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DTSTART;TZID=America/New_York:20250925T130000
DTEND;TZID=America/New_York:20250925T140000
DTSTAMP:20260613T135629
CREATED:20250905T050333Z
LAST-MODIFIED:20250926T172924Z
UID:10000133-1758805200-1758808800@foundationsource.com
SUMMARY:The Philanthropy Advantage - 7 Ways Charitable Planning Can Elevate Your Practice
DESCRIPTION:Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a meaningful part of financial planning and a vital dimension of wealth transfer and legacy building. Join our experts who will share seven key ways philanthropy services can elevate your advisory practice. \nKey takeaways from this discussion include: \n\nWhat happens when advisors fail to address their clients’ charitable planning needs\nThe latest research on what affluent clients are expecting from their advisors\nThe advisor advantage and the opportunity to deepen relationships and build trust\nWhy philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts\nAnd more!\n\nThe Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®\, CPWA®\, CIMC®\, and RMA® certifications. It has also been approved for 1 CFP CE credit.\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=j3BreIk51Gk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n  \n\n \nJessica Donahue\nSenior Managing Director\nFoundation Source \nJessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source\, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers\, family offices\, accounting professionals\, attorneys and tax advisors that support them. Prior to this role\, she was responsible for the company’s institutional sales initiatives\, strategic alliances and business development. \nBefore joining Foundation Source\, Jessica was a financial advisor with Wells Fargo Advisors in Westport\, CT. Earlier in her career\, she was a Director at Barclays Bank in its investment banking group in New York City. \nJessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.\n\n \nJustin Murphy\, Esq.\nSenior Managing Director\nFoundation Source \nJustin Murphy serves as Senior Managing Director\, working with private wealth managers\, financial advisors\, attorneys\, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development. \nBefore joining Foundation Source\, Justin was a consultant with LexisNexis\, a global provider of workflow solutions for the professional services sector\, partnering with AmLaw 200 firms and corporate clients. Prior to that\, Justin was a consultant with Thomson Reuters West\, an international publisher of industry intelligence for businesses and professionals. \nJustin also practiced as an attorney in the state of Pennsylvania at the Harrisburg\, PA firm Marshall Dennehey; the Philadelphia\, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania. \nJustin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law\, and a Bachelor of Arts from West Virginia University.\n\n 
URL:https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-practice/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251009T130000
DTEND;TZID=America/New_York:20251009T140000
DTSTAMP:20260613T135629
CREATED:20250929T170519Z
LAST-MODIFIED:20251111T003933Z
UID:10000134-1760014800-1760018400@foundationsource.com
SUMMARY:DAF Day 2025: Unlock the Power of DAF Fundraising
DESCRIPTION:Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S.\, and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser\, you can’t afford to overlook this powerful tool. \nCelebrate DAF Day this October 9th by joining us for our FREE webinar hosted by Foundation Source. \nGary Pforzheimer\, President of Planned Giving will be co-presenting with Stephen Kump\, President of Donor Advised Funds at Foundation Source\, and Mitch Stein\, Head of Strategy at Chariot\, a financial technology company focused on DAF payments and donor-advised fund innovation\, and incidentally\, one of the founders of DAF Day. \nKey topics we’ll cover in this webinar include: \n\nUnderstanding the DAF landscape: Current trends\, emerging opportunities\, and what motivates today’s DAF donors\nBuilding effective DAF fundraising strategies for nonprofits: Best practices for cultivation\, stewardship\, and conversion\nLeveraging technology and modern solutions: How to enhance your donor’s experience and even launch your own DAF program through the Foundation Source turnkey\, white labeled DAF solution\nPlanned giving integration: Connecting DAFs with comprehensive philanthropic planning for maximum impact\n\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=lhP_SMTycAU” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/daf-day-2025-unlock-the-power-of-daf-fundraising/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T140000
DTSTAMP:20260613T135629
CREATED:20250218T224929Z
LAST-MODIFIED:20250218T224929Z
UID:10000110-1760446800-1760450400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Oct 14\, 2025
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-14-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251104T130000
DTEND;TZID=America/New_York:20251104T140000
DTSTAMP:20260613T135629
CREATED:20251006T113036Z
LAST-MODIFIED:20251110T231115Z
UID:10000135-1762261200-1762264800@foundationsource.com
SUMMARY:5 Things You Need to Know About Charitable Planning Before The End of The Year
DESCRIPTION:From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits\, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors. \nThis webinar will focus on “mini segments” that focus on 5 different topics: \n\nGranting to for-profit organizations\nReal estate\nCorporate foundations\nRegulatory update on OBBB\nReminder: that if clients have income that needs to be offset this year\, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \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=-0yeszKpU3s” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/5-things-you-need-to-know-about-charitable-planning-before-the-end-of-the-year/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T130000
