From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors.
This webinar will focus on “mini segments” that focus on 5 different topics:
- Granting to for-profit organizations
- Real estate
- Corporate foundations
- Regulatory update on OBBB
- Reminder: that if clients have income that needs to be offset this year, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
ABOUT FOUNDATION SOURCE
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
