Foundation Source

05/29/2026

Our experts at PG Calc are sharing common questions that nonprofits face as they consider building or refining an endowment program in today’s blog. Check it out here: https://hubs.li/Q04jpVsV0

We’ve rounded up the common questions nonprofits face as they consider building or refining an endowment program.

05/27/2026

Our team is headed to the IPI Summer Conference in two weeks! If you’re attending, we hope you’ll join Justin Murphy for a session on The Case for Philanthropy on Thursday, June 11th!

05/26/2026

Advisors – are you looking for new ways to support your wealthier clients? According to our recent survey, donors among your clientele are motivated to give, but many are looking for guidance on how to do so effectively. Learn more in this Financial Advisor Magazine article by Gillian Howell >> https://hubs.li/Q04hYL5L0

A Foundation Source survey says high-net-worth donors will give the same or more in 2026. And they want advisors' help.

05/25/2026

Today, our offices are closed in honor of the men and women who have served and made sacrifices for our country.

05/22/2026

See you next week at FPA Norcal in San Francisco! We hope you’ll stop by table 30 to meet Steven DuBrava and learn more about our offerings.

Learn more >> https://hubs.li/Q04hJX9Z0

05/21/2026

Lou D’Addario recently joined Chip Kispert from BPN Insights to share his expertise on the most underutilized growth lever in wealth management: philanthropy.

“It's really about the desire to give back. I would say one of the bigger changes that is really coming about now is people are moving away from what we would call checkbook philanthropy, writing a check once and being done. Now it's more about creating philanthropic programs for themselves, and it's wanting to now have that impact be measured. So, it's not only about the legacy. It's really making sure that that money is being put to really good use, and it's getting the most impact into the world that it needs.”

Listen to the full episode for more insights >> https://hubs.li/Q04hyN820

In this episode of BPN Insights, I sit down with Lou D'Addario to explore the most underutilized growth lever in wealth management: philanthropy. Lou reveals the shocking disconnect where 81% of wealthy people want to engage with advisors about philanthropy but only 33% say their advisors actually e...

05/20/2026

Expanding your role with existing clients – instead of pursuing new prospects – is a more efficient and cost-effective way of working that will enable your practice to grow without the time and expense of finding new clients. CEG deems this strategy “one of the biggest untapped opportunities in the industry.” Additionally, and as we can attest to, CEG cites philanthropy as one of nine ways to capture such wallet share.

Better yet, insightful new research by The Philanthropic Initiative (TPI) reveals that high-net-worth clients are more receptive than ever to receiving charitable planning guidance from their advisors.

Learn how you can make the most of this opportunity in today’s blog:

There’s prime opportunity advisors might be overlooking—using philanthropy expertise to help manage additional assets held by clients.

05/18/2026

See you tomorrow at Envestnet Elevate! Don’t forget to stop by the Foundation Source booth (T-02) to meet the team and learn about our flexible philanthropic solutions.

05/15/2026

“Passion and values are more important to donors than tax benefits but advisors don’t yet realize that,” according to Gillian Howell our national philanthropy executive. Keep reading for more insights in this Financial Advisor Magazine article >> https://hubs.li/Q04gSFnC0

Surveyed advisors overwhelmingly say that discussing charitable giving with clients is an obligation.

05/14/2026

The Great Wealth Transfer is one of the most discussed topics among advisors and clients. Rightly so. The movement of trillions of dollars from one generation to the next is unprecedented—and it’s already underway for some families. But there’s another transition happening alongside it, one that matters deeply to the families involved: the transfer of values. A DAF makes passing on that legacy of generosity both practical and lasting. Learn more in today’s blog: https://hubs.li/Q04gBDBD0

For advisors, helping a family build their legacy can be the most meaningful work in wealth management. A donor-advised fund (DAF) makes passing on that legacy of generosity both practical and lasting.