Foundation Source Announces Continuing Education Series for Advisors
Foundation: Foundation Source
“Advisors have consistently demonstrated their desire for increased education around charitable giving and philanthropy,” says Foundation...more

Proactive Charitable Counseling Can Grow and Retain AUM
Foundation: Foundation Source
philanthropic topics with clients can help advisors secure the oft-elusive ... Eighty-seven percent of respondents indicated that philanthropy...more

Helping Clients Be Charitable Is Good for Advisors' Business: Foundation Source
Foundation: Foundation Source
The survey also found that regular conversations around philanthropy ... According to Page Snow, chief philanthropic officer at Foundation...more

Foundation Source Survey Finds Proactive Charitable Vehicle Counseling May Increase AUM for ...
Foundation: Foundation Source, National Philanthropic Trust
Ninety-seven percent said they discuss philanthropy with their clients, and ... is $5M whereas National Philanthropic Trust reported that the average size of a ... or “very...more

Foundation Source Receives 2017 Private Asset Management Award for Best Reporting Solution
Foundation: Foundation Source
Each foundation is provided with its own secure console, so authorized users can initiate grants with real-time compliance oversight, and...more

Philanthropy's Middlemen Are Getting Bigger and Have More Clout. Is That a Good Thing?
Foundation: Foundation Source
Or NEO Philanthropy, an intermediary I wrote about in 2015 that works both with ... We've entered a golden age of philanthropy intermediaries. ... has made a full end-run around yesterday's...more

Director of Grants and Sponsored Programs
The Center for Discovery is a premier specialty center for the treatment of individuals with significant disabilities, medical frailties and a...more

Save the Children hosts Women in Philanthropy at Pequot
Foundation: Foundation Source, Tow Foundation
“We are the most philanthropic country in the world,” she said. “Through philanthropy we make the world a better place,” said Susan...more

Take a Look at the Biggest Pot of Conservative Money You've Never Heard Of
Foundation: Foundation Source, Spencer Foundation
Think of some big names in conservative philanthropy. ... Foundation Source, the philanthropic service group, has played a role in getting this...more

Habitat for Humanity of Teller County Hits Jackpot with new Grants
Foundation: Daniels Fund, Pikes Peak Community Foundation, Gates Family Foundation
Gates Family Foundation will provide a $15,000 grant if the donation is matched by private contributions. “If you haven't made your contribution...more