Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Foundation Source Adds Execs for Next Growth Phase
By Janet LevauxThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
January 07, 2026
4 Ways to Grow Your Practice Through PhilanthropyCharitable planning creates opportunities to deepen client relationships, engage multiple generations and attract high-net-worth families.
December 02, 2025
Michael and Susan Dell Pledge $6.25B to Fund 25M 'Trump Accounts'Children under 10 but too old to qualify for newborn deposits will be eligible for a $250 contribution.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 13, 2025
How to Maximize the Tax Value of Charitable ContributionsLegislation this summer made many changes that will affect taxpayers planning to donate to charities in 2025 and beyond.
November 11, 2025
How to Prioritize Charitable Planning With ClientsMost clients’ net worth has increased significantly, and they are in an ideal position to support favorite causes.