Foundation Source

Making giving easier for 2,000+ #privatefoundations with innovative #technology + #philanthropic expertise. Together, let's #begiving.

[Foundation Source @FoundationSrc]

Are you overlooking opportunities to extend your client’s charitable capital? Expert @hsgrove shares five giving strategies for sophisticated investors in this @Advisorpedia article >> https://t.co/zlZl7tQxbT

#investing #charitablegiving #investmentstrategies

[Foundation Source @FoundationSrc]

Happy #Thanksgiving! Today and every day, we are thankful to be a part of you and your family’s philanthropic journey. Thank you for letting us be your partner in #giving.

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As you get ready to gather with loved ones this week, here are ways you can get the next generation involved in family giving: https://t.co/BpsLdM6rOM

#familyphilanthropy #philanthropy #givingseason

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In recognition of #thanksgiving, our offices will be closed Wednesday – Friday this week. We’re excited to give our employees extra time to relax with their families during this busy giving season!

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How can you make your giving this year the most effective yet? Join us Friday, December 8th at 1 p.m. ET for an action-oriented conversation that cuts through the chaos of the busy giving season.

Register Now >> https://t.co/uWnGdqNbvS

#webinar #givingseason #philanthropy

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The giving season officially starts next week on #GivingTuesday, but we’ve already processed more than 30,000 individual grants this year! Get resources to maximize your impact this year: https://t.co/KXQDkSWYqG

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Sometimes the end of the year can feel like a scramble to the philanthropic finish line as nonprofits make a final fundraising push and private foundations focus on hitting their MDRs. Here are 8 tools to help you during the busiest time of year >> https://t.co/IIuH0PAmQ7

[Foundation Source @FoundationSrc]

In episode 1 of our podcast, Be Giving, we're discussing impact investing with Nick Flores from @TheCaprockGroup. Nick has developed a career-long passion for impact investing and shares insights for philanthropists and their advisors.

Listen here >> https://t.co/BgQ9XU8aBt

[Foundation Source @FoundationSrc]

It’s #FamilyVolunteerDay! Volunteering is a great way to foster a larger sense of community participation and commitment. If you’re looking for a fun way to spend your Saturday, try finding an activity that matches your family’s interests. Learn more: https://t.co/k4iZpeNdm8

[Foundation Source @FoundationSrc]

2023 has been a year of urgent need, filled with humanitarian challenges and natural disasters. As you think about where to focus your year-end giving, consider these tips from expert Elizabeth Wong. @Kiplinger

https://t.co/H5NvlRy6Iv

[Foundation Source @FoundationSrc]

📢 Season 1 of our Be Giving podcast is live! 📢 What does it mean to align your assets with your values? Is there a dark side to philanthropy? Do advisors have a role in charitable giving? Listen to season 1 to get answers to these questions and more!
https://t.co/a370M8ZHn5

[Foundation Source @FoundationSrc]

It’s #NationalPhilanthropyDay and we’re celebrating with our 2023 Guide to the Giving Season! With year-end giving already underway, here are new resources to inspire creative, thoughtful and tax-wise gifts – now and in the future.
https://t.co/STHIIKwM5E

[Foundation Source @FoundationSrc]

As we approach the end of the year, many families will gather to decide where to make charitable gifts. To help navigate family decision making, the @familygiving is sharing tips and considerations in our latest Outside Perspectives blog.
https://t.co/laFg1J74r4

[Foundation Source @FoundationSrc]

We’re only 2 weeks away from #GivingTuesday! This time of year, many private foundations and their advisors are busy with administrative and tax-related work. When you partner with us, we handle those details so you can focus on giving. Learn more: https://t.co/4Su11ZTiRO

[Foundation Source @FoundationSrc]

In @wealth_mgmt’s recent webinar, experts including Foundation Source’s Gillian Howell, discussed private foundations and donor-advised funds. Check out this article to get answers to pressing questions on the topic >> https://t.co/5tkIIyphbr

[Foundation Source @FoundationSrc]

Expert @hsgrove shares 6 key trends for HNW donors and their advisors to consider this giving season in her latest @Vetta_Fi article.

🔑 Trend #5: Advanced grantmaking features helped get aid where it was needed most.

Continue reading >> https://t.co/DVjXiY0A26

[Advisorpedia @advisorpedia]

5 Giving Strategies for Sophisticated Investors https://t.co/8PhXGxU4Zl @FoundationSrc #giving

[Foundation Source @FoundationSrc]

We have an incredible community of philanthropists dedicated to making a positive impact on the world. In our recent blog, we asked our clients to share what advice they'd pass along to other philanthropists. Read here ⬇️
https://t.co/jN31nMuxZz

[Foundation Source @FoundationSrc]

Today, we’re honoring those who have served our country. Thank you for all you do. #VeteransDay

[Foundation Source @FoundationSrc]

It’s #InternationalAccountingDay! Did you know we partner with CPAs to provide compliance, tax and administrative support for their private foundation clients? Learn more >> https://t.co/mDI6Od5LVV

#accounting #CPAs #compliance