2025 Annual Conference
Hilton Columbus Downtown / Columbus, OH This event is designed for and by lean funders—those who give with few or...
12 events found.
Events
-
-
-
-
Future Proof: Citywide 2026
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms...
-
Foundation Source’s Offerings: Live Presentation – Mar 10, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
Ask The Experts: Retaining NextGen Clients with Philanthropy
Gillian Howell will be joined by BNY Wealth Strategist Boryana Zamanoff to share how and why philanthropy is one of the...
-
Charitable Giving Tax Benefits 101: Fast Facts
Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies...
-
-
Foundation Source’s Offerings: Live Presentation – Apr 14, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
-
Foundation Source’s Offerings: Live Presentation – May 12, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
-
Foundation Source’s Offerings: Live Presentation – Jun 9, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
-
Foundation Source’s Offerings: Live Presentation – Jul 14, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
-
Foundation Source’s Offerings: Live Presentation – Aug 11, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
-
Foundation Source’s Offerings: Live Presentation – Sep 08, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
Future Proof Festival 2026
BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups,...
