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DTSTART;TZID=America/New_York:20231017T130000
DTEND;TZID=America/New_York:20231017T140000
DTSTAMP:20231020T083340Z
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UID:10000054-1697547600-1697551200@foundationsource.com
SUMMARY:Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
DESCRIPTION:One of the many benefits of having a private foundation is that it lives in perpetuity\, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation\, foundations can be an “estate plan in action\,” helping provide a mechanism for families to cement their goals\, collaborate to effect change and strengthen their legacy. Join one of the leading experts on private foundations to: \n\nTake a deep dive into the pivotal stages of a private foundation’s lifecycle\nUnderstand the key legal and operational considerations when starting\, and operating a private foundation\nGet insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nJeffrey D. Haskell\nChief Legal Officer\nFoundation Source \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \n  \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=q4IkC_Q3db4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/pivotal-philanthropic-stages-a-look-at-the-lifecycle-of-a-foundation/
CATEGORIES:Webinars,Webinars - Replays
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DTSTART;TZID=America/New_York:20231018T130000
DTEND;TZID=America/New_York:20231018T140000
DTSTAMP:20231020T094624Z
CREATED:20230927T174323Z
LAST-MODIFIED:20231020T094624Z
UID:10000051-1697634000-1697637600@foundationsource.com
SUMMARY:Foundation Source Demo - Oct 18\, 2023
DESCRIPTION:Join Us for a Live Demo of the Foundation Source platform! \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \n \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=BmnZCqLWPOY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/foundation-source-demo-oct-18-2023/
CATEGORIES:Webinars,Webinars - Replays
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DTSTART;TZID=America/New_York:20231024T140000
DTEND;TZID=America/New_York:20231024T150000
DTSTAMP:20230918T194421Z
CREATED:20230918T194421Z
LAST-MODIFIED:20230918T194421Z
UID:10000043-1698156000-1698159600@foundationsource.com
SUMMARY:Donor Advised Funds vs. Private Foundations
DESCRIPTION:Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nThe experts in the latest installment of our Ask the Experts Webinar Series will provide an overview of these two charitable planning vehicles and the pros and cons of each\, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nGillian Howell\nHead of Client Advisory Solutions\nFoundation Source \nSandra Swirski\nFounder\nInteger \nGregory W. Baker\nPresident and Chairperson\nRenaissance Charitable \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \nREGISTER NOW
URL:https://foundationsource.com/event/donor-advised-funds-vs-private-foundations/
CATEGORIES:Webinars
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