Being an advisor means serving as the ultimate relationship manager, overseeing and navigating a wide variety of topics with your clients. And if you want to grow your practice, it’s important to provide clients with holistic advice that extends beyond financial wellness and incorporates their values, passions and motivations. This is where philanthropy, an emerging component of the wealth management experience, comes into the equation.
Even seasoned wealth managers can find themselves underequipped for providing guidance when it comes to specialized areas like tax-efficient charitable giving and legacy planning. That’s why Foundation Source is committed to delivering the insights, resources and tools that advisors need to provide seamless and thoughtful guidance that benefits clients and their philanthropic objectives.
In addition to our blog and Resource Hub, which is our continuously expanding educational library, our SMEs are lending their expertise to professional and post-graduate level curriculum to prepare both experienced advisors and students who are planning a career in wealth management to deliver holistic client support.
McCombs School of Business Wealth Management Seminar
Our Chief Marketing Officer Hannah Shaw Grove was a guest lecturer for the spring 2025 Wealth Management Seminar for the Wealth Management Center at the McCombs School of Business at the University of Texas. The semester-long Seminar for master’s in finance candidates covers topics such as investment management, asset allocation, taxation, financial planning, risk management and client service.
Hannah’s course addressed:
- The business case for coordinating philanthropy in wealth management
- The fundamentals for donor-led philanthropy
- An overview of vehicles, tools and resources
- Benchmarks and modern approaches for putting it into practice with high-net-worth clients
American College of Financial Services DAF Certification Course
Earlier this year, our President of DAFs Stephen Kump, served as an instructor for the American College of Financial Services DAF Certification Course. The goal of this course is to equip financial services professionals with an understanding of how stakeholder management is unique in a donor-advised fund (DAF) context.
The takeaways from this course included:
- An overview of the numerous and interconnected relationships in the DAF landscape (donors, advisors, charities, communities, board of directors, the IRS, SEC/FINRA, the general public, etc.)
- The expectations of each audience
- Why it depends on what you promise to them upfront
- How we relate to most of our direct-to-donor users purely through our product and what it communicates to them
- Why we treat our advisor partners as the primary audience and attempt to relate to their donors through them
Continuing Education & Upcoming Events
Today’s leading advisors are tapping into our SMEs like Hannah and Stephen to learn how to propel their practice with philanthropy. There are a few simple ways you can stay at the forefront:
Subscribe to our blog—we’ll send you important news and insights right to your mailbox.
Check out our upcoming events, which includes webinars (and replays), conferences and speaking engagements.
Follow us on LinkedIn, Facebook, Instagram, and Threads—it’s a great way to get a pulse on philanthropy and join the conversation.
Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
