Philanthropy Resources
Create better ways for doing good.
Why Financial Advisors Are The Key To Advancing Generosity
Financial Advisors hold the key to unlocking greater generosity and advancing values-based giving for our communities. While their primary role involves growing clients’ wealth through investment strategies, they are uniquely equipped to help channel that wealth into...
Qualified Charitable Distributions for 2025
WHAT IS A QCD? A Qualified Charitable Distribution (QCD) is a direct, tax-free transfer of funds from an individual’s IRA (Individual Retirement Account) to a qualified 501(c)(3) charity. QCDs help individuals over age 70½ manage their required minimum distributions...
Utilizing Non-Cash Assets for Greater Impact
In an ever-changing philanthropic and charitable giving landscape, knowing what options are available and most impactful for giving can seem daunting. Donating non-cash assets is just one way that you can maximize your charitable impact and achieve your long-term...
How to Start an Endowment
Foundation X partners with you to further your impact and bring your vision and mission to life. One of the most impactful ways we help organizations is through sophisticated investment plans, designed so you can invest in your mission and what truly matters: others....
End-of-Year Giving Dates and Deadlines | 2024
Year-end giving is a crucial time for nonprofits and foundations, as majority of annual funding arrives during this season. These contributions sustain community programs, support mission-driven impact, and provide donors with an opportunity for tax-efficient...