The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy. Learn more.
Resources categorized under: "Supporting Your Foundation" Clear
Foundation Source reviews hundreds of 990-PFs each year that were prepared by other organizations. Here are common errors we see.
The chart compares the requirements and capabilities of a traditional private foundation with one that uses Foundation Source for administrative, technology and advisory services.
This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.
The advantages foundations gain when they work with a professional services firm for managing foundation operations.
Whether you plan to create a new private foundation, or have already established one, Foundation Source has services to help.
Many problems can be easily avoided through a basic understanding of the rules that govern foundations, which are explained here.
A brief guide to 10 benefits you can expect when you offload your foundation management.
Provides a first look into the 2014 investing and grantmaking performance of private foundations with less than $50 million in assets.
Outlines strategies Foundation Source advocates in order to unite family members in philanthropic work.