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      • 2026 Report on Private Philanthropy
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        2026 Report on Private Philanthropy

        Giving and Investment Trends Within Private Foundations
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        Appointments of Manu Sood as Chief Technology Officer and Hetal Patel as Head of Product reflect continued investment in technology, AI and product innovation
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        Giving and Investment Trends Within Private Foundations
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12 events found.

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  • August 2026

  • Tue 11

    Foundation Source’s Offerings: Live Presentation – Aug 11, 2026

    August 11 @ 1:00 pm - 2:00 pm EDT
    Virtual Event

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...

  • Thu 27

    Best Ways To Engage Family & Build Legacy: Quick Tips From Our Experts

    August 27 @ 1:00 pm - 2:00 pm EDT
    Virtual Event

    When the topic of philanthropy comes up, do you feel prepared? If not, you’re not alone. We’re pleased to share...

  • September 2026

  • Tue 8

    Foundation Source’s Offerings: Live Presentation – Sep 08, 2026

    September 8 @ 1:00 pm - 2:00 pm EDT
    Virtual Event

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...

  • Wed 9

    The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Advisory Practice

    September 9 @ 2:00 pm - 3:00 pm EDT
    Virtual Event

    Many financial advisors treat philanthropy as a niche topic, reserved for year-end tax planning. This is a significant missed opportunity....

  • Mon 14

    Future Proof Festival 2026

    September 14 @ 8:00 am - September 17 @ 5:00 pm EDT
    Huntington Beach Huntington Beach, Orange County, CA, United States

    BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups,...

  • Thu 17

    Northern Ohio Charitable Gift Planners – Planned Giving Day

    September 17 @ 8:00 am - 5:00 pm EDT
    Marriott Cleveland East 26300 Harvard Rd, Warrensville Heights, OH, United States

    Join NOCGP for a dynamic day focused on what’s next in charitable giving. Together, will explore how the philanthropic landscape...

  • Wed 23

    DAF Giving Summit

    September 23 @ 8:00 am - September 25 @ 5:00 pm EDT
    Fairmont Austin 101 Red River St, Austin, TX, United States

    The DAF Giving Summit convenes leaders across philanthropy, wealth management, and the nonprofit sector for three days of ideas, connection,...

  • October 2026

  • Mon 12

    OneAscent Empower Conference 2026

    October 12 @ 8:00 am - October 14 @ 5:00 pm EDT
    OneAscent Nashville, TN, United States

    The Empower Conference welcomes any advisor who desires to align their practice with faith and values. Empower offers tools, strategies,...

  • Tue 13

    2026 Forbes | SHOOK Top Advisor Summit – CANCELLED

    October 13 @ 8:00 am - October 16 @ 5:00 pm EDT
    The Wynn 3131 Las Vegas Blvd S, Las Vegas, NV, United States

    October 13-16, 2026 - The Wynn, Las Vegas, NV October 13: For all Top Advisors: Roundtables & High-level idea sharing,...

  • Tue 13

    Foundation Source’s Offerings: Live Presentation – Oct 13, 2026

    October 13 @ 1:00 pm - 2:00 pm EDT
    Virtual Event

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...

  • Wed 21

    2026 AdvisorHub | Advisors to Watch Summit – Growth in the Age of AI

    October 21 @ 8:00 am - 5:00 pm EDT

    October 21, 2026 - 583 Park Avenue, New York City AI is giving advisors new ways to grow and better...

  • November 2026

  • Tue 10

    Foundation Source’s Offerings: Live Presentation – Nov 10, 2026

    November 10 @ 1:00 pm - 2:00 pm EST
    Virtual Event

    Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...

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Foundation Source empowers people and companies to create a better world through philanthropy. We support more than 27,000 charitable organizations with innovative technology backed by philanthropic expertise.

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Connecticut 55 Walls Drive
Suite 302
Fairfield, CT 06824
New York 3333 New Hyde Park Road
Suite 406
New Hyde Park, NY 11042
California 1660 Bush Street
San Francisco, CA 94109
Massachusetts 129 Mount Auburn Street
Cambridge, MA 02138

© 2026 All Rights Reserved. Foundation Source Philanthropic Services Inc. Foundation Source is a registered trademark of Foundation Source Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Source does not provide banking services; such services are provided by Webster Bank, N.A. or another third-party financial institution.

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  • TECHNOLOGY
    • icon-foundation-platformFoundation PlatformIndustry-leading software for managing all foundation activities
    • DAF PlatformWhite-labeled donor-advised fund programs for wealth managers and nonprofits
    • FundOSWhite-labeled donor-advised fund programs for wealth managers and nonprofits
    • Enterprise ConsoleUnified administration, reporting and SSO for financial institutions
  • PROFESSIONAL SERVICES
    • Private FoundationsA full suite of foundation creation and management services
    • Endowment Sub-AccountingEfficient, accurate, multilevel sub-accounting for nonprofits
    • Donor-Advised FundsModern, scalable DAF solutions for every donor and community
    • Planned GivingSolutions for gift administration, compliance, consulting and marketing
    • Philanthropic AdvisoryIn-house team of specialists with deep domain and regulatory experience
    • Website ServicesCost-effective, customized websites created by philanthropic experts
    • Fiscal SponsorshipPre-approved grant program for fundraising and grantmaking
  • BY ROLE
    • DonorsModern tools for impactful giving
    • NonprofitsSpecialized expertise for large legacy gifts
    • Financial InstitutionsEnterprise-grade charitable giving solutions
    • PartnershipsLong-term, strategic philanthropic support
  • ADVISORS
    • Wealth Advisors
    • Attorneys
    • Accountants
    • Family Offices
  • ABOUT US
    • Company25 years of creating a better world through philanthropy
    • TeamMeet our senior executives and thought leaders
    • NewsroomThe latest media coverage and announcements
    • CareersJoin our mission-driven team
  • RESOURCES
    • Resource HubExplore a vault of philanthropic best practices, research and trends
    • BlogGet new insights on giving for donors and advisors
    • EventsJoin us at webinars, live events and industry conferences
    • KitsTake a deep-dive with our curated, thematic resources
    • Client StoriesDiscover the stories of our clients who make an impact
    • PodcastsListen to conversations with industry and sector leaders
    • GrantSafe®Check the tax-exempt status of a charity before you give
  • CONTACT