Foundation Source

10/12/2026

Have a charitable idea but no tax-exempt status yet? Fiscal sponsorship may be your fastest path. Learn more in this Trusts and Estates article by our CLO Jeffrey Haskell and Deputy Legal Officer, Jennifer Bruckman-Gorak: https://hubs.li/Q04zXNpv0

Operating under an established nonprofit’s tax-exempt umbrella

10/08/2026

We're excited to partner with the University of North Georgia (UNG) Foundation that has established the UNG Foundation DAF – the university's own fully branded donor-advised fund (DAF) program.

"Universities are increasingly looking for ways to enhance their fundraising strategies, and a branded DAF is one of the most effective tools for meeting donors where they are," said Stephen Kump, President of DAFs at Foundation Source and Founder of Charityvest. "We're proud to partner with the UNG Foundation to give alumni and supporters a simple, flexible way to support an institution they know and trust."

Read the full release: https://hubs.li/Q04zG1Fc0

Partnership provides UNG alumni and supporters with a modern, tech-forward giving experience Key Takeaways: The University of North Georgia (UNG) Foundation...

10/08/2026

It's ! DAFs are the fastest-growing source of charitable giving in the U.S., with record levels of charitable capital set aside and waiting to be granted to the causes donors care about. Encouraging donors to put those funds to work is a year-round effort, but DAF Day is a great reason to start the conversation.

Last year, we marked the occasion with a webinar featuring Stephen Kump, President, DAF Division, Gary Pforzheimer, President of Planned Giving, and Mitch Stein, Head of Strategy at Chariot, and one of the founders of DAF Day. Here are a few takeaways nonprofits can put to work this DAF Day: https://hubs.li/Q04zFvzv0

In honor of DAF day, we marked the occasion with a webinar featuring Stephen Kump, President, DAF Division, Gary Pforzheimer, President of Planned Giving, and Mitch Stein, Head of Strategy at Chariot, and one of the founders of DAF Day.

10/07/2026

While advisors are eager to secure deep client relationships and clients are eager to maximize their impact, they are frequently speaking two different languages. To bridge this divide, advisors must explore the significant gaps in perception, motivation, and expectation that prevent charitable intent from becoming cohesive, strategic reality.
Keep reading >> https://hubs.li/Q04ztDC_0

The 2026 TPI Study of the Philanthropic Conversation reveals that an overwhelming 88% of HNW clients believe it is important to discuss philanthropy with their advisors.

10/06/2026

New Report! We dug into data from more than 1,200 private foundations in 2024 and 2025. Here are the four trends that stood out most >> https://hubs.li/Q04zmrpN0

Our annual report on private philanthropy gives us a fresh look at how private foundations are actually behaving.

10/05/2026

Don't miss part 2 of our Charitable Giving Tax Benefits 101 webinar with Chief Legal Officer, Jeffrey Haskell on Wednesday! He will share additional tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies for maximizing the impact of charitable dollars through tax-efficient planning—all in just 30 minutes!

Register here >> https://hubs.li/Q04zdFhP0

10/01/2026

We are once again honored to have been announced as finalists in two categories in the Think Advisor Luminaries Awards 2026! Congratulations to our CEO Joe Mrak who was named a finalist for C-Suite Leader of the Year in the Technology Platforms – Financial Planning category! In the Technology Platforms – Operations category, Foundation Source is also a finalist for Thought Leadership and Education.
Learn more >> https://hubs.li/Q04yY1py0

We are once again honored to have been announced as finalists in two categories in the ThinkAdvisor Luminaries Awards 2026.

09/30/2026

Back by popular demand! In part one of our Charitable Giving Tax Benefits 101 webinar, our Chief Legal Officer shared how different charitable giving vehicles offer distinct tax incentives for donors. In this next installment, he will share additional tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies for maximizing the impact of charitable dollars through tax-efficient planning—all in just 30 minutes!

Save your seat >> https://hubs.li/Q04yR3800

09/30/2026

For a student looking to take the next step in their education and career journey, a scholarship can be a truly life-changing intervention. We recently connected with Scholarship America, the nation’s largest private, nonprofit scholarship and educational support administrator, to share their unique insights in a multi-part series. Keep reading: https://hubs.li/Q04yNy1L0

We recently connected with Scholarship America, the nation's largest private, nonprofit scholarship and educational support administrator, to share their unique insights in a multi-part series.