowment growth/decline among private foundations with less than $50 million in assets, before and throughout the recession.
