What’s Next For Funders, Your 2024 Tax Kit, How We’re Expanding Our Solutions + More

We’ve compiled our latest resources, tools and blogs from the last month to help you stay in the know. Keep reading to learn about how we’re expanding our solutions, what’s next for funders, your 2024 tax kit and more! ?

ICYMI: Our Latest Acquisition! ?

We’re excited to share that we acquired PG Calc , the leader in planned charitable gift administration services and software.??

By teaming up with PG Calc, we will be able to meaningfully expand our suite of solutions, enabling us to provide specialized support and expertise across the entire philanthropic ecosystem.??

Want to learn more? Read the full release to hear from Joseph Mrak , CEO of Foundation Source and Gary Pforzheimer , CEO of PG Calc.?

Read here >> ?

What’s Next For Funders??

The results from our 2024 client survey are here!?We asked our private foundation clients how they plan to approach their philanthropy in 2024 and it’s clear givers are staying the course, and when making changes, they’re expanding their generosity. Check out the infographic to see the highlights from our client survey.?

Get the infographic >> ?

2024 Guide to Tax Strategies for Private Foundations?

Private foundations receive certain tax incentives to encourage philanthropic giving and to support the important work that foundations do in advancing social causes, promoting education, supporting scientific research and providing resources to underserved communities.?

With tax season approaching, this Guide to Tax Strategies for Private Foundations provides a suite of specialized insights to help philanthropists and their advisors maximize the tax benefits of their charitable plans.?

Get the guide >> ?

For Advisors...?

Enhance Your Clients’ Philanthropy with 5 Giving Strategies for Sophisticated Investors?

Having worked with thousands of private foundations over the course of two decades, we’ve identified five strategies that the most experienced and knowledgeable philanthropists incorporate into their charitable giving plans—often times with guidance from their?trusted advisors. To learn more, Advisorpedia asked our Chief Marketing Officer Hannah Shaw Grove to share her insights on the five sophisticated strategies that private foundations and their advisors are using to maximize their philanthropy.? ?

Read more >> ?

5 Crucial Decisions For Foundations to Make Throughout Their Lifecycles?

Establishing a private foundation is an exciting decision, but it’s one of many that funders will face throughout their foundation’s lifecycle. They will need to lean on experts to guide them throughout their philanthropic journey, which presents?advisory professionals?with the perfect opportunity to connect with their HNW clients. Chief Legal Officer Jeffrey Haskell shared considerations funders must navigate at different junctures on our blog.?

Read more >>?

Advisors in Philanthropy: Influencers and Gatekeepers?

In this podcast episode of Be Giving, Elizabeth Wong is joined by Dien Yuen JD/LLM, CAP?, AEP?, IPA . Dien has over two decades of experience in philanthropy, and social impact. She began her career working in wealth management and went on to found the Center for Philanthropy and Social Impact at the American College where she launched a support group for Advisors of Color where she was based when we had this conversation. Most recently, Dien co-founded Daylight , a modern platform for families and advisors that aims to revolutionize the field of philanthropic advising and maximizing philanthropy’s potential to change lives.?

In this episode we discuss:?

• The value of philanthropy in wealth management?
• How The American College of Financial Services built philanthropy into their curriculum and why?
• The evolution and importance of Advisors of Color?

Listen here >> ?

See You Soon!?

Will you be at PEAK Grantmaking 's 2024 conference in Seattle? Stop by booth #216 to say hi to our team and learn more about our technology solutions for private foundations!?

We’re Hiring?

Check out our remote and in-person opportunities.?

• Private Client Advisor?
• Tax Accountant?
• Associate, Financial Accounting?

Ready to apply? Head to our careers page for job descriptions and applications!?

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