Mission Archives - Foundation Source https://foundationsource.com/category/kits/mission/ Your Partner in Giving Tue, 25 Mar 2025 08:59:08 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://foundationsource.com/wp-content/uploads/2022/09/cropped-FS-slashes-32x32.png Mission Archives - Foundation Source https://foundationsource.com/category/kits/mission/ 32 32 2025 Guide to Tax Strategies for Private Foundations https://foundationsource.com/kits/mission/2025-guide-to-tax-strategies-for-private-foundations/ Mon, 24 Mar 2025 21:06:49 +0000 https://foundationsource.com/?p=4308 The post 2025 Guide to Tax Strategies for Private Foundations appeared first on Foundation Source.

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Tax Benefits of a Private Foundation

| White Papers
Foundations offer four attractive benefits to donors that can mitigate income, capital gains and estate taxes.
header-Infographics

4 Tax Benefits of a Private Foundation

| Infographics
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.
Advanced-Tax-Strategies-Header

Advanced Tax Strategies for Private Foundations

| White Papers
Six sophisticated strategies for private foundations to reduce tax liability and preserve the value of their endowments.
header-Articles

The 990-PF: How to Reap Savings and Avoid Pitfalls

| White Papers
We’ve reviewed and prepared thousands of private foundation tax returns – here’s what we’ve learned.
header-Articles

Unrelated Business Taxable Income (UBTI) for Private Foundations

| Articles
Learn more about the implications of generating excess UBTI from activities, investments or assets in a foundation.
conduit-election-header

The Conduit Election

| White Papers
This annual election offers two key tax advantages for contributions – higher AGI caps and an FMV deduction for certain appreciated assets.
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Poof! Tax Concerns That Vanish with Gifts Made upon Death

Article | PG Calc

Certain gifts made upon death don’t have the same requirements as gifts made during life—see the differences.

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Charitable Lead Trusts: Not Just for the Super-Rich

Article | PG Calc

There can be significant tax benefits for certain donors in establishing CLTs, but there’s more than meets the eye behind them.

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3 tax-smart strategies to use with a donor-advised fund

Blog | Charityvest

By utilizing a donor-advised fund, you’ll unlock a variety of strategies that allow you to be smarter about your taxes and minimize your tax burden.

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Giving and taxes 101: how and when charitable giving is tax-advantaged

Blog | Charityvest

Learn the basics of tax-advantaged charitable giving, including income tax deductions, itemizing vs. taking the standard deduction, deduction limits, and more.

The post 2025 Guide to Tax Strategies for Private Foundations appeared first on Foundation Source.

]]> Guide to the Giving Season 2024 https://foundationsource.com/kits/mission/guide-to-the-giving-season-2024/ Mon, 18 Nov 2024 13:32:38 +0000 https://foundationsource.com/?p=4007 The post Guide to the Giving Season 2024 appeared first on Foundation Source.

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“Our work with clients has given us a unique window into the state of charitable giving, enabling us to become a source of expertise in a changing sector. As the only provider to deliver scalable, end-to-end digital solutions across private foundations, donor-advised funds, planned giving, and charitable trusts, we have an unparalleled vantage point on charitable giving, its drivers, and the trends that are poised to impact the philanthropic ecosystem in the year ahead.”

Get the 2025 Giving Outlook

joseph-mrak-iii
Joe Mrak
CEO

Elizabeth Wong
Elizabeth Wong
Head of Philanthropic Advisory Services

“The new season of Be Giving is a celebration of inspiring people who are coming together in service of something greater than themselves. It has been an honor to connect with a new group of thought leaders who each play a unique role in driving real change across the philanthropic ecosystem. Whether you are new to charitable giving or a seasoned philanthropist, the insights in these episodes can help you take a more informed approach to giving.”

