Learn about several strategies private foundations can employ to reduce their tax liability and preserve the value of their endowments.
Resources categorized under: "Advisors" Clear
Trends in asset allocation, grantmaking behavior, and endowment growth/decline among private foundations with less than $50 million in assets, before and throughout the recession.
Increased Grantmaking, Strong Investment Returns, and Contributions from Living Donors Create a New Narrative about Private Foundation Behavior
Provides a first look into the 2013 investment and grantmaking performance of private foundations with less than $50 million in assets.
This study spans the years 2008 to 2013.
The 2017 Foundation Source Report on Grantmaking (which can be downloaded by clicking the button below) provides an examination of […]
The Foundation Source Report on Investment Performance examines the investment activities of private foundations with assets of less than $50 million, […]
Just published, Foundation Source’s 2018 Annual Report on Private Foundations found that the 927 private foundations in the study: earned […]
Private foundation donors are sometimes encouraged to transition their organization to a donor-advised fund (DAF). The pitch often goes something […]