Ready to get inspired?
Here’s a few of our favorite things for philanthropists and their professional teams this giving season. Enjoy!
Client Spotlight: The Westridge Foundation
Our client shares their insights on cancer research and making the case for funding rooted in science.
Guide to the Giving Season 2024 Kit
Don’t miss these new resources for donors, advisors and fundraisers to inspire creative, thoughtful and tax-wise gifts!
2025 Giving Outlook
CEO Joe Mrak outlines the growing power of giving and shares three key trends that are impacting the philanthropic sector.
The Secret to Joyful Giving
Get your family in the spirit of the giving season with these simple strategies and resources.
Raising a Generous Generation
We’re pleased to share what we’ve learned from families using their foundations to make a difference within the family—and the world.
How Gen Z and Millennials View Charitable Giving
ICYMI, we released a new report that sheds light on how the NextGen actually think about charitable giving.
4 Things to Consider If You Want to Be More Philanthropic This Giving Season
What does it really mean to be philanthropic? Consider the following four questions.
2024: Another Tax Season In the Books
Meet the team and tech behind the thousands of tax forms we file and prepare every year.
Why Would Someone Make a Planned Gift?
Our experts at PG Calc share the myriad reasons a donor might make a planned gift.
IRS Announces Tax Schedules, Exemptions, and QCD Limits for 2025
Many federal tax items are indexed annually for inflation—see what the IRS recently announced the new amounts will be in 2025.
5 Reasons Philanthropy Is An Untapped Growth Engine
Wealthy families need more help in one key area that many advisors are leaving on the table: philanthropy.
Practical Tips to Integrate the Rational and Emotional Aspects of Philanthropy
If you’re aiming to offer holistic advice, look no further than philanthropy.
3 Ways PhilTech Can Help Advisors Level-Up Their Practice
PhilTech is changing the game for advisors—don’t miss these insights from CEO Joe Mrak.
PR Newswire
Foundation Source launched Impactfully Mobile—expanding access to tech-based giving solutions.
CNBC
See how the next generation of wealth is changing what it means to give.
The Chronicle of Philanthropy
America’s 50 biggest donors gave to a broad array of causes last year—see who made the list.
Forbes
As philanthropy transforms, it must ensure that the benefits of AI and technology are for the betterment of all.
Advisor Perspectives
CMO Hannah Shaw Grove shares 4 Ways to Help the Next Gen Turn Aspiration to Impact.
Financial Advisor
Kara Morin from PG Calc shares how advisors can help Baby Boomers slow wealth depletion by turning to charitable gift annuities.
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