The post The Philanthropy Advantage – 7 Ways Charitable Planning Can Elevate Your Practice appeared first on Foundation Source.| Foundation Source
For advisor-led DAF solutions, it’s time to raise the bar with multi-custodial capabilities, giving wealth managers greater flexibility and control.... The post Meet The New Era of Multi-Custodial Capabilities: How Advisors Can Deliver a Personalized, Seamless DAF Experience Under Their Own Brand appeared first on Foundation Source.| Foundation Source
For over three decades, PFS has been a trusted partner in foundation management to independent foundations across the Bay Area,... The post Expanding and Enhancing Private Foundation Services To Make Giving Personal and More Meaningful appeared first on Foundation Source.| Foundation Source
FAIRFIELD, Conn., — (NEWS WIRE) — Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the... The post Foundation Source Elevates Turnkey DAF Platform with Advisor-Branded, Multi-Custodial Flexibility appeared first on Foundation Source.| Foundation Source
Investors Hangout: Foundation Source Revamps DAF Platform for Enhanced Flexibility The post Foundation Source Revamps DAF Platform for Enhanced Flexibility appeared first on Foundation Source.| Foundation Source
InvestmentNews: Foundation Source expands DAF platform with advisor-branded, multi-custodial features The post Foundation Source expands DAF platform with advisor-branded, multi-custodial features appeared first on Foundation Source.| Foundation Source
FWR: Foundation Source Expands DAF Platform Capabilities FamilyWealthReport The post Foundation Source Expands DAF Platform Capabilities FamilyWealthReport appeared first on Foundation Source.| Foundation Source
1. Meeting the Expectations of High-Net-Worth Clients High-net-worth individuals (HNWIs) remain the largest drivers of charitable capital, giving consistently through... The post The Philanthropy Advantage appeared first on Foundation Source.| Foundation Source
Speakers include: The post Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles appeared first on Foundation Source.| Foundation Source
In the rapidly evolving wealth management sector, providing philanthropy services is becoming an essential component in offering holistic financial planning.| Foundation Source
Work at Foundation Source and help philanthropists make a difference. Join our team.| Foundation Source
Educational content and research to amplify your giving.| Foundation Source
Monday marked International Dog Day and our social media feeds were flooded with pictures of our four-legged friends, so we’d like to dedicate this edition of our Featured Friday series to our Foundation Source canine companions!| Foundation Source
Elevating Philanthropy in Wealth Management and Bridging the Tech Gap in Philanthropy Innovation at the Heart of Wealth Management| Foundation Source
The FMG transaction expands GTCR’s extensive footprint in the advisory space. Its other investments include AssetMark, AssuredPartners, CAPTRUST, Foundation Source, Simpli.fi and Winged Keel. GTCR made its equity investment in CAPTRUST, the nation's largest RIA, in 2020.| Foundation Source
The FMG acquisition follows several other investments made by GTCR in wealth, marketing and insurance services and technology. G| Foundation Source
Extensive library of research, best practices, thought leadership, and technical information for philanthropists, private foundations, and advisors.| Foundation Source
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
Necessary | Foundation Source
Jean Westrick, Executive Director for The Technology Association of Grantmakers, is sharing her unique insights on how grantmaking organizations can manage change.| Foundation Source
The OBBBA amends Internal Revenue Code Section 4960, expanding the 21% excise tax on compensation exceeding $1 million.| Foundation Source
Curated resources to support your philanthropic mission and disaster recovery.| 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
To help you contemplate how you may want to get involved in disaster philanthropy, here are five things to consider and resources to start or deepen your involvement.| Foundation Source
Foundation Source is the leading provider of enterprise-caliber software, administration, and professional services for private foundations, donor-advised-funds, and charitable trusts.| Foundation Source
Media coverages and press releases on philanthropic innovation and private foundation best practices.| Foundation Source
Acquisition expands Foundation Source’s range of enterprise-grade, tech-enabled offerings with donor-advised fund and workplace giving capabilities| Foundation Source
Want to start a foundation? Thinking about outsourcing your foundation administration? Need solutions for a philanthropic client? Reach out.| Foundation Source