Reflecting on 2024, Expert Perspectives for Philanthropists and Advisors + More
Foundation Source
We empower people and companies to create a better world through philanthropy.
It’s been a busy month at Foundation Source, full of creating new foundations, assisting our clients with year-end strategies, and crunching numbers for tax returns. Whether you’re making last-minute grants to meet your MDR or setting goals for the new year, here are resources to help you maximize your philanthropic impact!
Reflecting on 2024: Celebrating a Year of Awards and Recognition
From expanding our capabilities to welcoming new subject matter experts to our team, 2024 may just go down as one of the most transformative years in the history of Foundation Source. As we look to a new year ahead filled with anticipation, we can’t help but pause for a moment and reflect on some of the most gratifying accomplishments and recognition our company has received throughout the year. We want to acknowledge our clients and our team for being an essential part of our journey—and for helping us make 2024 one for the history books!
Have You Meet Your MDR?
Calculating the minimum distribution is complex and includes many components of the foundation’s operations, such as grants, certain administrative expenses, grants repaid or returned to the foundation, cash reserves, tax liability, etc.
Redefining The Term ‘Philanthropist’
Episode 1, Season 2 | Featuring Judy Belk
In a recent episode of our Be Giving podcast, we're joined by Judy Belk , a Philanthropic Advisor at JVB Consulting and a leading voice on philanthropic change.
Listen for discussions on:
More From The Blog
Expert Perspectives
For Advisors
What Do Your Clients Value Most About You?
Ever wonder what your clients appreciate most about you and your practice? Personalized financial advice and goals-based planning are two of the top areas that investors value in their advisors according to a recent study. Check out our recent blog for one offering that can help you provide both.
Advisors Must Learn Nextgen's Ways To Stay Relevant
“With the great wealth transfer well underway, it will not be long before Gen Z and millennials make up the majority of financial advisors’ clients and prospects. This next generation is not like their parents and grandparents, and in order for your advisory practice to stay relevant in the coming years, resonating with them is a must. Acknowledging the immense importance they place upon giving back and making a lasting and significant impact in the world is essential.” - Gillian Howell in Financial Advisor Magazine
Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving
CEO Joseph Mrak recently joined Craig Iskowitz for an episode of WealthTech Today. Listen for topics including:
More For Advisors...
See You In Orlando!
Will you be at the 59th Annual Heckerling Institute on Estate Planning in Orlando? If you attend, we hope you’ll join us for a complimentary breakfast seminar on January 14th at 8am with Chief Legal Officer Jeffrey Haskell on how you can help clients spark economic development in disadvantaged communities. Space is limited!
Careers
Want to start off the new year with a new career? Check out our remote and in-person opportunities.
Ready to apply? Head to our careers page for job descriptions and applications!
What’s it like to work in #PhilTech?
Erin Koch , content marketing director, shared her experience at Foundation Source in a recent blog.
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