What you need to know before making a recommendation
Although both private foundations and donor-advised funds offer advantages over checkbook giving, there are key differences between the two charitable vehicles that merit careful consideration.
Written to share with your clients, our guide, Private Foundations and Donor-Advised Funds, provides a side-by-side comparison of some important differences between these two popular options.
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About Foundation Source
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools.
Now in our second decade, Foundation Source provides its services to more than 1,400 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.