BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Foundation Source - ECPv6.17.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://foundationsource.com
X-WR-CALDESC:Events for Foundation Source
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260827T130000
DTEND;TZID=America/New_York:20260827T140000
DTSTAMP:20260815T104941Z
CREATED:20260815T104905Z
LAST-MODIFIED:20260815T104941Z
UID:10000171-1787835600-1787839200@foundationsource.com
SUMMARY:Best Ways To Engage Family & Build Legacy: Quick Tips From Our Experts
DESCRIPTION:When the topic of philanthropy comes up\, do you feel prepared? If not\, you’re not alone. We’re pleased to share for the first time ever our “best of” family philanthropy and legacy—a compilation highlighting some of the top tips from our seasoned subject matter experts. Register now to save your spot! \nREGISTER NOW
URL:https://foundationsource.com/event/best-ways-to-engage-family-build-legacy-quick-tips-from-our-experts/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260908T130000
DTEND;TZID=America/New_York:20260908T140000
DTSTAMP:20260127T070459Z
CREATED:20260127T070433Z
LAST-MODIFIED:20260127T070459Z
UID:10000146-1788872400-1788876000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Sep 08\, 2026
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-sep-08-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260909T140000
DTEND;TZID=America/New_York:20260909T150000
DTSTAMP:20260815T111114Z
CREATED:20260815T111114Z
LAST-MODIFIED:20260815T111114Z
UID:10000172-1788962400-1788966000@foundationsource.com
SUMMARY:The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Advisory Practice
DESCRIPTION:Many financial advisors treat philanthropy as a niche topic\, reserved for year-end tax planning. This is a significant missed opportunity. For your wealth management clients\, charitable giving is a profound expression of their values\, a critical component of their financial plan\, and a vital dimension of legacy building. Failing to address this core aspect of their financial lives can create a disconnect\, leaving value on the table and potentially weakening client relationships. \nIntegrating charitable planning into your practice is no longer a luxury—it’s a strategic imperative for building trust\, deepening relationships\, and demonstrating indispensable value in an industry facing seismic shifts. How can you confidently guide these crucial conversations and transform them into a competitive advantage? \nThis webinar will provide a clear roadmap for leveraging philanthropy to not only meet but exceed client expectations\, solidifying your role as their most trusted advisor. \nYou will learn: \n\nThe potential missed opportunities when advisors fail to address their clients’ charitable planning needs.\nThe latest research on what affluent clients are looking for in a modern advisory relationship.\nHow to leverage philanthropic conversations to significantly deepen client relationships and build trust.\nWhy incorporating charitable planning is a future-proof strategy for adding measurable\, lasting value to your practice.\n\nDon’t miss this opportunity to discover how you can turn charitable planning into a powerful engine for growth and client retention. \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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][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_column_text]Presented By: \n[/vc_column_text][/vc_column][/vc_row][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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”5780″ image_size=”full” max_width=”100%” max_width_mobile=”default” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default”][vc_column_text css=”” text_direction=”default”]Steven DuBrava\nSenior Vice President\, Business Development\nFoundation Source[/vc_column_text][vc_column_text css=”” text_direction=”default”]Steve DuBrava is Senior Vice President of Business Development at Foundation Source\, overseeing the West coast. Over the past decade he has worked closely with advisors\, the ultra-high-net-worth community\, and existing private foundations\, helping them navigate the philanthropic landscape. His approach centers on meaningful conversations—understanding a client’s charitable intent\, family dynamics\, and long-term goals in order to identify the right philanthropic vehicle for their needs.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”5779″ image_size=”full” max_width=”100%” max_width_mobile=”default” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default”][vc_column_text css=”” text_direction=”default”]John Johnson\, CAP®\nVice President\, Business Development\nFoundation Source[/vc_column_text][vc_column_text css=”” text_direction=”default”]John Johnson is Vice President at Foundation Source and a 15-year veteran of the firm\, responsible for the Western region. He works with high and ultra-high-net-worth individuals and families\, private wealth managers\, financial advisors\, attorneys\, and CPAs to identify and achieve philanthropic goals through private foundations and charitable vehicles.[/vc_column_text][/vc_column][/vc_row][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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][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_column_text css=”” text_direction=”default”]REGISTER NOW[/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-advisory-practice/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T130000
DTEND;TZID=America/New_York:20261013T140000
DTSTAMP:20260127T071031Z
CREATED:20260127T071031Z
LAST-MODIFIED:20260127T071031Z
UID:10000147-1791896400-1791900000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Oct 13\, 2026
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-oct-13-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261110T130000
DTEND;TZID=America/New_York:20261110T140000
DTSTAMP:20260127T071213Z
CREATED:20260127T071213Z
LAST-MODIFIED:20260127T071213Z
UID:10000148-1794315600-1794319200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Nov 10\, 2026
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-nov-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T130000
DTEND;TZID=America/New_York:20261208T140000
DTSTAMP:20260127T071402Z
CREATED:20260127T071402Z
LAST-MODIFIED:20260127T071402Z
UID:10000149-1796734800-1796738400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Dec 08\, 2026
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-dec-08-2026/
CATEGORIES:Webinars
END:VEVENT
END:VCALENDAR