DTEND;TZID=America/New_York:20251105T140000
DTSTAMP:20260613T135629
CREATED:20251015T185856Z
LAST-MODIFIED:20260323T090609Z
UID:10000136-1762347600-1762351200@foundationsource.com
SUMMARY:Building a Philanthropic Legacy with a Family Foundation - Nov 5th 2025
DESCRIPTION:Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment\, how does a philanthropist build a legacy that lasts through generations? Hear the perspectives of two seasoned philanthropic experts as they discuss the legal considerations and strategic approaches that family foundation leaders consider in building their philanthropic legacy. The conversation will include stories that inspire foundation leaders to reflect on their values\, define their philanthropic goals and engage their families\, to construct a roadmap for future generations to continue the course. \nThe discussion will: \n\nExplore successful approaches in planning for institutional perpetuity\nIntroduce various strategies for cohesive engagement among future generations\nBuild a giving program that withstands changing community needs and priorities over time\nReview the structural components necessary in preparing future leadership\nConsider using a range of tools to communicate philanthropic history\, values and vision\n\n  \nPresented By:\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=”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=”4289″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nJeannea Varrichio\nNational Director of Legal Services\nFoundation Source\n[/vc_column_text][vc_column_text]Jeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including\, grants to individuals\, program-related investing\, international grant-making\, scholarship and award programs\, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing\, excess business holding\, jeopardizing investment\, and taxable expenditure rules. \nJeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source\, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from the State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University\, where she was an editor for The Hofstra Labor and Employment Law Journal.[/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=”4851″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nRobyn Hullihan\nSenior Philanthropic Director\nFoundation Source\n[/vc_column_text][vc_column_text]Robyn Hullihan is a Philanthropic Director at Foundation Source\, the nation’s largest provider of comprehensive support services for private foundations. An expert in the field of philanthropy and private foundations\, she works with clients in the Northeast and Central Regions. \nWith 30 years of experience in the charitable giving sector\, Robyn helps clients accomplish their philanthropic goals through a variety of methods\, including research\, strategic planning\, grantmaking and evaluations\, governance\, and family engagement. \nPrior to joining Foundation Source\, Robyn spent 12 years running her own philanthropic consultancy\, providing strategic planning\, communications\, and leadership to foundations and high-net-worth individuals in the areas of governance\, administration\, program research and development\, and organizational and project analysis. \nPreviously\, she was the executive director of the Joyce and Irving Goldman Family Foundation in New York City\, served as associate director of The Tow Foundation in Stamford\, CT\, and was a program officer at The William Randolph Hearst Foundations. \nShe serves on the board of directors for the Trust for Trauma Journalism and Nordoff-Robbins Music Therapy Foundation\, among others. Robyn earned a degree in international relations and music from Mount Holyoke College; a post-graduate diploma from London University\, London School of Economics and Political Science; and an M.B.A. in Management/International Business from New York University\, Leonard N. Stern School of Business.[/vc_column_text][/vc_column][/vc_row]\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=mWrMAb0WXG0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/building-a-philanthropic-legacy-with-a-family-foundation-nov-5th-2025/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T130000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20260613T135629
CREATED:20250218T225044Z
LAST-MODIFIED:20250218T225044Z
UID:10000111-1762866000-1762869600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Nov 11\, 2025
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-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T143000
DTEND;TZID=America/New_York:20251118T153000
DTSTAMP:20260613T135629
CREATED:20251015T190545Z
LAST-MODIFIED:20251017T215001Z
UID:10000137-1763476200-1763479800@foundationsource.com
SUMMARY:From Passion to Practice: Evolving The Way You Give - Nov 18th 2025
DESCRIPTION:Tuesday\, Nov 18th at 11:30 AM PT (2:30 PM EST)- Lunch Provided \nJoin us at 1 Hotel San Francisco 8 Mission Street\nSan Francisco\, CA 94105 \nFrom Passion to Practice is an exclusive live event focused on driving future impact. The nonprofit sector is facing enormous uncertainty and every dollar counts\, so we’re asking an author\, an entrepreneur and a foundation leader to share the insights\, experiments and best practices that can help accelerate results in your community. Join your philanthropic peers to learn what new and proven options are available this giving season and how to level-up your grant making practices in 2026. \nSpace is Limited!\nWe expect spots to fill up fast—don’t miss this rare opportunity! \nREGISTER NOW
URL:https://foundationsource.com/event/from-passion-to-practice-evolving-the-way-you-give-nov-18th-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T130000
DTEND;TZID=America/New_York:20251209T140000
DTSTAMP:20260613T135629