Listen to Be Giving Podcast

“Year after year, we witness the power of charitable giving to generate impact, promote a sense of meaning and legacy, and bring families and communities closer together—this year is no exception. Our foundation clients have granted more than $865 million to nearly 19,000 recipients through the end of September and we expect that to increase during the official giving season, when volume tends to surge. We see this as a sign of continued investment in the nonprofit sector.”

gillian-howell
Gillian Howell
Head of Client Advisory Solutions

For Donors

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Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving

| Reports & Surveys
Just in time for holiday gatherings, check out these next-gen insights and engagement strategies for foundations, advisors and nonprofits.
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Foundation Source Launches Season 2 of the ‘Be Giving’ Podcast

Check out our new season and catch up on season 1 featuring compelling conversations about the biggest issues shaping the philanthropic sector.
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5 Ways Giving and Wellness Are Connected

| Articles
While there are relationships between money and happiness, giving money away can actually play a role in overall wellness.
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All About Donor Collaboratives: What Are They and Why Launch One

Donor collaboratives, or structured donor groups, highlight one major way that communities are harnessing their collective wisdom to pool charitable capital in alignment with their values and in pursuit of a common mission.

For Advisors

Three Key Opportunities For HNW Families—And How You Can Better Support Them

Three Key Opportunities For HNW Families—And How You Can Better Support Them

| Blog
Over the past two decades, research conducted with family offices and wealthy families has revealed some meaningful trends. The historical context paints an interesting backdrop,…
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Client Meeting Checklist

| Checklists
Whether your client is considering a charitable vehicle or already has one, such as a private foundation, use these questions to help guide the discussion.
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Practical Tips to Integrate the Rational and Emotional Aspects of Philanthropy

| Blog
With the rise of holistic wealth management, advisors are extending their offerings beyond traditional investment expertise to get to know their clients on a more…

For Fundraisers

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Year-End Giving: Deciphering Gift Dates

Ensure end-of-year gifts count for the current tax year with this primer on how to determine gift date.
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Year-End Marketing Ideas

Mailing to donors before Thanksgiving can be an opportune time, especially for planned gifts—check out a few ideas our clients are employing.

The post Guide to the Giving Season 2024 appeared first on Foundation Source.

]]> Guide to Evaluating and Implementing an Impact Stack https://foundationsource.com/kits/mission/guide-to-evaluating-and-implementing-an-impact-stack/ Tue, 19 Dec 2023 20:23:08 +0000 https://foundationsource.com/?p=3227 The post Guide to Evaluating and Implementing an Impact Stack appeared first on Foundation Source.

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“The symbiotic relationship between advanced platform functionalities and philanthropic expertise will be pivotal in enabling foundations to adapt swiftly to the shifting dynamics of philanthropy”.

Cameron Marsh
Cameron Marsh
Senior Consultant, Nucleus Research

“When we talk about maximizing effectiveness from a product and strategy point of view, we are able to break it down into specific areas where the technology and services work together and enable operational effectiveness to excel.”

Steven Aponte
Steve Aponte
VP of Product & Strategy, Foundation Source

“Creating an impactful strategy, on that is effective, really takes deep work. A first step is to take an inventory of your giving and decide why you gave.”

Antoinette LeCouteur
Antoinette LeCouteur
Co-Founder, Create Impact

responsive and flexible solutions
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Foundation Source Benefit Case Study | Nucleus Research

| Videos
In this short video Cameron Marsh, Senior Consultant at Nucleus Research highlights how private foundations can benefit when services and technology are in lockstep.  
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How Foundation Source Accelerated a Foundation’s Grant Approval Processes by 33 Percent – Overview

| Case Study
Foundation Source's industry expertise and dedicated specialists, equips philanthropic organizations with the resources and technology to navigate change with confidence and adopt best practices that…
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Foundation Source Private Foundation Benefit Case Study | Nucleus Research

| Reports & Surveys
In this benefit case study, Cameron Marsh, Senior Consultant at Nucleus Research highlights how private foundations can benefit when services and technology are in lockstep.  
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Making an Impact: Prioritize, Measure, Maximize – Webinar Replay

| On-Demand Webinars, Videos
Three experts discuss the tools and techniques that help philanthropists reach their goals. 

The post Guide to Evaluating and Implementing an Impact Stack appeared first on Foundation Source.

]]> Guide to the Giving Season 2023 https://foundationsource.com/kits/mission/guide-to-the-giving-season-2023/ Tue, 14 Nov 2023 00:13:37 +0000 https://foundationsource.com/?p=3122 The post Guide to the Giving Season 2023 appeared first on Foundation Source.

