Media

FWR: Who's Moving Where In Wealth Management? – Foundation Source, Citi Private Bank

M&A: GTCR’s Foundation Source Appoints Sabrina Bailey as President

Inside Philanthropy: Donor Report: How to Establish a Private Foundation

InvestmentNews: Wealthy donors stay the course on giving as Anthropic funnels AI fortunes into philanthropy

ThinkAdvisor: Foundation Source Adds Execs for Next Growth Phase

Candid: Key findings from Foundation Source data and 2026 giving outlook

Nonprofits and the OBBBA

Tax Benefits of Donating Restricted Stock to Charity

ThinkAdvisor: 4 Ways to Grow Your Practice Through Philanthropy

FA: An Advisor's Guide To 2026 Philanthropy Trends