Inside This Issue…
Don’t miss our 2025 tax strategy guide, women in philanthropy kit and more fresh finds from our philanthropic experts.
Client Spotlight: The Archarios Foundation
See how one foundation expanded its impact beyond grantmaking by establishing a PRI lending program.
Women In Philanthropy Kit
Our latest resources are designed to help women accelerate their giving even further.
2025 Tax Strategies Guide
It’s tax season—see how philanthropists can maximize the tax benefits of their charitable
Key Dates For Foundations Throughout The Year
Our popular digital checklist includes key annual dates every foundation should know about!
NextGen Giving Thru Their Eyes
Get five key takeaways from our survey of 1,000 Gen Z and Millennials and how they view charitable giving.
The Foundation of a Philanthropic Family
We’re sharing examples of how families are using their foundations to make a difference within the family—and the world.
Foundation Source Celebrates 25 Years
In recognition of our 25-year anniversary, we asked our team to share their thoughts on our company’s evolution—and what they’re excited about for the future of philanthropy.
Grants To Individuals and Other Ways to Give In Times of Crisis
In times of crisis like the California wildfires, there are myriad ways donors can respond with help, including foundations granting to individuals.
Women’s Financial Power Is Growing and Philanthropy Expertise Is Paramount For Advisors
In times of crisis like the California wildfires, there are myriad ways donors can respond with help, including private foundations granting to individuals.
New Charityvest Annual Report
Our experts are sharing new stats and stories that illustrate a collective picture of our community’s giving and the progress we’ve made to enhance our capabilities.
How To Itemize Deductions with Strategic Giving
Just in time for tax season, we’re sharing the process of itemizing deductions through the lens of strategic giving.
Why Would an Organization Want to Have a Planned Giving Program?
In this article, we consider the case for planned giving, including the key advantage: financial revenue for an organization.
All Boats Were Lifted: 2024 Another Strong Year For Traditional Investments
How well did traditional investment portfolios do in 2024—and what might it indicate for 2025?
Forbes
Council Member James Manto shares a philanthropy guide to growing organizations based on their recent partnership with a charitable organization.
The Chronicle of Philanthropy
This article explores making the case for investing in community lenders to help small businesses recover from the L.A. fires.
Inside Philanthropy
In its recently published donor brief, Inside Philanthropy reveals the key considerations for establishing a family foundation.
PR Newswire
Foundation Source announced the appointment of Suzanne van Staveren, CFO and COO of Edelman Financial Engines, to its Board of Directors.
Financial Advisor
National Philanthropy Executive Gillian Howell shares how using philanthropy can better meet the needs of women as they consolidate wealth through earning, inheritance and longevity.
NASDAQ
Northern Trust is partnering with Foundation Source to help streamline the operational and grantmaking needs of private foundations.
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