As you seek ways to make a difference, it helps to understand the distinction between charity and philanthropy—with the latter having a strategy. Read on to learn more and find out why there is room for both proactive and reactive giving in the world...
During a market downturn, it may feel like a duck-and-cover approach is the safest place to be as an advisor who is working with frustrated investors. But life continues to go on—whether markets are up or down. Investors sell businesses. They need help with estate...
Whoever thought that giving money away could be so hard? While there are many options to donate to a favorite cause or charity, philanthropists who are looking for a more strategic, structured approach to giving often have questions about how to start and...
We are excited to continue our Featured Friday series with Anthony Quarino, who was recently promoted to Senior User Experience Designer at Foundation Source. Keep reading for an inside look at what it’s like to work on the Product Management team at Foundation Source.
In this post, Hannah Shaw Grove, Chief Marketing Officer, shares the three most compelling learnings from our recent webinar with Joel Treisman, a scholar-practitioner in the fields of positive psychology and the psychology of wealth, where we examined...
As the climate change crisis worsens, people are rethinking their approach to this complex environmental issue. We would like to take a moment to highlight one of our clients and their innovative approach to encourage the next generation to work on climate solutions...
It’s often said that with age comes wisdom, and now in our third decade of service providing strategic support to thousands of private foundations, we’ve learned that although our clients come from different backgrounds and perspectives, they’re all committed to the...
It’s National Stress Awareness Month, and did you know that giving can actually help you better manage your stress? The health benefits associated with giving include lower blood pressure and stress levels and greater happiness and satisfaction. Studies have even...
We are so excited to announce our new Featured Friday series that will highlight the hard work and dedication of the Foundation Source team. For our first employee spotlight, we sat down with Kimberly Scott, Director of Client Services, and asked her about her...
Wherever it takes you, the journey towards achieving maximum philanthropic impact starts with your convictions and beliefs and about how you might change the world for the better. Values are your guide stars. They guide the choices you make, and the most satisfying...
Sunflower emojis, striking blue and gold flags, and heart-breaking images are filling our newsfeeds as the world witnesses human suffering due to the conflict in Ukraine. But almost as fast as the situation began to unfold, philanthropists wasted no time stepping in to
As Women’s History Month comes to an end, we want to take a moment to thank all of the incredible women on the Foundation Source team for their unique talents, hard work and dedication. We recently talked to 7 women on our leadership team about what it’s like to be a wo
Making an impact is top-of-mind for the private foundations we serve and support. And as the last few years have taught us, the world and its needs change…constantly. There have been natural disasters, shifts in societal norms, a pandemic, a humanitarian crisis...
If you find recent conversations with your charitable clients turning to the humanitarian crisis in Ukraine, you’re not alone. It’s a critical time, and as a trusted advisor, you play a vital role in supporting your philanthropic clients as they make key decisions to...
In recognition of National Clients’ Day, we want to pause and thank our clients for the privilege of providing their private foundations with the services and support they need to make an impact. “Our clients are the heartbeat of our business, and we’ve been proud to...
Whether you’re a busy philanthropist or an advisor who supports charitably-inclined clients, it can be challenging keeping up with the latest news and information that can help you make an impact. That’s why we’re excited to introduce you to the first issue of...
It’s International Women’s Day and we can’t think of a better time to shine the spotlight on the women leaders in philanthropy. From creating their own wealth and establishing their own private foundations to expanding research in order to increase understanding...
Technology has been, and always will be, the cornerstone of the work we do to support the important endeavors of […]
Philanthropists are getting in on the increasingly popular strategy to prominently display their family name on a public landmark or building. That’s because charitable individuals and families are utilizing naming rights in connection with a donation...
Love is in the air and even though Valentine’s Day may have come and gone, that doesn’t mean we can’t still show others how much we care. And one of the best ways to do this is through charitable giving. There are even health benefits associated with giving including lo
Recently, The New York Times ran a thought-provoking story on “troll philanthropy”, which underscores the reality that the charitable giving of high-profile, megadonors is frequently – if not always – subject to public scrutiny, whether it’s instigated by the donors or
Part of what makes our work at Foundation Source so meaningful is getting to have a front-row seat to the amazing impact our clients are having on solving world problems, such as sex trafficking. Take our client, Abigail Seldin—she was recently interviewed by eJewish Philanthropy to share why she and her husband, Whitney Haring-Smith, started the Seldin / Haring-Smith Foundation (SHSF).
It’s a new year and a perfect time to take stock of your philanthropy and charitable activities. As you look at giving through fresh eyes, ask yourself – what is really needed and am I able to react to it? It may be time to consider adding structure to your giving...
As you pack away the holidays and look to approach the new year with a refreshed perspective, organizing is often one of the first things that comes to mind. But have you thought about taking a more organized approach to your philanthropy this year?
As we turn the calendar to a new year, it’s the perfect time to help your clients think about their philanthropy through a fresh perspective. Set them up for success when they receive requests from nonprofits by encouraging them to start thinking about the causes they..
For your charitable clients, philanthropy is about so much more than making donations. It’s how they share values across generations. It can help them express personal and family interests and ignite passions and creativity. And it’s a way for them to foster family...
When you experience the “joy of giving,” you know it can be a real and powerful thing. But with our busy lifestyles and endless giving programs, the truth is that most of us could use a little help reconnecting to that feeling again and to give joyfully.
Family philanthropy is a key driver of social change and a great way for high-net-worth (HNW) families to clarify their values, commit to a mission, and work collaboratively across generations to build and protect their legacies.