Resource Library

The chart compares the requirements and capabilities of a traditional private foundation with one that uses Foundation Source for administrative, technology and advisory services.

The advantages foundations gain when they work with a professional services firm for managing foundation operations.

A brief guide to 10 benefits you can expect when you offload your foundation management.

Just like the individuals and families who establish them, foundations have life cycles. And because nearly 90% of all foundations are set up with the intent to exist in perpetuity, they typically undergo a multitude of transitions over their extended lifespan.

Today, you can get everything you need to run your foundation from one single source.

A look at private foundations and how outsourced service providers make having a foundation as easy as a donor-advised fund.

A full and thoughtful review of last year’s grantmaking priorities, social impact, and finances can help foundation members craft meaningful goals for the coming year. This article suggests topics you might want to discuss together.

Private foundation donors are sometimes encouraged to transition their organization to a donor-advised fund (DAF). The pitch often goes something […]

Tips for evaluating a nonprofit before making a grant.

A guide by Foundation Source with step-by-step instructions and formulas for calculating a private foundation’s annual 5% distribution requirement.