Inside This Issue…
From a new TPI study on philanthropic conversations between advisors and HNW clients to the latest comprehensive kits to help donors, advisors, and nonprofit organizations strategize giving, this edition is packed with valuable resources to prepare the philanthropic sector for a successful second half of the year.
Client Spotlight: Greg Price and The Gamble Foundation
This insightful interview reveals why this six-decade-old foundation champions open learning and collaboration, third-party support and new capacity-building efforts.
New Webinar: Governance Guardrails For Private Foundations
Join two seasoned philanthropic experts for a practical introduction to private foundation governance—including the key rules and how to avoid common pitfalls.
Charitable Giving & Tax Benefits 101 Fast Facts Kit
Our most comprehensive kit provides an in-depth look at the tax benefits and grantmaking capabilities of private foundations, DAFs and fiscal sponsorships.
New TPI Study of The Philanthropic Conversation
While 88% of HNW donors report that philanthropic conversations with their advisors are important, only 61% are very satisfied with these discussions.
Building a Philanthropic Legacy with a Family Foundation Kit
Our experts share the legal considerations and strategic approaches family foundation leaders use to build a philanthropic legacy that lasts.
The Philanthropy 50: Insights From The Year’s Biggest Donors
The rankings are out for the year’s biggest donors—see who made the list and what you can learn from their approaches to giving.
Share The Gift of Giving with Grant Certificates
With wedding and graduation season here, why not pass on the joy of philanthropy to others?
A Guide To Structuring and Managing a Foundation Board
One of the great things about having a private foundation is that you get to choose your board structure and decide who initially sits on it—here’s how it works for our clients.
Grantmaking Organizations Survey: What TAG’s Report Reveals About PhilTech
More than 350 foundations participated in TAG’s survey, resulting in helpful insights on everything from AI adoption and governance to shifts in workplace models.
Advisor Spotlight: Raymond James Trust’s Chief Sales & Marketing Officer
We connected with Nicole Hisler, Chief Sales & Marketing Officer and President of Raymond James Charitable, to learn more about what drew her to wealth management—and why she believes being a female in a leadership role is a superpower.
The Philanthropy Advantage Kit
Discover seven ways philanthropy services can help you deepen relationships, add measurable value, and respond to what today’s affluent clients expect.
Ask The Experts: Retaining NextGen Clients with Philanthropy Kit
Our CLO shares how philanthropy can help advisors build lasting, multi-generational relationships and navigate the Great Wealth Transfer.
5 Things You Need to Know About Charitable Planning Before The End of The Year Kit
The advisors that win in December start preparing in summer—start here with these key considerations for charitable planning.
Donor Advised Funds (DAFs): 2026 Outlook & Strategic Implications
Our 2026 Giving Outlook was recently cited by the American Heart Association as evidence of shifting priorities and challenges for the philanthropic sector.
Government Cuts Are Testing Nonprofits, Creating New Opportunity
A recent article in The NonProfit Times cites a 2026 Foundation Source survey of donors that found roughly 93% of affluent donors expect to maintain or increase their giving this year.
Philanthropy talk is now standard in wealth advising — but advisors are still misreading client motivations
Featuring commentary from Foundation Source and other sponsors of the new TPI study, InvestmentNews maps where the knowledge gaps (and the openings) lie.
2026 Family Wealth Report Awards
Foundation Source was honored as the winner in the Philanthropy Advice category at the 2026 Family Wealth Report Awards, the latest industry recognition for the company’s differentiated offering.
How To Help Your Clients Give More Effectively
This recent article examines how advisors can help clients give more effectively by refining their focus and blending giving with planning.
BPN Insights
Our CRO recently appeared on the BPN Insights podcast to discuss advisor misconceptions around philanthropy and the benefits of incorporating it into an advisory practice.
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