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“Year after year, we witness the power of charitable giving to generate impact, promote a sense of meaning and legacy, and bring families and communities closer together—this year is no exception. We have already processed more than 30,000 individual grants this year and we’re not even in the official giving season yet, when volume tends to surge. We see this as a sign of continued generosity in response to growing need.”

gillian-howell
Gillian Howell
Head of Client Advisory Solutions

“The podcast is a celebration of inspiring people who are coming together in service of something greater than themselves. It has been an honor to connect with these thought leaders who each play a unique role in driving real change across the charitable giving ecosystem. Whether you are new to charitable giving or a seasoned philanthropist, the insights in these episodes can help you take a more informed approach to giving.”

Elizabeth Wong
Elizabeth Wong
Head of Philanthropic Advisory Services

Philanthropic Community: Advice From Your Peers

| Blog
Foundation leaders share their most important piece of advice about finding meaning and success in giving.
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5 Giving Strategies for Sophisticated Investors

| Articles
Creative techniques embraced by the most savvy philanthropists and their professional advisors to achieve tax-wise social impact.

Tips on How and When to Donate During a Crisis

| Articles
Donating to long-term recovery efforts can have an enormous and positive impact that help communities get back on their feet.
Be-Giving-Podcast-Square

Foundation Source Launches ‘Be Giving’ Podcast

| Media
Check out our new season of compelling conversations about the biggest issues shaping the philanthropic sector.

The post Guide to the Giving Season 2023 appeared first on Foundation Source.

]]> The 5-Point Private Foundation Checkup https://foundationsource.com/kits/mission/foundation-checkup/ Thu, 13 Jul 2023 03:16:50 +0000 https://foundationsource.com/?p=2609 The post The 5-Point Private Foundation Checkup appeared first on Foundation Source.

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1. Review Your Mission Goals and Historical Giving

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Guidelines for Crafting a Private Foundation’s Mission Statement

| White Papers
While mission-driven philanthropy is optional for foundations, it’s most effective when it evolves over time. Use this resource to learn about best practices.
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Reimagining Philanthropy for the 21st Century – Replay

| On-Demand Webinars, Videos
Aligning your mission to nonprofit partnership best practices can be tricky. Watch this webinar to get tips from experts at Trust-Based Philanthropy and Modern Grantmaking.

2. Review Your Grantmaking Portfolio For Balance

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Charity Search in Impactfully Select

| Product Briefs
How is your foundation finding the organizations you make grants to? See how Impactfully Select makes it easier than ever to find the right fit.
Adapting Your Grant Approach Series: Tips for Funding Returning Grantees

Adapting Your Grant Approach Series: Tips for Funding Returning Grantees

| Blog
If you plan to repeatedly support certain organizations, here are some changes to consider making to your funding application process for returning grantees.
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Adapting Your Grant Approach: Tips for Giving to Different Types of Organizations

| Blog
When making grants to various organizations, one size doesn’t fit all. Checkout our blog series, starting with best practices for giving to large institutions.

3. Review Your Foundation’s Grantmaking Personality

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What’s Your Philanthropic Personality?

| Infographics
By understanding the root of your personal motivations, you can identify the right grantee partners.
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Why Philanthropic Motivation Matters

| Blog
Understand the primary reasons that philanthropists give and how this frames your foundation’s goals.

What Type of Funder Are You?

Take our short quiz to find out and learn about 7 different approaches to giving.

TAKE THE QUIZ

4. Review Your Foundation’s Operations

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Foundation Operations Worksheet

| Checklists
Bring your team together and create an operational map to get you started on the path to maximizing your efforts and increasing your philanthropic impact.
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How to Manage Members and Permission Levels | Impactfully

| Demo
Watch a demo of how to manage members and permission levels with Impactfully.

5. Review Your Foundation’s Technology

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Is Your Tech Stack Undermining Your Philanthropic Impact?

| Checklists
Are you using right-sized technology that is purpose-built for your foundation needs? Take this quick assessment to find out.

The post The 5-Point Private Foundation Checkup appeared first on Foundation Source.

