See what’s trending in philanthropy…
In our first issue of the year, we’re sharing a quick roundup of resources and news philanthropists and their professional teams can use to explore their giving potential.
Client Spotlight: 2024 Survey Results
What’s next for funders? We asked our clients to share what they’re focusing on in 2024.
Foundation Source Expands Its Team
ICYMI: we recently acquired PG Calc, the leader in planned charitable gift administration services and software, which enables us to more broadly provide expertise and specialized support to private foundations.
2024 Tax Strategies Guide
Just in time for tax season, this guide provides a suite of specialized insights to help foundations maximize their tax benefits.
Measuring Effectiveness Checklist
Is your charitable funding effective? Find out by asking your grantees these key questions.
Pivotal Philanthropic Stages: Key Takeaways
The decision to start a foundation is a transformative milestone, but what are the other crucial decisions founders must make?
Succession in Family-Led Board Foundations
Changes in leadership are necessary and inevitable—here’s how to plan for a successful and orderly transition.
Key Dates for Foundations in 2024
Keep this digital checklist on hand for the most important milestones for foundations throughout the year—from tax filing deadlines to minimum distribution requirements.
Advisor Spotlight
Nick Flores from multi-family office Caprock discusses the opportunity in values-aligned investing in our Be Giving Podcast.
What the Proposed DAF Treasury Regulations Mean for Advisors
Two leaders in the tax-exempt space give a brief update on some proposed regulations that have the potential to change with a public hearing set for May 6, 2024.
Making Philanthropy a Core Piece of a Wealth Management Practice
Our CMO shares ways that charitable expertise can strengthen a holistic advisory practice.
Crain Currency: Generosity unveiled: The philanthropic paths of 3 prominent families
Three global families discuss the “why” behind their philanthropic efforts and how they bring their impact to life.
WealthManagement.com: Charitable Planning: What Your Practice Needs in 2024
Our CEO Joe Mrak shares what advisors can do now to better serve their clients.
The Nonprofit Times: AI Helps Getting to Answers Faster – When Trained
Experts explore how nonprofits can use AI in the short-term to best support them.
Chronicle of Philanthropy: Stuck at Home During COVID, Gen Z Started Charities
See how the Farmlink Project leveraged the COVID downtime of 600 college seniors to quickly build a sizable nonprofit with volunteer labor.
National Center For Family Philanthropy: Improving Philanthropic Practice By Prioritizing Reflection & Learning
What does it take for philanthropy to be effective? NCFP believes funders must employ these 4 principles.
The Center for Effective Philanthropy: 10 Things Your Grantees May Be Saying About You
CEP highlights some feedback from grantees they surveyed in 2023.
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