Our Most Anticipated Edition of the Year Is Here…
Your giving season issue features a curated collection—from best practices to tax-efficient planning and more—to help philanthropists and their professional teams create enduring impact!
Client Spotlight: The OtterCares Foundation
See how our client is setting students up for success—and the important lessons they’ve learned along the way.
New Webinar: Exploring The Hidden Tax Benefits of Charitable Vehicles
Join our legal experts on 9/18 at 1 pm ET who will share some options for stretching charitable dollars this giving season.
Key Dates For Foundations
As we head towards year-end, we wanted to share some important annual reminders and key dates for foundations.
Philanthropists In Flux
Find out what’s on the minds of our foundation clients and DAF-account holders as they navigate uncertain times.
How Philanthropists Can Prevent Fraud
Be prepared for increased risk as giving activities escalate during the busy grantmaking season—here’s what to look for.
3 Best Practices to Enrich Your Good Works with DEI
We asked our Philanthropic Advisory Services Team to share some of the strategic considerations and best practices for foundations.
Giving Kids a Seat at the Table
In this trending blog post, we catch up with The Marks Family Foundation to share their insights on intergenerational philanthropy.
Transitions in Philanthropy
Our experts at PFS share the benefits of taking a thoughtful, progressive approach to engaging the next generation in family philanthropy.
Want To Have Your Name on a Building?
Our CLO explores how to acquire naming rights with a private foundation and what should be included in these agreements.
Advisor Spotlight:
Wealth manager Shilpa Andalkar joins the podcast to discuss synthesizing financial, investment and charitable plans.
4 Key Tax Changes for Exempt Organizations
Help your clients navigate the OBBB’s complex landscape.
Donor-Advised Funds vs. Private Foundations Checklist
This handy checklist will help you walk your clients through these two popular charitable vehicles with confidence and clarity.
Foundation Source Acquires Pacific Foundation Services (PFS)
Philanthropy platform Foundation Source has acquired PFS, a foundation management organization based in San Francisco.
Adaptive funder strategies for supporting nonprofits in 2025 amid funding uncertainty
Elizabeth Wong shares the adaptive funder strategies being embraced by U.S. philanthropy to support nonprofits facing program disruptions and operational uncertainties.
Foundation Source Partners with Evestnet to Expand Advisor Access to Philanthropic Technology and Services
This strategic partnership will equip advisors with innovative tools to streamline and scale charitable giving services across their practices.
Three Simple Ways to Add Value for Charitable Clients
Gillian Howell highlights three key opportunities for advisors based on insights from our survey of private foundation clients and DAF-account holders.
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