Foundation Source

09/04/2026

Philanthropy never stands still—and neither do the people behind it. Yet through all the shifts in how giving happens, our mission at Foundation Source hasn’t wavered: empowering people and companies to create a better world through philanthropy.

Check out today's blog to meet the people whose work reflects the values we stand by and the promises we make to the philanthropic community.

https://hubs.li/Q04wKVx80

Read on to meet the people whose work reflects the values we stand by and the promises we make to the philanthropic community.

09/03/2026

While advisors and HNW clients alike now expect conversations on philanthropy to be part of their relationships, some meaningful gaps still remain. Join two of the field's most respected voices as they dig into the findings and share practical ways for donors and advisors to make the philanthropic conversation more insightful and impactful.

Register here >> https://hubs.li/Q04wFjjz0

09/02/2026

In the 2026 Midyear Outlook from Wealth Management, our CEO Joe Mrak examines a question every advisory practice is now facing: as PhilTech and AI absorb more of the administrative work of giving, what makes an advisor irreplaceable?

In the 2026 Midyear Outlook from Wealth Management, our CEO Joe Mrak examines a question every advisory practice is now facing.

09/01/2026

High-net-worth (HNW) clients are bringing philanthropy to the table more than ever before, and they expect their advisors to be ready when they do. CEO Joseph Mrak shares insights for advisors of HNW clients in the Wealth Management Midyear Outlook. Check it out here >> https://hubs.li/Q04wb1Tc0

MIDYEAR OUTLOOK The Hidden Risk in Today’s 1031 Exchange Market is Ex*****on, Not Pricing By Julie Baird FIRST AMERICAN EXCHANGE COMPANY For two years , conversations regarding 1031 like-kind exchanges and commercial real estate have largely focused on one factor: pricing. Investors have been watc...

08/28/2026

As society adapts to the ever-expanding presence of AI—particularly generative AI (G*I) that creates (generates) new, original content—the philanthropic sector is increasingly embracing this rapidly evolving technology and its vast capabilities. Our new whitepaper explores its applications, benefits and current challenges. Check it out here >> https://hubs.li/Q04vJMJr0

As society adapts to the ever-expanding presence of artificial intelligence (AI)—particularly generative AI (G*I) that creates (generates) new, original content—the philanthropic sector is increasingly embracing this rapidly evolving technology and its vast capabilities.

08/27/2026

You're Invited! The 2026 TPI Study of The Philanthropic Conversation offers insights for both advisors and HNW individuals in crafting stronger conversations. While advisors and HNW clients alike now expect conversations on philanthropy to be part of their relationships, some meaningful gaps still remain.

Join two of the field's most respected voices as they dig into the findings and share practical ways for donors and advisors to make the philanthropic conversation more insightful and impactful.

Register now >> https://hubs.li/Q04vCwzH0

08/26/2026

LAST CHANCE! ⏰ Join us tomorrow for quick tips from our seasoned subject matter experts on the best ways to engage the family in philanthropy and build a legacy.

Register now >> https://hubs.li/Q04vsrSq0

Can't make it? Register to get the replay!

08/25/2026

In the final installment of our AI in Philanthropy series, we’re bringing the conversation full circle: how to evaluate whether AI is truly delivering on its promise, how the philanthropic sector can help ensure the technology is developed and used responsibly, and the practical steps funders can take over the next 12 months. Keep reading: https://hubs.li/Q04vbBnY0

In this next installment of our AI In Philanthropy series we're discussing how to evaluate AI, practical steps funders can take and more.

08/24/2026

You asked, we listened! Just 3 more days until our first “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts.

Register now >> https://hubs.li/Q04v7yfY0

Can't make it on Thursday? Register to get the replay!

08/21/2026

See you soon in California! Our team is looking forward to the 2026 Future Proof Festival in just a few weeks! Stop by the Foundation Source booth (413) to meet the team and learn about our philanthropic solutions.

Learn more here >> https://hubs.li/Q04tWgqN0