Foundation Source @FoundationSrc
Making giving easier for 2,000+ #privatefoundations with innovative #technology + #philanthropic expertise. Together, let's #begiving. foundationsource.com Fairfield, CT Joined September 2011-
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Are you overlooking opportunities to extend your client’s charitable capital? Expert @hsgrove shares five giving strategies for sophisticated investors in this @advisorpedia article >> hubs.li/Q029D_Cr0 #investing #charitablegiving #investmentstrategies
Happy #Thanksgiving! Today and every day, we are thankful to be a part of you and your family’s philanthropic journey. Thank you for letting us be your partner in #giving.
As you get ready to gather with loved ones this week, here are ways you can get the next generation involved in family giving: hubs.li/Q029DVM40 #familyphilanthropy #philanthropy #givingseason
In recognition of #thanksgiving, our offices will be closed Wednesday – Friday this week. We’re excited to give our employees extra time to relax with their families during this busy giving season!
How can you make your giving this year the most effective yet? Join us Friday, December 8th at 1 p.m. ET for an action-oriented conversation that cuts through the chaos of the busy giving season. Register Now >> hubs.li/Q029GG9K0 #webinar #givingseason #philanthropy
The giving season officially starts next week on #GivingTuesday, but we’ve already processed more than 30,000 individual grants this year! Get resources to maximize your impact this year: hubs.li/Q029F0_b0
Sometimes the end of the year can feel like a scramble to the philanthropic finish line as nonprofits make a final fundraising push and private foundations focus on hitting their MDRs. Here are 8 tools to help you during the busiest time of year >> hubs.li/Q029zM2d0
In episode 1 of our podcast, Be Giving, we're discussing impact investing with Nick Flores from @TheCaprockGroup. Nick has developed a career-long passion for impact investing and shares insights for philanthropists and their advisors. Listen here >> hubs.li/Q029tT6H0
It’s #FamilyVolunteerDay! Volunteering is a great way to foster a larger sense of community participation and commitment. If you’re looking for a fun way to spend your Saturday, try finding an activity that matches your family’s interests. Learn more: hubs.li/Q028TjRB0
2023 has been a year of urgent need, filled with humanitarian challenges and natural disasters. As you think about where to focus your year-end giving, consider these tips from expert Elizabeth Wong. @Kiplinger hubs.li/Q029jrlC0
📢 Season 1 of our Be Giving podcast is live! 📢 What does it mean to align your assets with your values? Is there a dark side to philanthropy? Do advisors have a role in charitable giving? Listen to season 1 to get answers to these questions and more! hubs.li/Q0297P980
It’s #NationalPhilanthropyDay and we’re celebrating with our 2023 Guide to the Giving Season! With year-end giving already underway, here are new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future. hubs.li/Q0291zbp0
As we approach the end of the year, many families will gather to decide where to make charitable gifts. To help navigate family decision making, the @familygiving is sharing tips and considerations in our latest Outside Perspectives blog. hubs.li/Q028_CKk0
We’re only 2 weeks away from #GivingTuesday! This time of year, many private foundations and their advisors are busy with administrative and tax-related work. When you partner with us, we handle those details so you can focus on giving. Learn more: hubs.li/Q028TjW60
In @wealth_mgmt’s recent webinar, experts including Foundation Source’s Gillian Howell, discussed private foundations and donor-advised funds. Check out this article to get answers to pressing questions on the topic >> hubs.li/Q028Tjb70
Expert @hsgrove shares 6 key trends for HNW donors and their advisors to consider this giving season in her latest @Vetta_Fi article. 🔑 Trend #5: Advanced grantmaking features helped get aid where it was needed most. Continue reading >> hubs.li/Q028K9Q30
5 Giving Strategies for Sophisticated Investors ow.ly/1IAO50Q6K86 @FoundationSrc #giving
We have an incredible community of philanthropists dedicated to making a positive impact on the world. In our recent blog, we asked our clients to share what advice they'd pass along to other philanthropists. Read here ⬇️ hubs.li/Q028H0980
Today, we’re honoring those who have served our country. Thank you for all you do. #VeteransDay
It’s #InternationalAccountingDay! Did you know we partner with CPAs to provide compliance, tax and administrative support for their private foundation clients? Learn more >> hubs.ly/Q0285kLF0 #accounting #CPAs #compliance
Philanthropy News Dig.. @pndblog
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5 Giving Strategies for Sophisticated Investors ow.ly/1IAO50Q6K86 @FoundationSrc #giving
🙌 Huge shoutout to our conference sponsors! 🌟 Your support made #2023ExponentConference unforgettable. 🚀 The lively conversations and networking at supporter booths were🔥. Thank you for being a vital part of our success!