]]> Differentiated Giving Kit https://foundationsource.com/kits/mission/differentiated-giving-kit/ Sun, 25 Jun 2023 01:22:57 +0000 https://foundationsource.com/?p=2538 The post Differentiated Giving Kit appeared first on Foundation Source.

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Differentiated Giving: Mastering Underutilized Private Foundation Strategies for Greater Impact – Q&A

| Articles
Expert panel examines sophisticated giving techniques and how foundations employ them.
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Differentiated Giving: 6 Little-Known, Effective Strategies for Private Foundations – Key Takeaways

| Articles
Six little-known but highly effective strategies to help foundations maximize charitable impact.
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Differentiated Giving: Underutilized Capabilities of Private Foundations – Replay

| On-Demand Webinars, Videos
This replay shares pro tips on the unique philanthropic toolkit of private foundations.

The post Differentiated Giving Kit appeared first on Foundation Source.

]]> Client Meeting Kit https://foundationsource.com/kits/mission/client-meeting-kit/ Wed, 07 Jun 2023 16:52:48 +0000 https://foundationsource.com/?p=2463 The post Client Meeting Kit appeared first on Foundation Source.

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Preparing For Your Client Meeting? Start Here.

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4 Tax Benefits of a Private Foundation

| Infographics
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.
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The Advisors Guide to Charitable Conversations with Clients

| eBooks
When advising philanthropic clients, there are three distinct traps for the unwary advisor. Learn how to avoid them and get suggestions for discussing giving.
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Private Foundations vs Donor-Advised Funds

| White Papers
We break down two of the most popular charitable giving vehicles, so you can confidently discuss these options and provide helpful guidance.
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Foundation Planning Guide for Advisors

| White Papers
Learn how to identify client scenarios where a private foundation may be the right solution for your clients’ planning needs in our guide.
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Getting Started with Foundation Source – For Wealth Advisors

| Brochures
Why should my client setup a private foundation? What services does Foundation Source provide? We answer all these questions and more in this guide.
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Higher Calling: Using Philanthropy to Connect with HNW Clients

| Infographics
Here’s a look at how tapping into your HNW clients philanthropic interests can help you provide holistic solutions.

Client Meeting Underway? Start Here.

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The Truth About Private Foundations

| Infographics
We’re busting the four common myths about private foundations when it comes to setup and management.
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Is a Private Foundation Right for You?

| White Papers
Help your clients discover the benefits and considerations of private foundations that go beyond tax savings in this resource.
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Frequently Asked Questions About Private Foundations

| eBooks, FAQs
When discussing your client’s charitable interests, questions about private foundations are bound to come up. These helpful FAQs provide the answers to common questions.
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The Top 10 Advantages of Having a Private Foundation

| White Papers
Why should your clients give through a private foundation vs. as an individual donor? Here are just a few of the benefits.
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Starting a Private Foundation

| White Papers
Offer your clients the gold standard of charitable vehicles with the speed, convenience and flexibility they require.
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Getting to Know Foundation Source

| Brochures
Whether your clients plan to create a new private foundation, or their foundation has been in existence for four generations, our services can help.

Client Meeting Over? Start Here.

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Giving on the Go with the Impactfully Mobile App

| Demo
See how foundation members are giving anytime, anywhere with the Impactfully mobile app.
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Family Philanthropy Checklist

| Checklists
This convenient checklist offers creative strategies and practical approaches to support meaningful and intentional involvement across generations.

WHAT ADVISORS SAY ABOUT PRIVATE FOUNDATIONS

The post Client Meeting Kit appeared first on Foundation Source.

]]> Managing Risk in Private Foundations https://foundationsource.com/kits/mission/managing-risk-in-private-foundations/ Thu, 01 Jun 2023 18:00:16 +0000 https://foundationsource.com/?p=2446 The post Managing Risk in Private Foundations appeared first on Foundation Source.

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Managing Risk - header

Managing Risk: Best Practices for Private Foundation Compliance – Q&A Summary

| Articles
Don’t have an hour for the replay? We’ve summarized the highlights of this insightful presentation for you.
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Managing Risk: How to Avoid Private Foundation Penalties – Key Takeaways

| Articles
These three guidelines can help private foundations stay in compliance.
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Managing Risk in Private Foundations: Compliance Fundamentals – Replay

| On-Demand Webinars, Videos
Hear from one of the leading experts on private foundation rules and regulations.

