Our New DAF Offering, Season 2 Of The Be Giving Podcast, Next-Gen Insights + More!
Foundation Source
We empower people and companies to create a better world through philanthropy.
We’ve compiled our latest resources, tools and blogs to help philanthropists, advisors and nonprofits stay in the know on the latest in philanthropy. Keep reading to learn about our latest acquisition, season 2 of the Be Giving podcast, insights on the next gen and more.
Foundation Source Now Offers A Donor-Advised Fund (DAF) Platform!?
We’re pleased to announce that we recently acquired Vennfi, the fintech company powering Charityvest ! It’s been a historic year of growth at Foundation Source as we continue to expand our capabilities and make giving easier.??
“With this acquisition, Foundation Source can now offer a DAF platform with an intuitive and frictionless user experience that sets a new industry standard for technology innovation,” said Joseph Mrak , CEO of Foundation Source. “This strategic acquisition is an important milestone in Foundation Source’s mission to make giving easier and more impactful, and we’re excited to make these philanthropic solutions widely available to help people and companies drive change.”?
What will the next few months look like??
What can our clients and the philanthropic sector expect as we evolve, integrate and innovate together? We asked our new President of DAFs, Stephen Kump , some of our most burning questions in a recent Q&A.?
Why The Nonprofit Community Is Leaning Into This Popular Vehicle?
This month, we celebrated the first DAF day, which is aimed at encouraging transparent giving and shining a positive light on the use of DAFs.?Learn more about this popular charitable vehicle in our recent blog. ?
Read here >> ??
Season 2 Of The Be Giving Podcast Is Here?
We’re excited to announce that Season 2 of the Be Giving Podcast is here! Join us on Tuesdays for new episodes featuring notable philanthropists, advisors, executive directors, and thought leaders with our host Elizabeth Wong .??
Episode 2 : Investing in our Future: Empowering Women and Girls of Color with Ada Williams Prince ?
Episode 3 : Social Change Ecosystem: Looking at Giving through a Multidimensional Lens with Deepa Iyer
More episodes coming soon! Don't forget to subscribe so you never miss an episode.
7 Reasons to Start a Private Foundation Before the Busy Giving Season?
While there is no “wrong” time of year to start a private foundation, there are a few things to consider that could best set you (and the causes you want to support) up for success before the start of the busy giving season.?
More Insights From The Next Gen?
Our latest report has been?picking up steam in the media?because it sheds light on how Gen Z and Millennials actually think about charitable giving.?Understanding their experiences and perspectives can provide a window into where giving is going—and a framework for effective collaboration. Check out the resources below for key takeaways and expert perspectives:?
领英推荐
Lights, Camera, Action: How The Zain Jaffer Foundation Is Using Film To Shine a Spotlight on Underserved Communities?
Journey with us as we go behind-the-scenes with Founder Zain Jaffer who turned his passion for video technology into action to support important and imperative film and documentary programs that tackle urgent global issues for a worldwide audience.?
Planned Giving Fundraising: A Primer for Nonprofit Leaders and Boards?
From sharing tips on maximizing year-end giving to launching our new Planned Giving Series , we’re continuing to deliver on our promise of making giving easier and more impactful across the entire philanthropic ecosystem by supporting foundations, nonprofits and advisors. Our experts at PG Calc , Jeff Lydenberg , Vice President of Consulting, and Craig Wruck , Senior Advisor, recently shared insights on planned giving fundraising.
For Advisors...?
The Link Between Giving And Wellness?
Among other responsibilities, advisors hope to help their clients achieve financial wellness—the state in which they feel both financially secure and comfortable that they can meet their financial obligations.
There are relationships between money and happiness, and philanthropy can play a role in this. Consider, for instance, a survey by the University of California, Berkeley of 632 Americans. It found that spending money on other people is associated with significantly greater happiness.?
These are things we should keep in mind with year-end giving season around the corner, and that makes now the ideal time to initiate charitable planning with your clients. Here are some valuable insights about giving and wellness to share with clients, especially those who’ve yet to realize philanthropy’s many merits.?
Keep reading this Financial Advisor Magazine article by Hannah Shaw Grove .?
3 Ways PhilTech Can Help Advisors Level-Up Their Practice?
As we head into the giving season, advisors have a tremendous opportunity to connect with their high-net-worth clients on a deeper level by discussing their charitable plans. CEO Joseph Mrak recently shared how #PhilTech can help advisors level-up their practice with WealthManagement.com .
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities?
Advisors: Do your charitable clients want to play a role in the economic development of disadvantaged communities? Join us on 11/12 at 1pm ET for a webinar with Chief Legal Officer, Jeffrey Haskell , who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.??
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