Which Charitable Vehicle Meets Your Client’s Needs?

As you’re having your year-end meetings, our Charitable Giving Guide provides an overview of five approaches to philanthropy, so you can determine which approach might be best suited for your clients’ financial and charitable goals.

The guide covers the advantages and considerations around:

 

•    Checkbook Philanthropy
•    Charitable Remainder Trusts
•    Charitable Lead Trusts
•    Donor-Advised Funds
•    Private Foundations

Get the free guide now by filling out the form to your right. When you do, we’ll also give you free, unlimited access to all of the informative content on our website.

About Foundation Source

Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution, including the creation of new foundations.  Our clients supply the vision; we provide everything else.

Now in our second decade, Foundation Source provides its services to more than 1,300 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.