Partnering with attorneys to help them serve their clients with private foundations.
Outsourced services that help you support the family’s private foundation.
Partnering with CPAs to help them serve their client who have private foundations.
“Impact investing” is a broad, umbrella term for creating social or environmental impact while also generating a financial return. It’s […]
Individuals and families who give back through private foundations and donor-advised funds strike a “grand bargain”: In exchange for abiding […]
If your firm serves clients who have private foundations, ask yourself this: Do you want to maintain your competitive advantage […]
Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around […]
Just published, Foundation Source’s 2018 Annual Report on Private Foundations found that the 927 private foundations in the study: earned […]
If you have charitably inclined clients who have highly appreciated securities, a bull market could be the ideal time for […]
The Foundation Source Report on Investment Performance examines the investment activities of private foundations with assets of less than $50 million, […]