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DTSTART;TZID=America/New_York:20250812T130000
DTEND;TZID=America/New_York:20250812T140000
DTSTAMP:20260407T141603
CREATED:20250218T224601Z
LAST-MODIFIED:20250218T224601Z
UID:10000108-1755003600-1755007200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Aug 12\, 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-aug-12-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250721T080000
DTEND;TZID=America/New_York:20250723T170000
DTSTAMP:20260407T141603
CREATED:20250523T140757Z
LAST-MODIFIED:20250523T140757Z
UID:10000125-1753084800-1753290000@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2025
DESCRIPTION:Newport Harbor Island Resort (formerly Gurney’s Newport)\, Newport\, RI\nAs Opal Group’s flagship event\, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions\, Newport\, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race\, where you’ll have the opportunity to connect with fellow delegates\, exchange ideas\, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days\, family offices\, private investors\, and investment managers navigate their way through the choppy waters of the past recession\, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing\, impact investing\, non-correlated assets\, and many more. Come join us this July– the forecast calls for fun\, networking\, and favorable prospects for preserving your family’s wealth. \nCONFERENCE FORMAT \nThis conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes\, but cannot pitch products. \n \nREGISTER NOW
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T130000
DTEND;TZID=America/New_York:20250708T140000
DTSTAMP:20260407T141603
CREATED:20250218T224432Z
LAST-MODIFIED:20250218T224432Z
UID:10000107-1751979600-1751983200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jul 8\, 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-jul-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250613T130000
DTEND;TZID=America/New_York:20250613T140000
DTSTAMP:20260407T141603
CREATED:20250528T154837Z
LAST-MODIFIED:20250618T125446Z
UID:10000131-1749819600-1749823200@foundationsource.com
SUMMARY:Ask Us Anything: Navigating a Rapidly Changing Landscape
DESCRIPTION:From executive orders to new requirements for federal funding\, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry of proposed legislation and what can philanthropists and their professional advisors do to navigate pending changes? Our legal experts have stayed close to the action and are ready to answer your questions. Simply fill out the form and select the topic(s) you want them to cover and register for our upcoming session to gain real-time insights and sector-specific guidance. They’ll provide clarity on a variety of topics that have the potential to impact private foundations and nonprofits. \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=3gOHUCmb2Zs” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-us-anything-navigating-a-rapidly-changing-landscape/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T130000
DTEND;TZID=America/New_York:20250610T140000
DTSTAMP:20260407T141603
CREATED:20250218T223014Z
LAST-MODIFIED:20250218T224208Z
UID:10000105-1749560400-1749564000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 10\, 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-jun-10-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250612T170000
DTSTAMP:20260407T141603
CREATED:20250414T043829Z
LAST-MODIFIED:20250414T055732Z
UID:10000119-1749542400-1749747600@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2025
DESCRIPTION:The Boca Raton Resort\nBoca Raton\, FL \nTech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement\, next-gen digital experiences\, and the future of integrated tech stacks. Gain the tools\, strategies\, and connections essential for driving productivity and profitability. \n \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250603T140000
DTEND;TZID=America/New_York:20250603T150000
DTSTAMP:20260407T141603
CREATED:20250428T033303Z
LAST-MODIFIED:20250619T092813Z
UID:10000124-1748959200-1748962800@foundationsource.com
SUMMARY:Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations
DESCRIPTION:Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nOur experts will provide an overview of these two strategic giving vehicles and explain the signature features\, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact\, and answer your pre-submitted questions. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nSpeakers include:\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=”1/3″ 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=”513″ 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]Gillian Howell\nNational Philanthropy Executive\nFoundation Source[/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=”1/3″ 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=”3999″ 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]Stephen Kump\nPresident of DAFs\nFoundation Source[/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=”1/3″ 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=”4420″ 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]Susan Lipp – Moderator\nEditor in Chief\nTrust and Estates[/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=TmamVCae7hY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-grow-your-practice-with-philanthropy-comparing-dafs-and-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250516T080000
