“Impact investing” is a broad, umbrella term for creating social or environmental impact while also generating a financial return. It’s […]
Foundation Source has released its 2019 Annual Report on Private Foundations, a study of how 987 of the firm’s clients […]
Individuals and families who give back through private foundations and donor-advised funds strike a “grand bargain”: In exchange for abiding […]
Just published, Foundation Source’s 2018 Annual Report on Private Foundations found that the 927 private foundations in the study: earned […]
The Foundation Source Report on Investment Performance examines the investment activities of private foundations with assets of less than $50 million, […]
The 2017 Foundation Source Report on Grantmaking (which can be downloaded by clicking the button below) provides an examination of […]
In the wealth management sector, it’s a well-known fact that high-net-worth investors are charitable. What’s less certain is how this […]
This chart takes a look at administrative expenses for private foundations. It compares data reported by Council on Foundation members […]
New survey from Foundation Source shows how donors engage their families in their private foundations.
More than 90 percent of private foundations have assets of less than $10 million, and most of these organizations are family foundations. Learn the specialized strategies needed to approach this largely untapped source of funding.