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Home > Events > Events > Conferences > The Tax and Estate Planning Forum

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  • Starting a Foundation
  • Managing Your Foundation
  • For Advisors
    • Wealth Advisors
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    • CPAs
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  • Corporate Philanthropy
  • About Us
    • About Foundation Source
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    • Strategic Alliances
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    • GrantSafe®
    • News & Press Releases
    • Events & Webinars
    • Client Stories
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  • Learn About Foundations
    • What Is a Private Foundation?
    • Benefits of a Private Foundation
    • Setting Up a Private Foundation
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The Tax and Estate Planning Forum

Updated: September 1, 2020

Date: Nov 4 - 7, 2020

In Category: Conferences

Foundation Source is a sponsor.

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10 Things You Didn't Know You Could Do With Your Foundation
The IRS allows private foundations wide latitude to undertake creative, inventive and effective philanthropy. Learn more.

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Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, serving more than 1,700 family, corporate, and professionally staffed foundations, of all sizes, nationwide.

  • Starting a Foundation
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  • For Advisors
    • Wealth Advisors
    • Attorneys
    • CPAs
    • Family Offices
  • Corporate Philanthropy
  • About Us
    • Management Team
    • Strategic Alliances
    • Careers
  • Resources
    • Resource Library
    • GrantSafe®
    • Events & Webinars
    • News & Press Releases
    • Client Stories
    • Podcasts
  • Learn About Foundations
    • What Is a Private Foundation?
    • Benefits of a Private Foundation
    • Setting Up a Private Foundation
    • Charitable Vehicles
  • Demo Our Technology
  • Contact Us

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