When it comes to advising private foundations and their professional teams, we’ve learned a lot over our more than two decades of service. And while there may be some commonalities among foundations, we discovered along our journey that one size does not fit all...
Maximizing impact is top-of-mind for donors and nonprofits, and one way to propel a philanthropic mission forward is by taking advantage of today’s tech. As we continuously pursue new avenues to help givers power up their philanthropy with innovative applications and...
Happy Featured Friday where we spotlight one of our amazing Foundation Source employees! We are so excited to continue this series with Jayne de Gant, who is celebrating 18 years at Foundation Source this month! Keep reading to learn about Jayne’s experience and her...
Did you know that happier people give more, and that the benefits of giving go beyond making you feel good in the moment? From fostering social connection to reducing the risk of dying, research has shown that philanthropy promotes overall well-being and happiness.
With all the buzz and growing interest in alternative investments and how they may be able to provide outsize returns and downsize protection to private foundations, we decided to ask the experts to weigh in and recently hosted a webinar on this topic.
The rules and regulations that govern private foundations can be complicated and time consuming to have to parse through—and no one understands this more than Foundation Source’s Chief Legal Officer Jeffrey Haskell. As a trusted advisor to high-net-worth clients who...
We’re pleased to share that our client, the Akamai Foundation, awarded a 2021 STEM education grant to STEM From Dance, which gives girls of color access to a STEM education by using dance to empower, educate, and encourage them as the next generation of engineers...
Financial Advisor recently caught up with our Chief Marketing Officer Hannah Shaw Grove to get her take on the rise in high-net-worth family philanthropy—and how advisors can play a pivotal role when it comes to helping their clients make a difference.
In this edition of our Featured Friday Series, Brittany Powers shares what it’s like to work with Foundation Source clients, her favorite projects since joining the team, and what she looks forward to each day as a Client Operations Specialist Supervisor.
Teachers are in need of support with recent studies showing that there are currently 567,000 fewer teachers in America's public schools today than there were before the COVID-19 pandemic. Our client, The Morgridge Family Foundation, is addressing this issue head on...
As a financial advisor, it may be a knee-jerk reaction to bristle at the thought of helping your clients GIVE their money away. It’s counterintuitive, maybe even counterproductive, to the value you’re providing to your clients…isn’t it? Not according to today’s...
With 2022 halfway in the books, now is the perfect time for philanthropists and their advisors to connect with each […]
One of the most exciting things about giving is that there are countless ways to make a difference in the world. And while there really is no wrong way to be generous, you may find that by tapping into your unique skills and creativity that you walk away with an...
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.