Growth through investment in tech is in the cards for a number of recently acquired GTCR platforms including liquidity management company R&T Deposit, nonprofit support platform @FoundationSrc + compliance outfit Once For All, @qtejani says. #PrivateEquity pipeline.thedeal.com/article/000001…
Foundations gave $111 million more in charitable aid in 2022 than the previous year, despite a 31.5% drop in their asset value and 14.5% decline in growth, according to a new study by @FoundationSrc. wealthmanagement.com/philanthropy/f…
Join the latest installment of our "Ask the Experts Webinar Series" as we provide an overview of donor-advised funds and private foundations, as well as the pros and cons of each. Tuesday, October 24 | 2:00 PM ET REGISTER | bit.ly/3Q30UMg Sponsored by @FoundationSrc
Join the latest installment of our "Ask the Experts Webinar Series" as we provide an overview of donor-advised funds and private foundations, as well as the pros and cons of each. Tuesday, October 24 | 2:00 PM ET REGISTER | bit.ly/3Q30UMg Sponsored by @FoundationSrc
Join us in giving a warm welcome to @FoundationSrc, one of our esteemed Silver Partners for the upcoming #2023ExponentConference! Get to know the amazing team behind their impactful work at the conference. 🎉 Watch this video to learn more>> bit.ly/3LMrSp9
Join us as we take a deep dive into the pivotal stages of a private foundation's lifecycle, as well as share insights to help advisors guide HNW clients on family philanthropy. Tuesday, October 17 | 1:00 PM EST REGISTER | bit.ly/3PVUaQl Sponsored by @FoundationSrc
The company @FoundationSrc has brought in Joseph Mrak III as its new CEO. Foundation Source provides a variety of philanthropy-management services to more than 2,200 private foundations and corporate grant makers. phlnthrp.com/3LJ7RQd
In this week’s #nonprofitleadership news: new executive appointments at @FoundationSrc, @ACLU, @grdodge, @meyermt, and @KR_Foundation. phlnthrp.com/3LJ7RQd
We're excited to announce Sunil Garga, Advisory Board Member of @FoundationSrc, as a speaker at #DAFGivingSummit! We can't wait for his invaluable insights on strategic philanthropy and technology solutions in #philanthropy! bit.ly/3JvIr7y
Rich foundations still collectively gave $111 million more in charitable aid last year, despite seeing a huge fall in their asset values. @FoundationSrc @PitcairnFO @vazhuang #financialplanning #foundations #charitablegiving bit.ly/3PBTY7F
"More families are interested in knowing what's being done with their philanthropic dollars." @FoundationSrc @PitcairnFO @vazhuang #wealthmanagement #financialadvisors #philanthropy bit.ly/3PBTY7F
"More families are interested in knowing what's being done with their philanthropic dollars." @FoundationSrc @PitcairnFO @vazhuang #wealthmanagement #financialadvisors #philanthropy bit.ly/3PBTY7F
Families should continually revisit the questions raised in each of these stages to see if the decisions made in previous years (or by previous generations) still fit present circumstances as families and communities are in constant evolution. - @mcakimoto1 via @FoundationSrc
Read the full post about NCFP's Family Giving Lifecycle on the @FoundationSrc website. foundationsource.com/blog/the-famil…
🗞 The Digital Divide: What Private Foundations Can Do To Help @FoundationSrc on how private #foundations can lend their voices and $ to ensure the communities they care about have the internet access and skills they need to thrive in today's world. foundationsource.com/blog/the-digit…
Advisors: Avoid These Common Pitfalls During Philanthropic Discussions ow.ly/Ossk50PwTFA @FoundationSrc
✏️ Mark your calendars for our two upcoming Fundamentals of Family Philanthropy webinars. 📅 August 16 | Fiduciary Responsibilities and Legal Basics in Family Philanthropy 📅 September 14 | Operationalizing Equity Practices @FoundationSrc ncfp.org/events/?event-…