Foundation Source

Our team is getting ready to head to Salt Lake City next week! We’re excited to join FAOG for learning and networking. Are you attending? Reach out to let us know!

Learn more >> https://hubs.li/Q04xVpq60

Our team had a great time at Planned Giving Day in Cleveland, OH today! Thank you to everyone who joined the panel on Gen Z and Millennial donors with our Senior Vice President, Jessica Donahue.

For generations, a family would build a successful business or accumulate significant market wealth, and at the end of the fiscal year—or the end of a lifetime—write substantial checks to their alma maters, local hospitals, or established religious institutions.

Today, modern donors no longer want to just “write checks.” They want to solve systemic global issues, see real-time data on their contributions, and use their wealth as a tool for family unity.

Keep reading: https://hubs.li/Q04xNcKD0

Navigating The Giving Ecosystem: Where Wealthy Families Seek Philanthropic Advice and the Advisor’s Critical Role As philanthropy transitions from ad-hoc charity to highly structured, strategic giving, the ecosystem of philanthropic advice has grown increasingly complex

We are excited to see you tomorrow for Planned Giving Day in Cleveland, OH! We hope you’ll stop by our table to meet the team and learn more about our offerings.

Are you at Future Proof Festival in Huntington Beach? Stop by booth 413 to raise money for a good cause and meet our team! 🤝

We're honored to be named the winner of the Philanthropy category at the Wealth Management Industry Awards! Thank you to our incredible team and the clients who inspire this work every day. Learn more >> https://hubs.li/Q04xv43g0

Today, we remember those who lost their lives or a loved one 25 years ago. 9/11 Day, a nonprofit organization founded in the years following the attacks, is partnering with hundreds of organizations across the country to host large-scale meal-packing events in 50 cities nationwide. We are proud to support this effort by sending 15 Foundation Source employees, located in cities across the country, to volunteer at these meal-packing events. Keep reading >>

Remembering 9/11: Marking the 25th Anniversary Through Service Today, we remember those who lost their lives or a loved one 25 years ago.

The field of charitable fund administration is entering a phase in which the technology a sponsor runs on will increasingly determine the strategic options available to its board. Most boards do not yet treat this as a board-level question. They will need to. Keep reading: https://hubs.li/Q04x91_q0

Charitable Fund Administration Is Changing — The Technology Decision Belongs On Your Board's Agenda Charitable fund administration is entering a phase in which technology will increasingly determine the options available.

When the topic of philanthropy comes up, do you feel prepared? If not, you’re not alone. We’re pleased to share for the first time ever our “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts.

Watch the replay >> https://hubs.li/Q04x5hww0

Best Ways To Engage Family & Build Legacy: Quick Tips From Our Experts - Webinar Replay The first time ever our “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts.

Join us tomorrow! Integrating charitable planning into your practice is no longer a luxury—it's a strategic imperative for building trust, deepening relationships, and demonstrating indispensable value in an industry facing seismic shifts. How can you confidently guide these crucial conversations and transform them into a competitive advantage?

Register now to join Steven DuBrava and John Johnson to discover how you can turn charitable planning into a powerful engine for growth and client retention.

Save your seat >> https://hubs.li/Q04wXBX70