CREATED:20250218T225220Z
LAST-MODIFIED:20250218T225220Z
UID:10000112-1765285200-1765288800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Dec 9\, 2025
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-9-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260113T130000
DTEND;TZID=America/New_York:20260113T140000
DTSTAMP:20260613T135629
CREATED:20260127T064658Z
LAST-MODIFIED:20260127T064658Z
UID:10000138-1768309200-1768312800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 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-jan-13-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T130000
DTEND;TZID=America/New_York:20260210T140000
DTSTAMP:20260613T135629
CREATED:20260127T065031Z
LAST-MODIFIED:20260127T065031Z
UID:10000139-1770728400-1770732000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 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-feb-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260310T130000
DTEND;TZID=America/New_York:20260310T140000
DTSTAMP:20260613T135629
CREATED:20260127T065211Z
LAST-MODIFIED:20260127T065211Z
UID:10000140-1773147600-1773151200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 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-mar-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T130000
DTEND;TZID=America/New_York:20260318T140000
DTSTAMP:20260613T135629
CREATED:20260226T050822Z
LAST-MODIFIED:20260323T090506Z
UID:10000156-1773838800-1773842400@foundationsource.com
SUMMARY:Ask The Experts: Retaining NextGen Clients with Philanthropy
DESCRIPTION:Gillian Howell will be joined by BNY Wealth Strategist Boryana Zamanoff to share how and why philanthropy is one of the smartest\, simplest ways advisors can enhance their relationships with these younger cohorts and retain them as clients. \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=-eVqgUCYLFA” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-retaining-nextgen-clients-with-philanthropy/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T130000
DTEND;TZID=America/New_York:20260414T140000
DTSTAMP:20260613T135629
CREATED:20260127T065335Z
LAST-MODIFIED:20260127T065335Z
UID:10000141-1776171600-1776175200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 14\, 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-apr-14-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260505T130000
DTEND;TZID=America/New_York:20260505T140000
DTSTAMP:20260613T135629
CREATED:20260429T085800Z
LAST-MODIFIED:20260507T121155Z
UID:10000160-1777986000-1777989600@foundationsource.com
SUMMARY:Teaming Up for Education: Mobilizing Investment Through the FIFA Global Citizen Education Fund Ahead of the World Cup
DESCRIPTION:In a recent survey\, almost half of our clients cited education as the top cause they care about. That’s why Foundation Source is excited to team up with Global Citizen and FIFA to expand access to quality education for children around the world. You’re invited to join us for an exclusive virtual event with impact investors\, innovators\, and changemakers for what promises to be an energizing preview of the FIFA Global Citizen Education Fund\, which aims to raise and disburse $100 million in grants to grassroots education programs in over 200 countries. You’ll get a sneak peek in advance of the 2026 World Cup campaign and hear more about the learning and life-changing initiatives that may complement and advance your mission. \nTuesday\, May 5th at 1 pm ET \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=5tYwH98A9G8″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/teaming-up-for-education-mobilizing-investment-through-the-fifa-global-citizen-education-fund-ahead-of-the-world-cup/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260512T130000
DTEND;TZID=America/New_York:20260512T140000
DTSTAMP:20260613T135629
CREATED:20260127T065514Z
LAST-MODIFIED:20260127T070614Z
UID:10000142-1778590800-1778594400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 12\, 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-may-12-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260613T135629
CREATED:20260127T065834Z
LAST-MODIFIED:20260127T070635Z
UID:10000143-1781010000-1781013600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 9\, 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-jun-9-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260624T130000
DTEND;TZID=America/New_York:20260624T140000
DTSTAMP:20260613T135629
CREATED:20260429T090238Z
LAST-MODIFIED:20260429T090238Z
UID:10000161-1782306000-1782309600@foundationsource.com
SUMMARY:People\, Policies & Practice: Governance Guardrails For Private Foundations
DESCRIPTION:Wednesday\, June 24th\, 1PM ET \nRegistration information coming shortly.
URL:https://foundationsource.com/event/people-policies-practice-governance-guardrails-for-private-foundations/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260613T135629
CREATED:20260127T070031Z
LAST-MODIFIED:20260127T070656Z
UID:10000144-1784034000-1784037600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jul 14\, 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-jul-14-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T130000
DTEND;TZID=America/New_York:20260811T140000
DTSTAMP:20260613T135629
CREATED:20260127T070247Z
LAST-MODIFIED:20260127T070718Z
UID:10000145-1786453200-1786456800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Aug 11\, 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-aug-11-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260908T130000
DTEND;TZID=America/New_York:20260908T140000
DTSTAMP:20260613T135629
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:20261013T130000
DTEND;TZID=America/New_York:20261013T140000
DTSTAMP:20260613T135629
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:20260613T135629
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:20260613T135629
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