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

Fairfield, CT
Joined September 2011
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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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 >> hubs.li/Q029GG9K0 #webinar #givingseason #philanthropy
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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 >> hubs.li/Q029zM2d0
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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 >> hubs.li/Q029tT6H0
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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: hubs.li/Q028TjRB0
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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 hubs.li/Q029jrlC0
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📢 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! hubs.li/Q0297P980
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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. hubs.li/Q0291zbp0
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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. hubs.li/Q028_CKk0
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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: hubs.li/Q028TjW60
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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 >> hubs.li/Q028Tjb70
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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 >> hubs.li/Q028K9Q30
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Foundation Source retweeted
5 Giving Strategies for Sophisticated Investors ow.ly/1IAO50Q6K86 @FoundationSrc #giving
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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 ⬇️ hubs.li/Q028H0980
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Today, we’re honoring those who have served our country. Thank you for all you do. #VeteransDay
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