It’s Giving Tuesday and year-end giving is in full swing, but is it too late to start a private foundation this year and maximize the tax benefits of your charitable plans? Not with the help of Foundation Source—we can help you establish a foundation in less than a week! That means you can make a big impact right away and get your charitable deductions in now.
To help donors, advisors and fundraisers get inspired during this busy time, we’re pleased to share our Guide to the Giving Season 2024, which is filled with new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future. Here’s a peek of what’s inside!
For Donors
- Shaping Tomorrow: How Gen Z and Millennials View Charitable Giving
Just in time for holiday gatherings, check out these next-gen insights and engagement strategies for foundations, advisors and nonprofits. - Foundation Source Launches Season 2 of the ‘Be Giving’ Podcast
Check out our new season and catch up on season 1 featuring compelling conversations about the biggest issues shaping the philanthropic sector. - 5 Ways Giving and Wellness Are Connected
While there are relationships between money and happiness, giving money away can actually play a role in overall wellness. - All About Donor Collaboratives: What Are They and Why Launch One
Donor collaboratives, or structured donor groups, highlight one major way that communities are harnessing their collective wisdom to pool charitable capital in alignment with their values and in pursuit of a common mission.
For Advisors
- Client Meeting Checklist
Whether your client is considering a charitable vehicle or already has one, such as a private foundation, use these questions to help guide the discussion. - Practical Tips to Integrate the Rational and Emotional Aspects of Philanthropy
With the rise of holistic wealth management, advisors are extending their offerings beyond traditional investment expertise to get to know their clients on a more personal level. - Three Key Opportunities for Families—And How You Can Better Support Them
Over the past two decades, research conducted with family offices and wealthy families has revealed some meaningful trends. The historical context paints an interesting backdrop, but what does it mean for advisors today?
For Fundraisers
- Year-End Giving: Deciphering Gift Dates
Ensure end-of-year gifts count for the current tax year with this primer on how to determine gift date. - Year-End Marketing Ideas
Mailing to donors before Thanksgiving can be an opportune time, especially for planned gifts—check out a few ideas our clients are employing.
Looking for other smart ways to give?
We have a full range of tech-enabled giving solutions for donor-advised funds, planned giving and charitable trusts. And with our philanthropic advisory services, our subject matter experts are there to guide you every step of the way.
Schedule a call or contact us at 800-839-0054 to get started now. Together, let’s #begiving.
