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ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A

Steven DuBrava and John Johnson covered common questions and missteps during client conversations, including why philanthropy is more than a year-end discussion, what values-driven planning…

Articles

ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Key Takeaways

Advisors who lead with meaning, not just math, are the ones who deepen relationships and earn the trust of the next generation. These key takeaways…

On-Demand Webinars Videos

Charitable Giving Tax Benefits 101: Fast Facts – Part Two

In part one of our Charitable Giving Tax Benefits 101 webinar earlier this year, @Jeffrey Haskell shared how different charitable giving vehicles offer distinct tax…

Reports & Surveys

2026 Report on Private Philanthropy

Giving and Investment Trends Within Private Foundations

Whether you are a foundation, an individual donor, an advisor or a nonprofit leader, we hope this report equips you with actionable intelligence to navigate…

Reports & Surveys

September 23, 2026

Key Findings – 2026 Report on Philanthropy

GIVING AND INVESTMENT TRENDS WITHIN PRIVATE FOUNDATIONS

Stability in a Transitional Time As we examine private foundation giving trends in 2024 and 2025, the data in this report offers a valuable benchmark…

White Papers

Debunking the Private Foundation Myth

WHY IT'S LIMITING YOUR CLIENTS' GIVING

Somewhere along the way, the idea that a client needs at least $10 million to justify a private foundation became conventional wisdom. It sounds plausible,…

White Papers

Beyond the Balance Sheet

SOLVING THE INSTITUTIONAL ENDOWMENT CHALLENGE

If you manage endowment portfolios for nonprofit organizations, there are a few key aspects about them that are critical to understand. In this white paper,…

Articles

WHY IT’S COSTING YOUR CLIENTS OPTIONS

One of the biggest myths of private foundations is that you need $10 million to justify one. It isn’t tax code or a requirement, and…

ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A

Private Foundation Giving Tops $1 Billion, Rising 15% as Foundations Distribute 7.1% of Assets

ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A

Resource Hub

Getting to Know Foundation Source

ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A

ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Key Takeaways

Charitable Giving Tax Benefits 101: Fast Facts – Part Two

2026 Report on Private Philanthropy

Giving and Investment Trends Within Private Foundations

Key Findings – 2026 Report on Philanthropy

GIVING AND INVESTMENT TRENDS WITHIN PRIVATE FOUNDATIONS

Debunking the Private Foundation Myth

WHY IT'S LIMITING YOUR CLIENTS' GIVING

Beyond the Balance Sheet

SOLVING THE INSTITUTIONAL ENDOWMENT CHALLENGE

Best Ways to Engage Family & Build Legacy – Key Takeaways

Best Ways to Engage Family & Build Legacy – Q&A

The $10 Million Private Foundation Myth

WHY IT’S COSTING YOUR CLIENTS OPTIONS

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