DTEND;TZID=America/New_York:20250517T170000
DTSTAMP:20260407T141603
CREATED:20250414T050334Z
LAST-MODIFIED:20250414T050334Z
UID:10000121-1747382400-1747501200@foundationsource.com
SUMMARY:Ideas to Impact\, Chaminade Leadership
DESCRIPTION:Sponsored Event
URL:https://foundationsource.com/event/ideas-to-impact-chaminade-leadership/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250514T080000
DTEND;TZID=America/New_York:20250516T170000
DTSTAMP:20260407T141603
CREATED:20250414T045909Z
LAST-MODIFIED:20250414T050036Z
UID:10000120-1747209600-1747414800@foundationsource.com
SUMMARY:Beacon\, The RIA Roundtable
DESCRIPTION:Ideal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-ria-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T130000
DTEND;TZID=America/New_York:20250513T140000
DTSTAMP:20260407T141603
CREATED:20250218T223109Z
LAST-MODIFIED:20250218T223158Z
UID:10000106-1747141200-1747144800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 13\, 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-may-13-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250507T130000
DTEND;TZID=America/New_York:20250507T140000
DTSTAMP:20260407T141603
CREATED:20250414T055058Z
LAST-MODIFIED:20250512T042122Z
UID:10000123-1746622800-1746626400@foundationsource.com
SUMMARY:Unrestricted Awards to Remarkable Individuals: A Grantmaking Tool That Prioritizes The Grantee
DESCRIPTION:Join us for a conversation with a foundation that prioritizes grantees over itself. Come to this webinar to learn about how a foundation can issue grant awards to individuals and celebrate the accomplishments of artists\, scientists and others all while meeting the foundation’s disbursement obligations. Foundation Source’s Head of Philanthropic Advisory Services Elizabeth Wong will be joined by Miriam Billinger\, Operations Director of the Maxwell/Hanrahan Foundation\, for a candid conversation on ways the foundation has connected purpose with practice—and why its goal is to shine the spotlight on its individual awardees and grantee partners rather than itself. \nKey takeaways from this discussion include: \n\nHow awards to individuals for unique\, innovative\, inspirational and groundbreaking achievements can be a powerful grantmaking tool.\nHow a foundation distributes financial resources directly to scientists\, teachers\, conservationists and creators whose diverse perspectives enable us to discover new things about ourselves and our world.\nHow a foundation that wants to stay lean and not reinvent the wheel can infuse its operations with processes that demonstrate respect for its partners including tools and best practices for funding with a light footprint.\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=”3405″ 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]\nElizabeth Wong\nHead of Philanthropic Advisory Services\nFoundation Source\n[/vc_column_text][vc_column_text]With three decades of experience in organizational performance and philanthropy\, Elizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader\, relationship manager\, executive coach and philanthropic consultant\, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas\, including high-impact philanthropy\, family foundation governance\, succession planning\, and leadership/program development. She specializes in strategic planning\, leadership transitions\, organizational development for corporations\, nonprofits and foundations\, and business development and client retention. \nIn her current role\, Elizabeth serves as the Head of Philanthropic Advisory Services at Foundation Source\, the nation’s largest provider of comprehensive support services for private foundations. She leads an experienced team of philanthropic directors in expertly helping clients carry out their philanthropic missions and activities. She is also responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education. \nPassionate about philanthropy and the power of the social sector\, Elizabeth serves on the boards of the Gates Foundation Alumni Network\, Digital Green (a global development organization partnering with smallholder farmers)\, and the Center for Large Landscape Conservation (CLLC). She grew up in San Francisco\, CA\, and lives with her family in Seattle\, WA.[/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=”4415″ 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]\nMiriam Billinger\nOperations Director\nMaxwell/Hanrahan Foundation\n[/vc_column_text][vc_column_text]Miriam’s experience and professional passion live in the operational world of mission-driven organizations. Miriam has worked with nonprofits and foundations for over twenty years and is a leader in finance\, grant management\, organizational culture and team development. \nMiriam has worked with nonprofits and foundations for over twenty years as a leader in finance\, grant management\, organization culture and team development. Miriam lights up when she talks about the intersection of mission and money in nonprofits. She has served as consultant and mentor to organizations with budgets ranging from $30K to $300M and whose areas of focus span conservation\, environmental education and sustainable agriculture. Miriam’s work is rooted in strengthening operating systems