Inside This Issue…
From a new donor survey on what funders predict for their giving in 2026 to an uplifting series on women leaders throughout philanthropy, wealth management and technology, our first edition of the year is designed to help refresh philanthropy—and spark inspiration for a successful year.
Client Spotlight: A to Z Impact Foundation
Dive into their philosophy of impact investing and how they’re happily sacrificing financial returns on investments for shared prosperity and positive societal outcomes.
2026 Donor Survey
Discover what we heard from our private foundation and donor-advised fund clients as they gear up for giving this year.
30-Min Webinar: Charitable Giving Tax Benefits 101
Join our CLO on 3/31 at 1 pm ET to get a breakdown of the tax benefit basics for effective philanthropic planning and practical strategies for maximizing impact.
New Blog Series: Inspiring Interviews with Women Leaders
We’re recognizing Women’s History Month throughout March to spotlight the female leaders who are paving the way for philanthropy, wealth management and technology.
Refresh Your Philanthropy: Explore Giving Vehicles That Enhance Strategies
We’re covering some of the most popular charitable giving vehicles that can help you maximize your impact.
Productive Philanthropic Discussions with Donors in the Wake of The OBBBA’s Tax Changes
We reached out to one of our experts at PG Calc to get his take on how nonprofits can not only help temper the waters but even encourage more charitable giving now.
Key Dates For Foundations In 2026
Whether you’re thinking of starting a foundation or want to better manage your existing one, you’ll benefit from this workable checklist of key annual dates every foundation should know about!
NextGen Philanthropy: Recent Findings From Pew Research Center
For foundations, the first quarter of a new year is an ideal moment to align philanthropic strategy with the realities young people are actually experiencing.
Fiscal Sponsorship: Helping Changemakers Respond Fast
Quickly secure tax-deductible funding for your charitable project—even if your organization isn’t recognized as a 501(c)(3) charity.
Advisor Spotlight: Marty Dutch
Morgan Stanley’s Executive Director and Senior Philanthropic Advisor shares the wisdom she’s earned while working in the wealth management sector.
7 Ways To Elevate Your Advisory Practice
In our new infographic, we reveal the top ways philanthropy services can serve as a growth engine.
New CapShift Blog: Advisors As Impact Guides
Advising on impact strategies is about helping clients see their capital as a tool—one that can be intentionally aligned with their mission.
Donor Report: How to Establish a Private Foundation
In their recently published donor report, Inside Philanthropy shares insights on how to establish a private foundation—as well as options for outsourcing operations.
Wealthy donors stay the course on giving as Anthropic funnels AI fortunes into philanthropy
A recent article in Investment News cites a new Foundation Source survey of private foundations and donor-advised fund users found that roughly 93% of affluent donors expect to maintain or increase their giving this year.
Turnkey DAF Programs for Nonprofits
Our President of DAFs Stephen Kump appeared on the Let’s Talk DAFs podcast to discuss the opportunity around DAFs with nonprofits and universities.
Key findings from Foundation Source data and 2026 giving outlook
A new article in Candid Insights examines our 2025 Report on Private Philanthropy and the 2026 Giving Outlook to help set expectations for giving in the year ahead.
Foundation Source Appoints Sabrina Bailey As President
This newly created role strengthens enterprise leadership structure to support continued growth and platform enhancement.
Advisor Tech Talk
In a recent roundup, Digital Wealth News announced the addition of several seasoned industry veterans in key roles at Foundation Source, marking a significant milestone in the company’s next chapter of growth.
Charityvest Reports Record 2025 Charitable Giving, More Than Doubling Contributions and Grants
See the highlights of significant year-over-year increases in contributions and grants and platform enhancements that will better serve its expanding donor base and new partnerships with wealth managers.
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