Foundation Source

06/18/2026

Check your inbox or today's blog because our quarterly newsletter is here! This edition is packed with valuable resources to prepare the philanthropic sector for a successful second half of the year. See what's inside: https://hubs.li/Q04lWclX0

From a new TPI study on philanthropic conversations between advisors and HNW clients to the latest comprehensive kits to help donors, advisors, and nonprofit organizations strategize giving, this edition is packed with valuable resources to prepare the philanthropic sector for a successful second ha...

06/17/2026

"Research shows that most high-net-worth (HNW) clients are already charitable. They donate to causes they care about, support organizations in their communities and often want philanthropy to play a meaningful role in their legacy.

Yet many lack a cohesive giving strategy that ties charitable giving to clearly defined objectives and integrates within their broader financial and estate plans. Bridging the gap between intention and strategy is where advisers can provide real, differentiated value."

Keep reading this Kiplinger article by Gillian Howell >> https://hubs.li/Q04lMkks0

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

06/16/2026

The resources, insights, and stories that matter most to philanthropists, advisors and nonprofit organizations — curated and delivered to your inbox. Our quarterly newsletter drops soon. Are you subscribed?📨 https://hubs.li/Q04lDP6t0

Complete the following form to subscribe and receive updates about new educational content, plus get full access to our Resource Hub to keep your finger on the pulse of philanthropy.

06/15/2026

If you're navigating the responsibilities that come with foundation leadership, this webinar is for you. Join philanthropic experts Gillian Howell and Miki Akimoto next week for a session on the governance essentials every foundation should have in place.

Key takeaways:

✔️ People: Determining who will be the decision makers, what skillsets to look for, community voice representation, diversity, succession planning for family and non-family members, involving the next generation, and how decisions will be made from end-to-end.

✔️ Policies: Familiarizing yourself with the core concepts needed in governance and why it requires revisiting.

✔️ Practice: As a board, how are you thinking about managing conflict, succession, next-generation engagement and the practices you’re putting in place to revisit core concepts and bylaws?

Save your seat >> https://hubs.li/Q04lttBp0

06/12/2026

It’s Featured Friday! This week, we’re getting to know Hunter Ryan, our Grant Operations Associate on the DAF team. Read on to find out what drives him, what he’s already accomplished, and why he says joining Foundation Source is one of the best career decisions he’s ever made!

https://hubs.li/Q04lfj-W0

This week, we're getting to know Hunter Ryan, our Grant Operations Associate on the DAF team who says joining Foundation Source is one of the best career decisions he's ever made!

06/11/2026

We're thrilled to share some exciting news from the Wealth For Good Awards ceremony!

We were honored to win the award for thought leadership, and our CEO Joe Mrak was recognized for his leadership in the Regional Management CEO Within a Technology Company category. Congratulations to all of the other finalists!

Learn more here >> https://hubs.li/Q04l6_1p0

06/10/2026

Altrata recently cited five key trends, or shifts in the landscape, that organizations will need to understand to effectively engage and support the ultra-wealthy in the years ahead. Check them out in today’s blog: https://hubs.li/Q04kX1kW0

We're examining five key trends shared by Altrata that advisors will need to understand to effectively engage and support the ultra-wealthy clients in the years ahead.

06/09/2026

“Although many advisors are comfortable discussing checkbook philanthropy, the true opportunities lie in structured charitable contributions that align a client’s altruistic goals with their financial needs. By mastering tools such as charitable trusts, you can help clients solve for tax alpha, create sustainable income streams, and deepen multigenerational bonds within their families.”

Keep reading in this article by Gary Pforzheimer in the Investments and Wealth Review >> https://hubs.li/Q04kPhzG0

06/05/2026

Private foundations offer tremendous benefits and flexibility, but they also come with important legal and ethical responsibilities. Join two seasoned philanthropic experts Gillian Howell and Miki Akimoto for an insightful webinar that will provide a practical introduction to private foundation governance.

Save your seat >> https://hubs.li/Q04kn9Vz0