Private non-operating foundations are required by IRS regulations to make a minimum distribution each year for charitable purposes: roughly 5% of its assets, with certain adjustments, based on the previous year’s assets. (There is no minimum distribution requirement in the founding year.)| Foundation Source
Foundation Source is the nation’s largest provider of support services & foundation software for private foundations and charitable advisors.| Foundation Source
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Donor-Advised Funds for Individuals, Private Foundations, and Companies - premier DAF accounts offered in partnership with Charityvest, Inc.| Foundation Source
Kitces Financial Advisor Technology Map Founded by financial planner and blogger Michael Kitces, this resource is focused on identifying the... The post On The FinTech Map: Foundation Source’s Tech-Enabled Solutions Included on Kitces and Modus News appeared first on Foundation Source.| Foundation Source
The post The Modern Operating System for Donor-Advised Funds appeared first on Foundation Source.| Foundation Source
The post Turnkey Branded DAF Programs For Nonprofits appeared first on Foundation Source.| Foundation Source
The post Turnkey Branded DAF Programs for Wealth Managers appeared first on Foundation Source.| Foundation Source
The post Maximize Your Philanthropic Impact with a Foundation Source Donor-Advised Fund appeared first on Foundation Source.| Foundation Source
In celebration of DAF Day, a national day of giving that raises awareness about this powerful philanthropic tool, our experts... The post Happy DAF Day: How To Unlock the Power of DAF Fundraising appeared first on Foundation Source.| Foundation Source
Congratulations to our CEO Joe Mrak for being named a finalist for the CEO of the Year Individual award among... The post Foundation Source and CEO Joseph Mrak Named Finalists in ThinkAdvisor’s 2025 Luminaries Awards appeared first on Foundation Source.| Foundation Source
Most financial advisors today endeavor to provide access to comprehensive guidance that consolidates and coordinates all aspects of their client’s... The post 3 Ways Your Financial Advisor Can Be a Key Center of Influence For Your Philanthropy appeared first on Foundation Source.| Foundation Source
The recently enacted OBBBA revises certain key rules governing charitable deductions, some of which specifically impact high-income individuals, beginning January... The post Does OBBBA Create a Window of Opportunity For Donors This Year? appeared first on Foundation Source.| Foundation Source
In this edition of our Executive Insights Series, President of DAFs, Stephen Kump, shares how to leverage a DAF alongside a private foundation at year-end.| 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
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
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
