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, […]
In addition to the many philanthropic reasons a donor might have for establishing a private foundation, there are also short-term […]
A Guide for Helping Wealth Managers Serve Their Philanthropic Clients.
Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a […]
Managing a private foundation has never been easier. Just log in to your private, password-protected website provided by Foundation Source. […]
Private foundation donors are sometimes encouraged to transition their organization to a donor-advised fund (DAF). The pitch often goes something […]
Filing Form 1023, Application for Recognition of Exempt Status, is usually a private foundation’s first interaction with the Internal Revenue Service.
The 2017 Foundation Source Report on Grantmaking (which can be downloaded by clicking the button below) provides an examination of […]