See what’s trending in philanthropy…
In our third issue of the year, we’re sharing the must-read stories and resources to help philanthropists and their professional teams get ready for the giving season!
7 Reasons to Start a Private Foundation Before the Busy Giving Season
There’s no “wrong” time to start a foundation…but there are a few things to consider that could best set you (and the causes you care about) up for success now.
How Gen Z and Millennials View Charitable Giving
Our new report examines the actions, inspirations and goals of charitably active Gen Zers and Millennials—see how they’re shaping tomorrow.
The Many Facets of Family Philanthropy: Webinar Replay
ICYMI: subject matter experts shared real-life examples of how today’s philanthropic families are navigating the highs and lows of their charitable giving.
Case Study: Succession Planning in a Family Foundation
See how proactive succession planning in a family foundation honored a founder’s legacy and engaged the next generation—and helped set the stage for governance in perpetuity.
Three Psychological Barriers That Hold Donors Back From Giving
The National Center for Family Philanthropy (NCFP) uncovered three of the most common psychological obstacles that inhibit donors from moving more resources—and offer solutions based in behavioral science.
Has The Great Wealth Transfer Already Begun?
According to the Forbes World’s Youngest Billionaires 2024 list, there’s a signal that indicates the inheritance wave isn’t just on the horizon.
Three Key Opportunities For HNW Families—And How You Can Better Support Them
Over the past two decades, research conducted with family offices and wealthy families has revealed some meaningful trends. The historical context paints an interesting backdrop, but what does it mean for advisors today?
What Your Wealthiest Clients Want Isn’t Just Money
Regardless of their influence and wealth, your HNW and UHNW clients are looking for more out of life than achieving financial success. Find out what they’re really looking for.
Starting a Private Foundation
For over 100 years, private foundations have been the gold standard of giving vehicles for those seeking the maximum impact and flexibility for their philanthropy.
Every Dollar Counts: How to Evaluate a Nonprofit
Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
What Is a DAF? (Hint: ‘D’ Stands for Donor)
In this issue of their blog series, The Big Dumb Question, our expert team at PG Calc consider some of the reasons why DAFs have become so popular and how donors are likely to continue to use them, come what may.
The Advisors Guide to Charitable Conversations with Clients
Our experience managing more than 2,000 private foundations suggests that when it comes to advising their philanthropic clients, there are three distinct traps for the unwary advisor.
TechImpact, Grantbook, Peak Grantmaking and Technology Association of Grantmakers: The Consumers Guide to Grants Management Systems For Public and Private Foundations
Updated every four years, the recently released Consumers Guide to Grants Management Systems For Public and Private Foundations places an emphasis on identifying and evaluating the most important features for grants managers.
Crain Currency: What Donors Need to Know Before — and After — Writing That Check
Featuring commentary from Elizabeth Wong, our head of philanthropic advisory services, this new story explores the considerations for donors to make before and after they give to charities.
The Center for Effective Philanthropy: Four ‘T’s for Better Funding Relationships and Healthier Nonprofits
Find out how funders can stretch their own impact with grantees while addressing some of the core challenges that those organizations face.
The Chronicle of Philanthropy: Giving Continues Its Decline, Down 2.1% in 2023. Can Fundraisers Turn the Tide in 2024?
It’s clear that inflation has had an impact on giving from individuals, but one thing remains true: foundations play a steady role in supporting nonprofits and charities in every economic environment.
WealthBriefing.com: Pioneering Philtech: How Foundation Source is Using Tech For Good
In this interview with Foundation Source CEO Joe Mrak, we explore the need to support philanthropy as part of a wealth management solution and our plans to expand into new areas of the charitable giving landscape.
Financial Advisor: The Whole Philanthropic Picture
CMO Hannah Shaw Grove explains how extending your offerings beyond traditional investment advisory expertise and taking the bigger picture into account allows you to deepen existing relationships by getting to know clients on a more personal level.
Barron’s: Should Your Client Form a Foundation, DAF or Both?
This article explores how the thoughtful integration of private foundations and DAFs can provide a powerful framework for clients to pursue effective and sustainable philanthropy.
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