that enable nonprofits and foundations to be efficient\, effective\, resilient and impactful. \nPrevious roles include serving as program finance officer for the Gordon & Betty Moore Foundation\, assistant finance director at Humboldt State University’s Sponsored Programs Foundation and consultant to nonprofits and land trusts across Northern California. Miriam studied business economics and financial accounting\, and she is trained in facilitative leadership\, project management and meeting facilitation. \nMiriam is currently serving as a board member for Multiplier\, a nonprofit fiscal sponsor and impact accelerator. Miriam lives in the redwoods and can be found quilting\, camping and volunteering in the public schools. She is the proud mother of two awesome children who inspire her to work for a brighter future and a healthier planet.[/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=N3PCewbyRY0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/unrestricted-awards-to-remarkable-individuals-a-grantmaking-tool-that-prioritizes-the-grantee/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20260407T141603
CREATED:20250414T043205Z
LAST-MODIFIED:20250414T043310Z
UID:10000118-1745568000-1745600400@foundationsource.com
SUMMARY:Global Climate Solutions Summit - Invest in Innovation\, Scale Impact
DESCRIPTION:The Punch Line San Francisco\nSan Francisco\, California \nJoin us for GCSS 2025\, the premier gathering of climate investors\, founders\, innovators\, policymakers\, and corporate leaders driving bold\, actionable solutions for a sustainable future ? \n​? AGENDA Highlights \n​? 9:00 – 10:00 AM | Climate & AI Panel\n? 10:15 – 11:30 AM | Investor Panel – From Pitch to Check: Climate Investor Playbook\n? 11:30 – 12:15 PM | Designing Sustainable Live Events & Activations\n? 12:15 – 1:00 PM | Lunch & Networking \n​? 1:00 – 2:00 PM | Climate Thought Leadership Keynotes: Academic\, Business\, Philanthropic Perspectives \n​? 2:05 – 3:20 PM | Climate Venture Leaders Panel\n? 3:30 – 3:50 PM | Keynote: From Ideas to Impact \n​? 3:50 – 4:00 PM | Book Signing & Comedian Entertainment\n? 4:00 – 4:40 PM | Unlocking Growth: How Philanthropy Can Supercharge Business\n? 4:40 – 5:00 PM | Climate Innovation Awards Ceremony ? \n \nREGISTER NOW
URL:https://foundationsource.com/event/global-climate-solutions-summit-invest-in-innovation-scale-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20260407T141603
CREATED:20250414T042726Z
LAST-MODIFIED:20250414T042811Z
UID:10000117-1745395200-1745600400@foundationsource.com
SUMMARY:Beacon\, The Innovators Roundtable
DESCRIPTION:Beacon\, The Innovators Roundtable \nLocation and Hotel:\nSavannah\, Georgia at the JW Marriott Savannah Plant Riverside District \nIdeal Wealth Firm Attendees\nPractice Management and Advisor Desktop Leaders at Wealth Firms \nDescription\nEncouraging Practice Management and Desktop Technology Leaders to explore the art of the possible\, helping Advisors better serve their customers. \nPartner Focus\nCRM\, Advisor Tools\, Productivity\, and Communication. \nFormat\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-innovators-roundtable/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20260407T141603
CREATED:20250414T042044Z
LAST-MODIFIED:20250414T042044Z
UID:10000116-1745395200-1745427600@foundationsource.com
SUMMARY:The Private Foundation Summit 2025
DESCRIPTION:Location: The Mayflower Hotel\, 1127 Connecticut Ave NW\, Washington DC \nThe Private Foundation Summit (PFS) will once again be hosted by Georgetown Law in 2025. Founded in Seattle in 2009 and offered for many years by the AICPA\, PFS continues to offer the same great programming in a new location. \nThe PFS provides an opportunity to network and get front-row access to attorneys\, CPAs\, and other private advisors as they delve into the tax and legal intricacies of private foundations. \nThis year’s program will include breakout sessions on the challenges of different grants and gifting methods\, as well as global operational considerations for private foundations\, and facilitated lunchtime opportunities to “ask the experts.”\n \nREGISTER NOW
URL:https://foundationsource.com/event/the-private-foundation-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250422T152500
DTEND;TZID=America/New_York:20250422T161500
DTSTAMP:20260407T141603
CREATED:20250402T084132Z
LAST-MODIFIED:20250402T084257Z
UID:10000115-1745335500-1745338500@foundationsource.com
SUMMARY:How Advisors Can Increase Charitable Impact
DESCRIPTION:It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values\, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss: \n\nA range of philanthropic services to help clients drive impact\nLearnings and best practices from advisors\nWays to undertake your own charitable activities\nHow the Invest in Others foundation brings philanthropy and volunteerism into the finance industry\n\nModerator: Hannah Shaw Grove – CMO\, Foundation Source \nSpeakers:\nLaura T. Godine\, JD\, AEP®\, CAP® – Partner\, Wealth Strategist & Regional Director of Wealth Planning\nCori Oliver – Director\, Charitable Consulting\, DAFgiving360™\nClara Sierra – Senior Director\, Global Sales\, Moody’s\, Executive Board Member\, Invest In Others Charitable Foundation \n \nREGISTER NOW
