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Latest posts
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The Year-End DAF Conversation Every Advisor Should Be Having
Still, fewer than half of advisors raise the topic of philanthropy with most of their clients. The end of the... The post The Year-End DAF Conversation Every Advisor Should Be Having appeared first on Foundation Source .
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What Is a Net Income CRUT (and Why Do We Need So Many Letters)?
If you’ve spent more than five minutes around planned giving, you’ve probably noticed our love affair with acronyms. CRATs, CRUTs,... The post What Is a Net Income CRUT (and Why Do We Need So Many Letters)? appeared first on Foundation Source .
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DAF vs. Private Foundation: A Conversation Guide
The post DAF vs. Private Foundation: A Conversation Guide appeared first on Foundation Source .
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The Philanthropy Advantage: Seven Ways Charitable Planning Can Elevate Your Advisory Practice – Kit
The post The Philanthropy Advantage: Seven Ways Charitable Planning Can Elevate Your Advisory Practice – Kit appeared first on Foundation Source .
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ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A
The post ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Q&A appeared first on Foundation Source .
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ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Key Takeaways
The post ThinkAdvisor Recap: Two Seasoned Experts Share Top Ways Advisors Can Grow Their Practice – Key Takeaways appeared first on Foundation Source .
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FS Charitable Fund, One Year Later: Supporting the Missions Behind the Giving
The Need FSCF Set Out to Address A charitable mission often takes shape before an organization can receive and administer... The post FS Charitable Fund, One Year Later: Supporting the Missions Behind the Giving appeared first on Foundation Source .
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US ultra wealthy gave $107bn in 2025 as philanthropy reshapes wealth planning
InvestmentNews: US ultra wealthy gave $107bn in 2025 as philanthropy reshapes wealth planning The post US ultra wealthy gave $107bn in 2025 as philanthropy reshapes wealth planning appeared first on Foundation Source .
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Private Foundation Giving Exceeded $1B in 2025, Up 15%
Rethinking65: Private Foundation Giving Exceeded $1B in 2025, Up 15% The post Private Foundation Giving Exceeded $1B in 2025, Up 15% appeared first on Foundation Source .
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The Legacy Shift: Why Philanthropy Is Redefining Modern Estate Planning
The post The Legacy Shift: Why Philanthropy Is Redefining Modern Estate Planning appeared first on Foundation Source .