Foundation Source

Our October Roundup is here! Check it out for the top resources, insights and tools from the past month. 

It’s #FoundationFriday! In this edition, the Westridge Foundation is sharing their perspectives on cancer research and making the case for funding that’s based on science and discovery. 

Happy Foundation Source Anniversary to our employees that celebrated in October! 🎉 Get to know the team ⬇️ #FoundationSourceLife Dawn Harpin Erica Perez Baldoni Stephen Frois SANA SARR Steve Aponte, Jr Adam Polverari

Advisors: Do your charitable clients want to play a role in the economic development of disadvantaged communities? Join us on 11/12 at 1pm ET for a webinar with Chief Legal Officer, Jeffrey Haskell, who will share the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable. Register here >> https://hubs.li/Q02WphDM0 #philanthropy #wealthmanagement #financialadvisors

It’s been a historic year of growth for Foundation Source as we continue to expand our capabilities and make giving easier. We recently caught up with our new President of DAFs, Stephen Kump, to ask some of our most burning questions on what the next few months will look like. Read here ⬇️ 

New Episode! 🎙️ Elizabeth Wong recently sat down with Deepa Iyer, Director of Strategic Initiatives at the Building Movement Project. Listen to their conversation to hear about topics including: 💡 The components of the social change ecosystem map – core sacred values, showing up in the ten roles of the ecosystem, and understanding connections between the roles 💡 The importance of funders being open to exploring new directions with their nonprofit partners and approaching funding through a multidimensional framework 💡 How funders and nonprofit partners can both be storytellers who talk about the work they’re doing Listen on Spotify, Apple or here >> https://hubs.ly/Q02WdFsk0 #socialchange #socialimpact #philanthropy

#PhilTech is changing the game for advisors. CEO Joseph Mrak recently shared how #PhilTech can help advisors level-up their practice with WealthManagement.com.

We had a great time today at the last #TAGlocal event of the year in San Francisco! Over the past few weeks, our team has enjoyed traveling to #TAGlocal events in Chicago, New York City, San Francisco and Washington, DC., to connect with grantmakers and philanthropists. We’re proud to sponsor these events, and thank you, Technology Association of Grantmakers, for hosting! Learn more >> https://hubs.li/Q02VMck-0 #philanthropy #charitablegiving #philtech #technology

From sharing tips on maximizing year-end giving to launching our new Planned Giving Series, we’re continuing to deliver on our promise of making giving easier and more impactful across the entire philanthropic ecosystem by supporting foundations, nonprofits and advisors. In today’s blog, our experts at PG Calc, Jeff Lydenberg, Vice President of Consulting, and Craig Wruck, Senior Advisor, share insights on planned giving fundraising—and provide a primer for nonprofit leaders and boards. 

New Episode! 🎙️ This week on the podcast, Elizabeth Wong talked to Ada Williams Prince, an established thought leader at the intersection of #philanthropy, #equity, and global economic development. Listen on Spotify, Apple or here >> https://hubs.li/Q02Vnp4P0 Topics include: 💡 Why an investment in women and girls of color is an investment in everyone 💡 The value of funders respecting and trusting the expertise of community members to design solutions for their own lives 💡 How longer-term grants allow nonprofits to ensure continuity in their impact and build trust in philanthropy #womeninphilanthropy #femaleempowerment #DEI