Foundation Source

80% of HNW clients believe it is their financial advisor's obligation to raise the topic of philanthropy, according to recent research, but fewer than half of advisors are actually delivering.

Sabrina Bailey, our newly appointed president, has been speaking with InvestmentNews about why this gap exists and what can be done to address it.

Continue reading here >> https://hubs.li/Q04ryp5L0

Philanthropic planning is wealth management's next competitive frontier, beyond DAFs Foundation Source's new president says PhilTech can turn charitable giving into a scalable, integrated advisory discipline.

For private foundations, governance is often treated as back-office box-checking—until the moment it becomes the only thing that matters. A leadership transition, a sudden influx of assets, a family disagreement over strategy: these are the moments when strong governance either steadies a foundation or exposes how little structure was ever in place.

Our National Philanthropy Executive Gillian Howell and Vice President of Philanthropic Advisory Services Miki Akimoto recently sat down to discuss governance and best practices.

Watch the webinar replay >> https://hubs.li/Q04rqxx10

People, Policies & Practice: Governance Guardrails for Private Foundations - Q&A A leadership transition, a sudden influx of assets, a family disagreement over strategy: these are the moments when strong governance either steadies a foundation or exposes how little structure was ever in place.

How is AI already impacting the philanthropic sector? Read today's blog to find out:

AI In Philanthropy Series #2: How AI is Changing the Work of Philanthropy In our second edition of our AI in Philanthropy series, we're taking a look at how AI is already impacting the entire sector.

"A historic wealth transfer is underway, and the next generation expects their wealth to reflect their values. We are meeting that moment by equipping advisors with the technology and resources needed to integrate giving into every client relationship, without adding complexity to their practice." Keep reading and learn more about our recent awards in this Acclaim article by CEO Joseph Mrak >> https://hubs.li/Q04qYy-Z0

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We asked PG Calc’s Senior Advisor Craig Wruck to share his insights on the current regulatory and legislative landscape—and what planned giving officers should keep on their radar. Check it out in today's blog: https://foundationsource.com/blog/the-state-of-play-navigating-the-current-landscape-of-qcd-legislation-and-daf-regulations/

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"According to the 2026 Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI), 75% of high-net-worth (HNW) donors are more likely to hire a financial advisor with charitable planning expertise, up significantly from 40% in 2018 when TPI last conducted the study. In the same vein, 78% of HNW donors now use at least one structured giving vehicle (donor-advised fund, charitable trust, private foundation, or giving circle), up from 43% in 2018. (TPI’s 2026 research surveyed 103 HNW individuals with at least $5 million in investible assets, and 300 professional financial advisors.)

Yet here’s a dilemma: The same study shows that fewer than half of HNW clients—just 49%—consider their advisor very knowledgeable about charitable giving vehicles. That gap matters. It represents a massively missed opportunity for advisors to engage with their clients in a new way, one that often involves meaningful conversations about personal values, interests and charitable aspirations."

Keep reading Gillian Howell's recent article in Financial Advisor Magazine >> https://hubs.li/Q04qBSyn0

Why The High-Net-Worth Want Philanthropy Guidance A recent survey says 75% of affluent donors are more likely to hire advisors with charitable planning expertise.

Check out today's blog for a look at the key findings from the latest Giving USA report, U.S. giving trends in 2025 vs. 2024, and what experts have to say:

Key Takeaways From Giving USA's 2026 Report on Philanthropy We're taking a look at Giving USA's 2026 Report that's sharing valuable insights, trends and benchmarks for the entire philanthropic sector.

Financial Services Review's CRO of the Year Louis D’Addario shared his insights on revenue strategy, evolving fintech partnerships, and approaches to driving growth—even in a rapidly changing financial landscape.

Learn more in today's blog:

Chief Revenue Officer of The Year: Louis D’Addario Talks Driving Revenue with Financial Services Review Our CRO Louis D’Addario shares his insights on revenue strategy, evolving fintech partnerships, and approaches to driving growth.

Congratulations to our CRO Louis D'Addario for being named 2026 Chief Revenue Officer of the Year by Financial Services Review! In a recent interview, Lou shares insights on revenue strategy, evolving fintech partnerships and approaches to driving growth in a rapidly changing financial landscape.

Read the full interview >> https://hubs.li/Q04q2Xh-0

Driving Revenue Transformation In the Age of Embedded Finance... | Financial Services Review Louis D\'Addario is a high-growth sales and revenue leader with a strong track record of building highperforming teams, scaling enterprise partnerships and...

We're halfway through 2026! Check in on your giving goals with these four questions:

Mid-Year Check-In: Reach This Year’s Giving Goals with a DAF The halfway point of the year is the perfect time to assess progress toward this year’s giving goals, with plenty of runway ahead to act on them.