Your HNW clients rely on you for holistic guidance. And the work you’ve been doing together prepares them to weather volatile times like these and stay focused on their long-term goals. The markets are especially difficult right now and that makes it easy to focus…
If there was ever any doubt that technology would make its way into the charitable realm, the pandemic’s reliance on virtual tools made clear how all-encompassing such trends would become. From automation and crowdfunding to digital platforms and social media…
Generosity can take many different forms. As the nation’s largest provider of support services to private foundations, every day we see inspiring examples of the variety and creativity that can make giving so impactful for the recipient – and rewarding for the giver.
The following ideas can help established and newly formed foundations creatively meet their obligations in a difficult market environment, help […]
For more than two decades Foundation Source has brought unparalleled knowledge and expertise to private foundations nationwide. Here are some highlights from our 20th year of service.
Whether there’s a shift in societal norms, urgent community needs, a humanitarian crisis, a natural disaster, or a pandemic, today’s changing environment reminds givers of the importance of a philanthropy refresh by assessing their strategy and grantmaking priorities…
Our 2021 Report on Private Foundations – Endowments analyzes the endowment activities of more than 1,000 private and family foundations.
In our recent 2021 Report on Private Foundations – Endowments we analyzed the endowment activities of more than 1,000 private […]
Here’s a summary of the three proposals. For more information, watch the replay of Philanthropy in Transition: Navigating the Shifting Tax Landscape.
Read our proprietary report on clients’ grantmaking behavior.