The post Managing Risk in Private Foundations appeared first on Foundation Source.

]]> 2024 Guide to Tax Strategies for Private Foundations https://foundationsource.com/kits/mission/2024-guide-to-tax-strategies-for-private-foundations/ Thu, 09 Mar 2023 22:55:36 +0000 https://foundationsource.com/?p=2232 The post 2024 Guide to Tax Strategies for Private Foundations appeared first on Foundation Source.

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tax-benefits-of-private-foundation

Tax Benefits of a Private Foundation

| White Papers
Foundations offer four attractive benefits to donors that can mitigate income, capital gains and estate taxes.
header-Infographics

4 Tax Benefits of a Private Foundation

| Infographics
For HNW individuals who have a strong charitable interest, private foundations offer an opportunity to save in taxes while creating a lasting philanthropic legacy.
Advanced-Tax-Strategies-Header

Advanced Tax Strategies for Private Foundations

| White Papers
Six sophisticated strategies for private foundations to reduce tax liability and preserve the value of their endowments.
header-Articles

The 990-PF: How to Reap Savings and Avoid Pitfalls

| White Papers
We’ve reviewed and prepared thousands of private foundation tax returns – here’s what we’ve learned.
header-Articles

Unrelated Business Taxable Income (UBTI) for Private Foundations

| Articles
Learn more about the implications of generating excess UBTI from activities, investments or assets in a foundation.
conduit-election-header

The Conduit Election

| White Papers
This annual election offers two key tax advantages for contributions – higher AGI caps and an FMV deduction for certain appreciated assets.

The post 2024 Guide to Tax Strategies for Private Foundations appeared first on Foundation Source.

]]> Women in Philanthropy https://foundationsource.com/kits/mission/women-in-philanthropy-2/ Mon, 06 Mar 2023 18:40:05 +0000 https://foundationsource.com/?p=2210 The post Women in Philanthropy appeared first on Foundation Source.

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Power In Numbers: How Women Are Using Giving Circles to Maximize Impact

| Blog
We connected with Impact Fairfield County (Impact FFC) to learn more about their collective giving circle, where women are leading the charge.
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Forging Her Own Path: Meet the HNW Woman Philanthropist

| Infographics
Learn what makes today's female givers unique, inspiring and ready to shape the future.
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The Women’s Guide to Giving with Intention

| White Papers
Trends, strategies and stories to help you make the most of every stage of your philanthropy.
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Investing in our Future: Empowering Women and Girls of Color

| Be Giving - Season 2, Podcasts
Hear from thought leader Ada Williams Prince who championed the formation of the first ‘Women and Girls of Color Design Council’.
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Technology & Philanthropy: The Key Role Women Are Playing

| Blog
Meet the women who are shaping the technology that’s propelling the philanthropic sector.
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Foundation Path to Impact

| Mission
A series of articles to help new foundation leaders build programs, approach community needs, expand their impact and more.
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Meet The Female Leaders Forging a New Path For Philanthropy: Celebrating Women’s History Month

| Blog
Inspiration and advice for the next generation of women leaders.
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Every Dollar Counts: How To Evaluate a Nonprofit

| Articles
Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
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8 Tips to Maximize Year-End Giving

| Articles
Amplify your intentions with these pro tips to get the most out of your charitable gifts.

For Advisors

Advisors

What Advisors Are Listening To: Enhancing Client Conversations: Women, Wealth And Philanthropy

| Blog
For advisors who want to offer a holistic approach to wealth management for women, philanthropy is an essential part of the conversation.
What Advisors Need to Know

The Inheritance Wave Is Coming: What Advisors Need to Know

| Blog
Understanding the needs of women and young investors can help advisors set themselves up to surf the inheritance wave.
Women in Philanthropy

Women’s Financial Power Is Growing and Philanthropy Expertise Is Paramount for Advisors

| Blog
We’re sharing how advisors can prepare for a major shift in wealth management and philanthropy.

The post Women in Philanthropy appeared first on Foundation Source.

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