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With year-end giving already underway, we offer our annual Guide to the Giving Season with new resources for donors, advisors and fundraisers to inspire creative, thoughtful and tax-wise gifts – now and in the future.


“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.”

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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.”

“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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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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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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Ensure end-of-year gifts count for the current tax year with this primer on how to determine gift date.
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Mailing to donors before Thanksgiving can be an opportune time, especially for planned gifts—check out a few ideas our clients are employing.
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