See Where Giving is Going, What to Consider in a Rising Market, Advisor Resources + 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, and their advisors stay in the know on the latest in philanthropy. Keep reading for our new report on Gen Z and Millennials, what to consider in a rising market, advisor resources and more!
New Report: See Where Giving is Going…
As the philanthropic sector prepares for the “great wealth transfer,” the next gen will continue to play a larger role in shaping the future of philanthropy. We surveyed 1,000 Gen Z and Millennial donors to understand their attitudes, perceptions and even language preferences around giving and philanthropy.
?
More Highlights From Our Report:
What’s New on the Blog?
The Busy Giving Season Is Starting Soon: Here’s How to Make the Most Of It
The busy giving season is just around the corner! If you want to make the most of your philanthropy and set yourself up for long-term success, starting a private foundation now can help you avoid the holiday rush.
A Year of Milestones
It’s been just over a year since CEO Joseph Mrak joined the company to lead our next stage of growth. Take a look at the amazing accomplishments that have helped expand our business and strengthen our foundation to become the definitive partner for philanthropic solutions.
5 Things Private Foundations Should Consider in a Rising Market
After a slow and mostly steady rise over the last 12 months, the Dow is currently topping 41,000 and the S&P 500 is up nearly 18% YTD. Our experts shared key considerations that foundations and advisors should keep in mind as they navigate the current environment—and look for ways to reposition their portfolios for long-term sustainability.?
From Powerball Winner to Philanthropist: A Conversation with The Roy Cockrum Foundation
When Roy Cockrum won a $259 million Powerball jackpot in 2014, he decided to channel his good fortune into setting up a private foundation through Foundation Source. We recently talked to The Roy Cockrum Foundation, which is focused on helping nonprofit theaters in the U.S. create bold, world-class performing arts projects—even without the means to generate large sums of money or draw big audiences.?
Foundation Source Newsletter: Resources To Help Prep For Giving Season
In our third issue of the year, we’re sharing the must-read stories and resources to help philanthropists, and their professional teams get ready for the giving season!
?
领英推荐
Using a Foundation’s Voice: Advancing Philanthropy Through Communications Strategies
Private foundations have a unique and powerful platform to influence change, drive conversations and elevate important causes. Check out these best practices to keep in mind when developing a communications plan from Elizabeth Wong .
For Advisors…
ICYMI: Watch On-Demand
We joined Trusts & Estates for a webinar on private foundations and how they might benefit your clients. Experts covered the basics of private foundations, requirements for creating and maintaining them, their tax implications and more! Gillian Howell Alvina Lo WealthManagement.com
Practical Tips to Integrate the Rational and Emotional Aspects of Philanthropy
With the rise of holistic wealth management – the notion that a client’s financial wellness is closely interwoven with their physical, emotional and social wellbeing – advisors are extending their offerings beyond traditional investment expertise to get to know their clients on a more personal level. If you’re aiming to offer holistic advice, look no further than philanthropy.
How Discussing Philanthropy Leads To More Client Referrals
“There are rational and emotional reasons for engaging in philanthropy,” says Hannah Shaw Grove , chief marketing officer of Foundation Source. “The rational side of things tends to focus on specific financial or tax outcomes while the emotional side includes the ‘feel good’ aspects of giving such as uniting family members around a charitable cause or building a legacy of generosity. Advisors love to focus on rational benefits because they can be clearly quantified, but bringing the emotional benefits into the conversation can be a powerful impetus for clients.”
Foundations And Real Estate Donations
Despite the arguments against donating real estate to a private foundation, there are times in which such gifts do make sense, both for foundations and donors. Learn more in this Financial Advisor Magazine article by our Chief Legal Officer, @Jeffrey Haskell.
?
What Is Impact Investing?
?Chief Legal Officer Jeffrey Haskell shared two approaches private foundations can take for impact investing with Worth Media Group .
Foundation Source Life
Check out our new opportunities:
Read to apply? Head to the careers page to learn more.
Thanks for reading! Subscribe here to get notified when our next Monthly Roundup comes out. Together, let's #BeGiving.