Foundation Source Wins “Best Philanthropic Offering” at Family Wealth Report Awards 2014
Awards recognize innovation and excellence.
Awards recognize innovation and excellence.
Customized report, delivered instantly via email, outlines “yellow flag” areas for foundations and cites relevant IRS rules to help them remain compliant.
Findings provide insight around key issues such as strategic philanthropy, collaboration, and impact investing
White paper on corporate foundation compliance available online.
Increased Grantmaking, Strong Investment Returns, and Contributions from Living Donors Create a New Narrative about Private Foundation Behavior
AIP members gain preferred access to Foundation Source’s private foundation services to expand their philanthropic offerings to their clients.
Foundation Source provides snapshot of foundation giving in 2012; Part of soon-to-be-released Annual Report on Private Foundations
Annual PAM Awards recognize companies for excellence in service to the financial marketplace and its clients
The new philanthropists: From a relatively early age, they finance causes that include regional farming, employee co-ops, juvenile justice, and underprivileged entrepreneurs.
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.