URL:https://foundationsource.com/event/how-advisors-can-increase-charitable-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250421T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20260407T141603
CREATED:20250218T215036Z
LAST-MODIFIED:20250414T041102Z
UID:10000098-1745222400-1745427600@foundationsource.com
SUMMARY:Financial Advisor 10th Annual Invest In Women - April 21 - 23rd 2025
DESCRIPTION:Invest In Women returns in 2025\, offering a unique platform for sponsors to engage with leading Financial Advisors dedicated to serving female clients. Join us in Boston April 21-23\, 2025 at the Omni Boston Hotel at the Seaport. \nInvest In Women Isn’t just an industry-leading conference; it’s a commitment to serving the unique needs of female clients. Join us for unparalleled networking\, actionable insights\, and thought-provoking discussions led by industry experts as we shape the future of financial advising and champion the needs of female clients.   \nThis inclusive event welcomes all to participate in driving excellence and innovation in the financial industry. \nDon’t miss your chance to be part of this transformative experience. \nREGISTER NOW
URL:https://foundationsource.com/event/10th-annual-invest-in-women-april-21-23rd-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250409T090000
DTEND;TZID=America/New_York:20250410T170000
DTSTAMP:20260407T141603
CREATED:20250218T215818Z
LAST-MODIFIED:20250414T040850Z
UID:10000099-1744189200-1744304400@foundationsource.com
SUMMARY:Envestnet Elevate 2025
DESCRIPTION:Envestnet Elevate is our annual pinnacle event that provides insights\, training\, and networking opportunities to help elevate your practice. \nOur mission has always been clear: we’re all in on supporting advisors and their clients through technology\, solutions\, and insights. We’re fully committed to building and innovating to bring you the most integrated wealth management technology available. This year\, we invite our clients and partners to ask: what do you need to go all in? \nREGISTER NOW
URL:https://foundationsource.com/event/envestnet-elevate-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T130000
DTEND;TZID=America/New_York:20250408T140000
DTSTAMP:20260407T141603
CREATED:20250218T222905Z
LAST-MODIFIED:20250218T223503Z
UID:10000104-1744117200-1744120800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 8\, 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-apr-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250321T130000
DTEND;TZID=America/New_York:20250321T140000
DTSTAMP:20260407T141603
CREATED:20250321T112558Z
LAST-MODIFIED:20250618T125016Z
UID:10000114-1742562000-1742565600@foundationsource.com
SUMMARY:From Fundamentals to Compliance: Exploring The Best Practices of a “Well-Run” Foundation
DESCRIPTION:Wondering what the secrets to success are for “well-run” foundations? It starts with following some best practices in two key areas: establishing the fundamentals and expense compliance. Join our in-house experts Kimberly Scott and Jeannea Varrichio who will share their unique insights and examples that have served our private foundation clients well. \nKey takeaways from this discussion include: \nEstablishing the Fundamentals\n\nGovernance\nDocumentation\nSuccession Planning\nNextGen Engagement\n\nExpense Compliance\n\nCompensation\nBoard Meetings\nDirect Charitable Activities\nConducting Site Visits\n\n\nMeet out Speakers: \nKimberly Scott \nSenior Director of Client Services \nKimberly Scott\, Senior Director of Client Services\, has over 20 years of experience working with philanthropic organizations. Prior to joining Foundation Source in 2008\, she worked with SunTrust Bank as a Portfolio Specialist and Credit Analyst focusing mainly on public charities. She has served on various boards for organizations focusing on financial literacy\, arts appreciation and health/wellness. In addition to overseeing a client services team\, Kimberly also manages the departmental training program\, Client Services University. Kimberly has a B.A. in Psychology with a minor in Management and Organization from Spelman College. She earned her M.B.A. from the University of Georgia with an additional certification in Non-Profit Management. Kimberly currently resides in Atlanta\, GA and is an avid tennis player and a travel enthusiast. \nJeannea Varrichio \nNational Director of Legal Services \nJeannea 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 grantmaking\, 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. Jeannea 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 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. \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=5rNDITtsnYo” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/from-fundamentals-to-compliance-exploring-the-best-practices-of-a-well-run-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260407T141603
CREATED:20250319T111018Z
LAST-MODIFIED:20250321T111800Z
UID:10000113-1742389200-1742392800@foundationsource.com
SUMMARY:Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations
