Foundation Source Newsletter: Resources For Purposeful Philanthropic Planning

Client Spotlight: The Boris Lurie Art Foundation
We’re highlighting the good works of our client as they mark an important milestone in 2024—the 100th anniversary of the birth of renowned artist Boris Lurie.

Q&A: Experts Answer Your Most Popular Questions
We asked our team to weigh in on some of the most common topics that come up in their conversations.

5 Ways Private Foundations Can Give
Do you know all these diverse ways private foundations can give?

The Power of Philanthropy In Family Engagement – Values and Unity
An enlightening discussion on family legacy, making an impact and finding the path forward—together.

Raising a Generous Generation
See how families use their foundations to make a difference within the family as well as in the external world.

Three Tips For Engaging Next-Gen Adults In Your Family’s Philanthropy
Our guest author, NCFP, shares their top tips for welcoming and engaging the next generation.

The 3 Pillars of Giving
Our CMO Hannah Shaw Grove shares a simple, time-tested framework for giving built around time, talent and treasure.

The Top 10 Advantages of Having a Private Foundation
We reveal a few of the tremendous benefits foundations offer over giving as an individual donor.

Finding Your Path to Impact: Developing Foundation Programs
Creating programs can help a foundation focus its giving, reflect its values and clarify its interests to prospective grantees.

What Is Planned Giving?
In their blog series, The Big Dumb Question, our expert team at PG Calc cover the key topics of planned giving—even the ones you may be reluctant to ask.

5 Things Advisors Should Know About the Proposed DAF Regulations
How will the proposed DAF regulations issued by the U.S. Department of Treasury and the IRS affect how you’ll recommend the right charitable vehicle for your clients?

Charitable Planning and Your Practice: 3 Things to Know in 2024
The Wealth Management 2024 Market Outlook featured insights from our CEO about how advisors can incorporate charitable planning as the next gen inherits wealth.

Why Some Wealth Advisors Aren’t Successful with Charitable Clients
A recent article from Financial Advisor echoes some of the same sentiments we’ve found while compiling our own data about how advisors can better support their affluent clients.

The Center For Effective Philanthropy: What the Music of Taylor Swift Can Teach Us About Great Philanthropy
Not just for Swifties, this unique POV sheds light on how funders can mine their personal life to convey something universal about the human experience.

The National Center for Family Philanthropy: Know Your Neighbors: Building Trusting Relationships in Family Philanthropy
To explore how funders can prioritize relationships to advance their impact, NCFP spoke to Erin Borla, executive director and trustee of the Roundhouse Foundation.

Philanthropy News Digest: Melinda French Gates Commits $1 Billion to Women’s Causes
Learn more about this two-year, $1 billion commitment that will support people and organizations working on behalf of women and families.

Financial Advisor: Who Is the Next-Gen Investor?
Our CMO Hannah Shaw Grove shares two things advisors should consider to prepare and adapt for the intergenerational transfer of wealth that’s in motion.

Crain Currency: The Future of Philanthropy Is Female
An interesting look at the new era in philanthropy and impact investing that’s emerging and being led by influential women who are redefining traditional views on giving.

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