Inside This Issue…
From year-end giving strategies to our 2026 Giving Outlook, our curated collection of resources is designed to help empower philanthropy now—and in the future.
Client Spotlight: The Morgridge Foundation
Award-winning author Carrie Morgridge is helping readers take personal inventory of three things to help set themselves up for successful giving.
Key Findings: 2025 Report On Private Philanthropy
We analyzed the grantmaking and investing activities of more than 1,100 in our client base—read on to discover the findings.
2026 Giving Outlook
As policy, technology, and purpose converge, strategic givers are redefining generosity for a new era.
Top 5 Reasons to Start A Private Foundation Before Year-End
Why wait when you can take advantage of so many benefits now?
How a DAF Can Complement A Private Foundation This Holiday Season
Stephen Kump shares how to leverage a DAF alongside your foundation at year-end to optimize your philanthropic impact.
Does OBBBA Create a Window of Opportunity For Donors This Year?
The short answer? Yes. See the tax changes coming in 2026.
Smart Giving: Exploring The Hidden Tax Benefits of Charitable Vehicles
Our legal officers share how donors like you can ensure tax-efficient giving.
New Tax & Legal Insights Series: From Best Practices to Regulatory Changes
Get clarity and guidance on the topics you’re most interested in.
Building a Philanthropic Legacy with a Family Foundation
Get insights from two seasoned philanthropic experts on the legal considerations and strategic approaches that family foundation leaders consider in building their legacy.
Advisor Spotlight:
Guest author Melanie Schnoll Begun of Morgan Stanley shares the critical role that financial advisors can play not just as specialists, but as central connectors.
The Philanthropy Advantage
See why philanthropy is a growth engine for the future of wealth management.
December DAF Deadlines: When Clients Need To Act For 2025 Tax Benefits
This quick-reference guide provides key dates advisors need to know to ensure clients’ charitable contributions are processed in time.
Temple University Unveils Donor-Advised Fund Program Through Partnership With Foundation Source And Charityvest
The program is designed to give alumni and supporters an expanded, flexible way to contribute to the university and other qualified charities.
How Donor-Advised Funds (DAFs) Simplify Your Giving
Our President of DAFs Stephen Kump provides insights on the benefits of DAFs in the Inspired Money podcast.
From Charity to Empowerment: Nonprofit Discourses and Practices Shaped by Generational and Income-based Perceptions of Philanthropy
Our research with Next Gen donors was cited in this international peer-reviewed journal on how generational and income-based differences influence donors’ preferences.
An Advisor’s Guide to 2026 Philanthropy Trends
Gillian Howell shares three key areas to watch and practical steps to help clients make the most of their giving—as well as their overall financial picture—in the year ahead.
Top Financial Professionals in the US
CEO Joe Mrak earned a spot on the InvestmentNews 2025 Hot List, which honors professionals who demonstrate exceptional leadership, innovation and impact in America’s wealth management industry.
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