Our experts have created an actionable checklist with 13 critical questions to help funders understand which vehicle is right for them.| Foundation Source
Commemorating 15 Years of Impact! To honor their 15-year anniversary, the OtterCares Foundation created a special initiative, Philanthropy Tool Kits,... The post OtterCares Foundation Interview Part Two: Inspiring Students To Give Back appeared first on Foundation Source.| Foundation Source
Deepen Client Relationships A discussion about philanthropy provides an opportunity for you to develop a better understanding of your clients’... The post Benefits of Offering Private Foundation Services appeared first on Foundation Source.| Foundation Source
The post Donor Checklist: Donor-Advised Funds vs. Private Foundations appeared first on Foundation Source.| Foundation Source
The post Advisor Checklist: Donor-Advised Funds vs. Private Foundations appeared first on Foundation Source.| Foundation Source
Elevating Philanthropy in Wealth Management and Bridging the Tech Gap in Philanthropy Innovation at the Heart of Wealth Management| Foundation Source
Check out our infographic below or download it. Looking For Even More Insights? Check out more blogs on giving and investing trends!... The post New Infographic Sheds Light On How Donors Are Navigating Uncertainty appeared first on Foundation Source.| Foundation Source
Grantee Relations Proactively identify potential grantees and solicit grant proposals, when appropriate Assure requests for proposals and/or applications align with... The post New Premier Services appeared first on Foundation Source.| 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
About Your Philanthropy What inspired the creation of the Foundation? OtterCares was founded in 2009 by Nancy Richardson, co-founder of... The post Setting Students Up For Success: A Conversation with The OtterCares Foundation appeared first on Foundation Source.| Foundation Source
The post Outsourced Philanthropy: A Smarter Approach for Family Offices appeared first on Foundation Source.| 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
