Foundation Source
@FoundationSrc
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Making giving easier for 2,000+ #privatefoundations with innovative #technology + #philanthropic expertise. Together, let's #begiving.
Fairfield, CT
Joined September 2011
Are you overlooking opportunities to extend your client’s charitable capital? Expert @hsgrove shares five giving strategies for sophisticated investors in this @Advisorpedia article >> https://t.co/zlZl7tQxbT
#investing #charitablegiving #investmentstrategies
advisorpedia.com
When most high-net-worth individuals engage in charitable giving, they do so primarily through cash donations to nonprofit organizations.
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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.
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As you get ready to gather with loved ones this week, here are ways you can get the next generation involved in family giving: https://t.co/BpsLdM6rOM
#familyphilanthropy #philanthropy #givingseason
foundationsource.com
This convenient checklist offers creative strategies and practical approaches to support meaningful and intentional involvement across generations.
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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!
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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 >> https://t.co/uWnGdqNbvS
#webinar #givingseason #philanthropy
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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:
foundationsource.com
With year-end giving already underway, we offer our annual Guide to the Giving Season with new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future.
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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 >>
foundationsource.com
In this issue of our Tech for Good series, we’re focusing on eight tools you can use right now to make this giving season effective.
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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 >> https://t.co/BgQ9XU8aBt
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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:
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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
https://t.co/H5NvlRy6Iv
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📢 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! https://t.co/a370M8ZHn5
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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. https://t.co/STHIIKwM5E
foundationsource.com
With year-end giving already underway, we offer our annual Guide to the Giving Season with new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future.
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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. https://t.co/laFg1J74r4
foundationsource.com
Families will gather to decide where to make charitable gifts to create impact or how to go about allocating philanthropic resources.
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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: https://t.co/4Su11ZTiRO
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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 >>
wealthmanagement.com
Philanthropy experts answer advisor questions.
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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 >>
advisorperspectives.com
Here are six key trends for HNW donors to consider during your giving season conversations.
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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 ⬇️ https://t.co/jN31nMuxZz
foundationsource.com
Our community of philanthropists have incredible and unique charitable journeys, and we love to hear from them about their experiences.
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Today, we’re honoring those who have served our country. Thank you for all you do. #VeteransDay
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It’s #InternationalAccountingDay! Did you know we partner with CPAs to provide compliance, tax and administrative support for their private foundation clients? Learn more >> https://t.co/mDI6Od5LVV
#accounting #CPAs #compliance
foundationsource.com
While supporting you as the foundations’ tax advisor, we also provide all the other services that are required to keep foundations running smoothly and compliantly on a day-to-day basis.
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