By outsourcing philanthropic services, family offices can remain competitive and focus their internal resources on core functions that preserve and enhance the family’s wealth.| Foundation Source
The One Big Beautiful Bill, enacted in 2025, introduces significant tax changes affecting tax-exempt organizations and charitable giving, with most provisions effective after December 31, 2025.| Foundation Source
We asked our private foundation clients and donor-advised fund account holders to weigh in on everything from their current priorities and interests to challenges they're facing.| Foundation Source
