At Foundation Source, one of the things that sets us apart is the caliber of our in-house subject matter experts—leaders who are regularly called on to weigh in on the intersection of philanthropy, wealth management and technology. In a recent InvestmentNews interview, “Philanthropic Planning Is Wealth Management’s Next Competitive Frontier, Beyond DAFs,” our President Sabrina Bailey made the case for charitable giving as a scalable, fully integrated advisory discipline—and offered advisors a roadmap for closing the gap between what clients expect and what most practices actually provide.
Read the article to delve into key topics for advisors and firms including:
- Why the philanthropy gap is one of infrastructure, not awareness
- Moving beyond the donor-advised fund default to the full spectrum of charitable vehicles
- “PhilTech” as the next logical evolution in the advisor tech stack
- Using giving to engage the next generation and retain assets across transfers
- What to ask when evaluating a philanthropic planning platform
- And more
“The gap isn’t one of awareness, it’s one of infrastructure,” said Sabrina. “Advisors need access to specialized expertise, technology and operational support that make planning across a spectrum of charitable vehicles practical to deliver.”
Looking for more insights like this from our leadership team?
Don’t miss our Executive Insights Series for more unique perspectives from our seasoned team of philanthropic experts.
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.
