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Resource Center

In the tabs below, you’ll find a repository of our most popular informational tools, industry white papers and company literature. Foundation Source provides these resources at no cost to you.

Submitted by jbuck on June 28, 2010 - 12:01pm

Calendar of Important Tax Dates for Private Foundations

A printable calendar to ensure that you meet key tax deadlines.

This document contains calendars for all twelve (12) months of 2010 starting with January. You can scroll to find your month or open the bookmarks view in your PDF reader and click on the month directly from there.

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Submitted by dschreck on December 23, 2009 - 5:11pm

Foundations or Donor-Advised Funds

The dizzying economic downturn may have sowed second thoughts about charitable giving, but it certainly hasn’t eliminated the philanthropic impulse.

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Expenditure Responsibility

Expenditure responsibility is the federally mandated procedure that a private foundation must follow for any grant made to an organization that is not an IRS-recognized public charity. The foundation is required by law to impose additional requirements on the grantee to provide assurance that the funds will be used for the intended charitable purposes.

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Grantmaking Security and Compliance

Our mission with respect to grantmaking is two-fold. First, it is to provide each foundation with tools for making informed decisions and to simplify the grantmaking process. Second, it is to ensure that every grant is in compliance with IRS and other federal regulations, i.e., the recipient is eligible to receive grants from a private foundation, and that grants are used for legitimate philanthropic purposes.
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Calculating the Distributable (Payout) Amount

Calculating the Distributable (Payout) Amount - Tips for Calculating the Minimum Investment Return
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Taking Your Foundation to the Next Level

Your passion is not limited to an organization site map. It comes from what inspires you and what you think is possible. The more passion you bring to your mission, the more likely you will ensure it will be fulfilled.

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7 Pitfalls to Avoid at Year-End

As the nation’s leading provider of outsourced support services for private foundations, Foundation Source offers some practical advice on how to avoid common funding pitfalls that might lead to problems with the IRS.
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Advanced Tax Strategies for Private Foundations

There are a number of strategies that private foundations can employ to minimize taxes and preserve the value of their endowments. And there are additional considerations for donors to private foundations who seek to maximize their personal tax deductions.
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Family Foundations Made Easy

The complexity and cost of establishing and administering a private foundation has declined dramatically in recent years. With automation, service providers like Foundation Source have lowered the minimum size of a private foundation and opened this charitable giving vehicle to millions.
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10 Rules Every Foundation Should Know About Compliance

This booklet summarizes 10 common issues and pitfalls we encounter in the daily administration of hundreds of private foundations, ranging in size from large to small.
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Private Foundations, Community Foundations & Donor Advised Funds: A Comparison

Although the administration of private foundations has undergone a major transformation in the past decade, many misconceptions remain about the cost and complexity associated with their formation and operation. In this booklet, we address these misconceptions in an effort to provide donors and their families with a more balanced perspective as they ponder which philanthropic vehicle is right for them.
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14 Terms Private Foundations Should Know

This booklet will help you understand 14 common and not so common terms pertaining to private foundations. Some of these terms are related to specific rules and regulations governing private foundations and will help you stay in compliance with IRS regulations. Others will help you communicate within the philanthropic community. All will enrich your foundation experience.

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FAQs About Private Foundations

For over 100 years, America’s prominent families have chosen private foundations as their vehicle for charitable giving. They seek the personal financial control, powerful tax advantages and family legacy benefits that only a private foundation can provide. Here we answer the common questions that families and their advisors ask us about private foundations.
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Strategic Philanthropy: Five Approaches For Making A Difference

This booklet shares some of the approaches our clients have taken, in order to help other philanthropists choose an approach that best accomplishes their goals. We hope you’ll share with us your own experiences to continually broaden the conversation about what it means to be a strategic philanthropist.
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Hallmarks of a Well-Run Foundation

A well-run foundation employs its resources efficiently and effectively, always in the public interest, to pursue the philanthropic goals of its leadership.
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Engaging the Family in Your Philanthropy

In this booklet, we will share what we have learned from our clients about raising a philanthropic family and provide practical ideas of how you can get children of all ages involved in charitable giving.
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Submitted by dschreck on December 23, 2009 - 5:15pm

Foundation (re)Source

Our newsletter for Foundation Source clients featuring articles on MIssion Statements, Avoiding Tax Traps, and Responding to Emergenices.

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Client Testimonials

Clients and their advisors talk about Foundation Source.

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Foundation (re)Source - Spring 2007

Our newsletter for Foundation Source clients featuring articles on Foundation Trends and Hallmarks of a Well-Run Foundation.

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Foundation (re)Source - Winter 2008

Our newsletter for Foundation Source clients featuring articles on Foundation Trends and The Next Generation.

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Foundation Source Requests®

Foundation Source Requests is creating a revolution in private foundations of every size—transforming a static, paper-based application process into a dynamic and streamlined one that uses the power of the internet.
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Philanthropic Advisory Services: Take Action… Create Change

Whatever your philanthropic vision, Foundation Source can help make it a reality. As a client, you gain access to Foundation Source Philanthropic Advisory Services, providing knowledge and services as robust as any in the philanthropic sector.
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Getting Started with Foundation Source: A Guide for Attorneys

A comprehensive guide that describes how attorneys can work with Foundation Source to better serve their clients.

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Getting Started with Foundation Source: A Guide for Private Wealth Managers

As the nation’s top wealth managers are discovering, Foundation Source provides the support services, systems and technology to put you in the game instantly – without requiring a master’s degree in philanthropy. Our team of private foundation experts provides you with the confidence to engage your clients on a subject that they care very much about, and we back you up with a level of service your clients value and appreciate.
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Foundation Source: Getting to Know Us

Welcome to Foundation Source, America's leading provider of support services for private foundations. We help you with all of the "Back-Office" tasks you don't have the time or desire to handle, so you can focus on the priorities you choose.
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