A Curated Collection Of Philanthropy’s Must-Reads…
From navigating a rapidly changing landscape to a new tax bill that may impact private foundations, don’t miss these top resources and stories for philanthropists and their professional teams!
Client Spotlight: The Bowman Family Foundation (BFF)
See the good works our client is doing to improve access to effective mental health and substance use care.
Navigating A Rapidly Changing Landscape
If you’re feeling confused about the current environment and how the philanthropic sector may be impacted, check out our on-demand webinar featuring insights from legal experts.
From Fundamentals To Compliance: Exploring The Best Practices Of A Well-Run Foundation
ICYMI, our experts shared some of the secrets to success for “well-run” foundations, starting with best practices in two key areas.
Tax And Legal Insights Series: From Best Practices To Regulatory Changes
You asked, we answered! We’re partnering with our legal experts to bring you a new series where they will share their unique expertise.
Unrestricted Awards To Remarkable Individuals: A Grantmaking Tool That Prioritizes The Grantee
Get insights from the Maxwell/Hanrahan Foundation on how they’re issuing grant awards to individuals while meeting the foundation’s disbursement obligations.
The Secret To Joyful Giving: A Guide To Meaningful Philanthropy
If you’re falling into the transactional rhythm of giving, try these strategies shared by our experts.
Family Philanthropy: Thriving Thru the Generations
We’ve compiled our top resources to help you explore this topic, including a webinar replay, Q&A and top takeaways from our virtual roundtable.
What We’re Watching: The Proposed Tax Bill and Its Impact On Private Foundations
Private foundations are keeping a close eye on a new tax bill that was introduced by the House Ways and Means Committee.
Fighting For Philanthropic Freedom: How Philanthropy-Serving Organizations Are Lending Their Voices and Taking Action
A broad array of PSOs are stepping in to preserve the ability for people to pursue charitable giving on their terms.
Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations
ICYMI, our experts provided an overview of these two strategic giving vehicles along with the signature features, key differences and how they can be leveraged for impactful giving.
How Private Foundations Can Avoid the Compliance Pitfalls of Fundraisers and Galas
Learn how to help clients navigate the legal issues from the improper use of foundation tickets.
Forrester Finds Half of Firms Expected to Lose Assets During the Great Wealth Transfer
Here’s a quick rundown from research and advisory firm Forrester outlining some key trends that may prove to give advisors a headache.
5 Signals of High-Impact Charities
When it comes to philanthropy, you want to ensure that your donations make a real difference.
How Can Giving Help Your Relationship with Money?
Making intentional changes to your relationship with money can help you make smart financial and giving decisions.
In Turbulent Times, Lessons From the Past Can Help Chart a Course Forward
In times of uncertainty, donors may reconsider, postpone or suspend their giving, but successful charitable organizations will chart a course to maintain relationships.
Is This the Worst Gift Annuity Ever Written?
We see a lot of good charitable gift annuities, but we’ve also seen some highly questionable examples.
Foundation Source Acquires Pacific Foundation Services, Solidifying Position as Leading Provider of Philanthropic Solutions
Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, today announced it has acquired Pacific Foundation Services (PFS), a foundation management organization based in San Francisco providing philanthropic strategy, grants management, and enhanced accounting support to some of the Bay Area’s largest foundations. The transaction reinforces Foundation Source’s position as the nation’s premier provider of foundation management services and increases its charitable assets under administration to nearly $40 billion. It also boosts annual deployment of charitable funds to more than $2.7 billion.
The NonProfit Times
Foundation Source announced its latest acquisition of Giving Place, a software platform for family office giving programs and private foundations, from Give, a TIFIN Company.
Inside Philanthropy
This article explores how the rise of young female donors presents new opportunities for nonprofits.
Financial Advisor
National Philanthropy Executive Gillian Howell shares why, for many donors, the best choice isn’t to use either a private foundation or a DAF but both.
Investment News
This article explores why it’s important in periods of volatility not to lose sight of clients’ long-term goals.
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