Inside This Issue…
The time to get ready for giving season is now and this edition is where you’ll find new research, philanthropy trends and strategic insights to help empower philanthropists, advisors, and nonprofits.
Client Spotlight: The Linda and Mike Mussallem Foundation
See how one foundation’s flagship initiative aims to unite stakeholders, accelerate innovation and improve lifetime outcomes for millions living with congenital heart defects.
2026 Report On Private Philanthropy
Our most anticipated report of the year is here—find out where 1,200 private foundations deployed their dollars to and much more.
AI In Philanthropy
Explore how the philanthropic sector is increasingly embracing this rapidly evolving technology and its vast capabilities.
Charitable Giving Tax Benefits 101: Fast Facts – Part Two
Our CLO is back by popular demand and sharing additional tax benefit basics for effective philanthropic planning to help you maximize impact.
Governance Guardrails For Private Foundations Kit
Our experts break down the people, policies and practices that keep private foundations running effectively through growth, transition and change.
Best Ways To Engage Family & Build a Legacy
Enjoy this compilation highlighting some of the top tips on family engagement and legacy building from our seasoned subject matter experts.
Exploring Popular Ways To Give
This chart, along with the guidance of a philanthropic expert, can help you decide which of these popular giving vehicles are best for you.
Key Takeaways: Giving USA’s 2026 Report
We recently broke down the headline numbers from Giving USA’s 2026 report and where that generosity went.
Succession Planning For Private Foundations
The absence of an obvious successor doesn’t have to be a barrier to starting a private foundation and creating a lasting legacy.
Scholarship and Fellowship Programs
Did you know we can help you design your foundation’s program to meet the legal requirements and align with your mission?
Advisor Spotlight:
UBS Optimus Foundation’s Program Director For Health and Education
We caught up with Marissa Leffler to get her insights on trends happening in the wealth management industry and her advice for the next generation of women leaders.
Technology Cornerstone For Charitable Fund Sponsors
Stephen Kump, President, DAF Division, makes the case that technology is now the most important strategic decision facing the boards and executive teams of organizations that sponsor and administer charitable funds.
Beyond The Balance Sheet
For financial advisors managing institutional portfolios for nonprofit organizations, serving an endowment client involves dynamics that go far beyond ordinary asset allocation and wealth management services.
The world’s top fintech companies 2026
CNBC and Statista have named the top 500 fintech companies globally and Foundation Source has made the list in the Wealth Technology category.
Charityvest Adds Matt Nash and James Lenhoff to Board
A recent article in Citybiz highlights Charityvest’s two newest appointments to its Board of Directors, adding executives with experience in donor-advised funds and wealth management following a year of significant growth in charitable contributions and grants.
Private Foundations Can Make an Impact Through Impact Investing
This article by our CLO Jeffrey Haskell focuses on the different ways that private foundations can engage in impact investing, including program-related and mission-related investing.
Why Tech’s Richest Founders Keep Their Billion-Dollar Foundations Offline
Featuring commentary from Foundation Source’s Senior VP of Client Success Gillian Howell, the Observer explores how privacy, security and efficiency help explain why some of the world’s richest donors avoid open applications and public scrutiny.
Philanthropic planning is wealth management’s next competitive frontier, beyond DAFs
This article, featuring insights from Foundation Source President Sabrina Bailey, explores ways PhilTech can turn charitable giving into a scalable, integrated advisory discipline.
FMG Suite Launches Institutional Intelligence To Help Financial Advisors Turn Expertise Into Growth
FMG Suite has launched Institutional Intelligence, a program that embeds specialized wealth management content, research and interactive tools into the marketing and client engagement workflows used by financial advisors, with Foundation Source joining as a premier partner.
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