With 2022 halfway in the books, now is the perfect time for philanthropists and their advisors to connect with each other, take a step back and look at the big picture of their philanthropy—before the hustle and bustle of the giving season is upon us. That’s why we’re dedicating our second issue to the power of strategic giving.
From a grantmaking guidelines checklist for funders to new resources for wealth advisory professionals, we’re delighted to share some of the latest curated content to help guide you through the ever-changing philanthropic landscape with a clear strategy. Enjoy!
MindSpark Learning announced an unrestricted $10 million gift from our client, The Morgridge Family Foundation. The gift will help support the organization’s education-retention programs and other change-oriented learning and development models. Read their story in Philanthropy News Digest.
Strategic philanthropy offers both personal and financial benefits. Learn how you can maximize your impact with these four steps from Sandra L. Brager, CFP® and Partner at Aspiriant in her latest Forbes article.
In our new white paper, we outline six trends trickling down from the private sector that will affect the charitable giving space—and allow philanthropists and charities to operate more efficiently and effectively.
Recent trends have shown that foundations are aligning their assets with their social goals to maximize their impact. In a study by the Organisation for Economic Co-operation and Development (OECD), 77% of the endowed foundations practiced responsible investing. Learn more in the full report.
Our latest blog spotlights the 776 Foundation and the innovative way they’re encouraging the Next Gen to tackle climate change. For more stories from our clients, check out our Featured Friday Series on the Foundation Source Blog!
With more than 1.5 million nonprofits in the US, making grants can be both exciting and daunting. Our checklist will help you carve out a grantmaking strategy that echoes your mission and values.
The Center for Effective Philanthropy asked eight foundations to share the most important changes they have made at their foundation since 2020 that they plan to sustain going forward. See the changes they’ve made, how they did it, and why.
We tapped philanthropic management expert Gillian Howell, our Head of Client Advisory Solutions, to share her insights on the tenets of impactful giving. Read her first issue on using values and passion as your giving guide stars.
How can your foundation weather a market storm? These ideas can help you creatively meet your foundation’s obligations in a difficult market environment.
Have you checked out the new advisor series on the Foundation Source Blog? In our latest post, we’re sharing content that’s tailored to wealth advisory professionals and how philanthropy can create many benefits for everyone involved.
We took a look at how family and corporate philanthropists have deployed capital over the last two decades. See which charitable sectors came out on top in our new infographic.
When the markets are especially difficult, why not focus on the things that remain constant? From wealth transfer to taxes, explore these opportunities to connect with your HNW clients even during tumultuous times.
According to the new BNY Mellon Wealth Management Charitable Giving Study, 91% of HNW individuals said that a charitable giving strategy is a part of their overall wealth strategy. Learn more and see the two emerging trends in the full article.
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