2023 Guide To The Giving Season, Expert Tips For Advisors, Crisis Giving + More
Foundation Source
We empower people and companies to create a better world through philanthropy.
We’ve compiled our latest resources, tools and blogs from the last month to help you stay in the know. Keep reading for resources to guide you this giving season, expert perspectives for advisors, strategies for investors and more! ?
Giving Season is Officially Here!
This month, we celebrated the start of the official giving season with our 2023 Guide to the Giving Season ! Here are new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future.?
Tips for How and When to Donate During a Crisis
Elizabeth Wong provides a guide to navigating the giving season in a year filled with natural disasters and humanitarian crises, suggesting strategies for balancing immediate and longer-term support.?
5 Giving Strategies for Sophisticated Investors
Hannah Shaw Grove details five creative strategies that the most savvy philanthropists use, often with guidance from professional advisors, to achieve tax-wise social impact.?
Philanthropic Community: Advice From Your Peers
This special compilation asks foundation leaders for the piece of advice they most want to share with other philanthropists to find meaning and success in giving.?
Season 1 Is Live!
Ready to get inspired on the go? We just launched season 1 of the Be Giving podcast—a new series that dives deep into the world of charitable giving and the incredible impact it can have. Each episode features notable experts engaging in conversations with Elizabeth Wong about the most important issues shaping philanthropy.
Foundations Should Give More In Bull Markets, Pull Back Amid Turbulence
Tip: Foundations should distribute more money during bull markets and retrench when things are more volatile. We shared our perspectives and more tips to guide your client's year-end giving with Financial Advisor Magazine .
More Expert Perspectives For Advisors
To get more insights to prepare you for the giving season, check out these resources from experts including Gillian Howell , Hannah Shaw Grove , Jeffrey Haskell and Jennifer Bruckman-Gorak in VettaFi , WealthManagement.com and Financial Advisor Magazine .
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Leaving A Path for Those To Follow: Winding Down 30 Years of Philanthropy with The Kendeda Fund
Take a journey through the remarkable history of The Kendeda Fund with Executive Director Dena Kimball and Fund Advisor David Brotherton in our recent blog . At the end of 2023, they will wrap up three decades and more than one billion dollars in grantmaking. From all of us at Foundation Source to the entire team at The Kendeda Fund, congratulations…and thank you for making an impact.
Simplifying Giving Season: 8 Tools That Will Help You During The Busiest Time of the Year
Are you and your organization on track to reach your philanthropic goals this year? The weeks between Thanksgiving and Christmas are often the most active as nonprofits make a final fundraising push and private foundations focus on hitting their minimum distribution requirements . Sometimes the end of the year can feel like a scramble to the philanthropic finish line.
Get Ready For Family Gatherings This Holiday Season
As we approach the end of the year, many families will gather to decide where to make charitable gifts. It’s a process that can often be fraught: not only are there many options to choose from, the decisions also can collide with family dynamics and reflect a family’s core values and how it desires to make a difference in the world.
Here are tips from the National Center for Family Philanthropy (NCFP) to help you create new, more effective processes.
More From The Blog:
Join Us Next Friday!
Take a breather from the busy giving season and and join our webinar on Friday, December 8th at 1 pm ET to get tips from the experts on how to make an impact this holiday season!
#FoundationSourceLife
Did you know we have a corporate foundation? Each year, the Foundation Source Charitable Foundation matches employee donations, so we can support the causes that our team is passionate about!?
If you’re looking to join a purpose-driven team, check out our current openings !?
Ready to apply?
Head to our careers page for job descriptions and applications!?
Learn more about what it's like to work on our team in this month's Featured Friday Spotlight with Coreena Schultz , director of product management.?
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