Our new issue is here!
Our last issue of the year is here—and we’ve packed it with valuable resources for philanthropists and their professional teams. Enjoy reading a few of our favorite things!
Client Spotlight: The Kendeda Fund Winds Down
Three decades. Over one billion dollars in grants. Countless lives changed. See how they’re leaving a path for those to follow.
5 Benefits Of Starting a Private Foundation Before Year-End
There’s still time to take advantage of these 5 benefits.
2023 Guide to The Giving Season
Our highly anticipated annual guide is here—filled with new curated resources to inspire creative, thoughtful and tax-wise gifts.
3 Trends in Philanthropy
Our Philanthropic Advisory Services team share their insights on what’s shaping the future of philanthropy.
Checklist: Top 10 Reasons You Need Foundation Source as Your Administrator
Is it time to restart your foundation’s journey? Check out this list to see if these needs resonate with you.
Advisors’ Checklist: Foundations vs. DAFs
Perfect for client meetings, these 9 unique benefits of foundations can help them choose the superior option.
What Advisors Are Listening To
Enjoy this interesting interview on women, wealth and philanthropy with our own Gillian Howell on the Invest in Women podcast.
Thriving Thru the Generations
We’ve compiled these resources to help you explore your family philanthropy just in time for holiday gatherings.
Advice From Your Peers
From how to find causes to being bold in your vision, here’s some of the advice from our clients that they’ve shared with us over the years.
Deciding How To Decide
Help navigate family giving decisions with these helpful tips from NCFP.
Advisor-Client Meeting Kit
Use these resources to skillfully guide your charitable clients through the giving season.
Nucleus Research: Foundation Benefit Case Study
Nucleus Research interviewed a private foundation to understand the operational benefits delivered by Foundation Source.
Kiplinger: Tips on How and When to Donate During a Humanitarian Crisis
Donating to long-term recovery efforts could be an even bigger help than giving immediately after a crisis begins.
The Nonprofit Times: Private Foundations Giving in 2022 Up 14.7%
ICYMI: see the giving and investment trends within private foundations.
Private Air: Pioneering Your Family’s Enduring Legacy
See how you can maximize your philanthropic impact this season and engage your family.
The Chronicle of Philanthropy: $1 Billion of ‘Trust-Based’ Philanthropy
Before MacKenzie Scott, there was Diana Blank—a big donor you likely know little about.
Advisorpedia: 5 Giving Strategies for Sophisticated Investors
These advanced tax and investment strategies can enhance your clients’ philanthropy.
Investments & Wealth Monitor: Charitable Expertise Strengthens a Holistic Advisory Practice
Our CMO shares how to build a family legacy by turning to philanthropy.
Financial Advisor: Meeting the Needs of Givers
Find out why now is the ideal time to expand your practice to offer broader and deeper support to your clients.
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