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…
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…
Philanthropy is much more than making donations—it’s an effective way of sharing values across generations and illustrating personal and family interests, passions and creativity.
Here are five tips just in time to extend your year-end giving and make sure you are maximizing your charitable giving to organizations important to your and your family’s hearts.
Whether you’re researching organizations or already have some in mind, here are 10 key questions to ask when evaluating a nonprofit.
Discover how Foundation Source helped a client achieve his philanthropic goals while preserving more capital for mission.