Tax reform leaves private foundations in a strong position
Foundation: Foundation Source
It's cut when the foundation makes grants to a certain level, as a reward. There was a proposal to simplify this by having a flat rate of 1.4 percent, but that didn't make it into the final bill. And...more

Foundation Source Portfolios Grew In 2016
Foundation: Foundation Source
The largest foundations in Foundation Source's study saw the highest net gain of 6.8 percent, while foundations of $1 million to 10 million had an overall net gain of 5.5 percent. Average assets...more

Business Briefs: Chamber gives out awards, Changes at Ruger...
Foundation: Foundation Source
Business Briefs: Chamber gives out awards, Changes at Ruger. .... Private foundations nationally increased the value of their grants by 3 percent...more

Average Grant Sizes Increased in 2016, Foundation Source Finds
Foundation: Foundation Source
Grants awarded in 2016 by Foundation Source clients were, on average, approximately 3 percent larger than in 2015, a report from the provider...more

Foundation Source Releases 2017 Report on Grantmaking
Foundation: Foundation Source
“Despite their modest size, these foundations remain an impressively dynamic segment of the philanthropic community,” says Foundation...more

Foundation Source Announces Continuing Education Series for Advisors
Foundation: Foundation Source
“Advisors have consistently demonstrated their desire for increased education around charitable giving and philanthropy,” says Foundation...more

Proactive Charitable Counseling Can Grow and Retain AUM
Foundation: Foundation Source
philanthropic topics with clients can help advisors secure the oft-elusive ... Eighty-seven percent of respondents indicated that philanthropy...more

Helping Clients Be Charitable Is Good for Advisors' Business: Foundation Source
Foundation: Foundation Source
The survey also found that regular conversations around philanthropy ... According to Page Snow, chief philanthropic officer at Foundation...more

Foundation Source Survey Finds Proactive Charitable Vehicle Counseling May Increase AUM for ...
Foundation: Foundation Source, National Philanthropic Trust
Ninety-seven percent said they discuss philanthropy with their clients, and ... is $5M whereas National Philanthropic Trust reported that the average size of a ... or “very...more

Foundation Source Receives 2017 Private Asset Management Award for Best Reporting Solution
Foundation: Foundation Source
Each foundation is provided with its own secure console, so authorized users can initiate grants with real-time compliance oversight, and...more