DESCRIPTION:When disasters such as the recent southern California wildfires and other crises strike\, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster relief\, private foundations can also provide hardship assistance grants\, scholarship grants\, awards\, and even prizes. Regardless of what type of grants to individuals a foundation may choose to make\, certain procedures must be followed to remain compliant with IRS rules. Join our Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to individuals. \nSome of the topics covered will include: \nSome of the topics covered will include:  \n\nWhy would a private foundation want to make grants to individuals?\nWhen is IRS approval needed and what’s at stake when a private foundation doesn’t comply with applicable IRS rules for grants to individuals?\nThe IRS requirements applicable to grants to individuals (other than possible advance approval).\nTypes of grants to individuals and special requirements for each (scholarships/emergency/financial hardship/prizes and awards).\nSpecial rules for employer-sponsored disaster relief and employer-related scholarships.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval \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=Hlw3k4ipqt0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/exploring-grants-to-individuals-clearing-up-misconceptions-and-compliance-considerations-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T130000
DTEND;TZID=America/New_York:20250311T140000
DTSTAMP:20260407T141603
CREATED:20250218T222452Z
LAST-MODIFIED:20250218T223603Z
UID:10000103-1741698000-1741701600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 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-mar-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250219T080000
DTEND;TZID=America/New_York:20250221T170000
DTSTAMP:20260407T141603
CREATED:20250218T214430Z
LAST-MODIFIED:20250218T214534Z
UID:10000097-1739952000-1740157200@foundationsource.com
SUMMARY:Redeeming Money 2025
DESCRIPTION:Presented by King Advisors. \nExperience Transformation at the Premier Gathering of the Christian Financial Industry \n\nFind life-giving community with other Christian financial professionals.\nCultivate growth through inspiring speakers and powerful worship.\nReorient your heart toward God and money.\nLearn to integrate faith into every aspect of your work and life.\nRefocus on your kingdom purpose as a financial advisor.\nDiscover new industry opportunities and resources.\n\nREGISTER NOW
URL:https://foundationsource.com/event/redeeming-money-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250211T130000
DTEND;TZID=America/New_York:20250211T140000
DTSTAMP:20260407T141603
CREATED:20250218T222158Z
LAST-MODIFIED:20250218T223658Z
UID:10000102-1739278800-1739282400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 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-feb-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250127T080000
DTEND;TZID=America/New_York:20250129T170000
DTSTAMP:20260407T141603
CREATED:20250218T213938Z
LAST-MODIFIED:20250218T213938Z
UID:10000096-1737964800-1738170000@foundationsource.com
SUMMARY:OneVoice 2025
DESCRIPTION:Together we’ll explore innovative ways to build businesses through intentional scaling and a shared vision of sustainable growth. The future of business and work is changing rapidly\, and leveling up helps your firm move the needle and maximize results. At this Annual Kickoff\, we’ll harness our collective strengths\, formulate solutions\, and prepare for what’s ahead. Join us for insightful sessions focused on enhancing your capabilities\, distinguishing your business in the marketplace\, embracing continuous change and fostering optimism. \nAt OneVoice 2025\, you can expect to: \n\nGain industry-shaping insights from expert speakers\nEngage in targeted discussions with peers\nReconnect with colleagues and build new relationships\nDiscover tools and technologies to elevate your business\nExperience the power of unity as we shape the future of our industry\n\nJanuary 27 – 29\, 2025  | Gaylord Texan Resort & Convention Center
URL:https://foundationsource.com/event/onevoice-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250117T170000
DTSTAMP:20260407T141603
CREATED:20250218T212907Z
LAST-MODIFIED:20250218T213121Z
UID:10000094-1736755200-1737133200@foundationsource.com
SUMMARY:Heckerling Institute on Estate Planning - 59th Annual
DESCRIPTION:The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals\, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys\, accountants\, trust officers\, charitable giving professionals\, wealth management professionals\, and nonprofit advisors. \nJanuary 13-17 2025 | Orlando World Center Marriott
URL:https://foundationsource.com/event/heckerling-institute-on-estate-planning-59th-annual/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250115T170000
DTSTAMP:20260407T141603
CREATED:20250218T213456Z
LAST-MODIFIED:20250218T213532Z
UID:10000095-1736755200-1736960400@foundationsource.com
SUMMARY:ICR Conference 2025
DESCRIPTION:Each year\, we bring together hundreds of public and private company management teams\, institutional investors\, sell-side research analysts\, investment bankers\, private equity professionals and select media to better understand consumer trends and public company prospects as the year begins. \nJanuary 12 – 14\, 2025
URL:https://foundationsource.com/event/icr-conference-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T103000
DTEND;TZID=America/New_York:20241120T160000
DTSTAMP:20260407T141603
CREATED:20240923T185202Z
LAST-MODIFIED:20240923T185236Z
UID:10000092-1732012200-1732118400@foundationsource.com
SUMMARY:FOTechHub - Family Office Tech & Ops - 2nd Annual Conference
DESCRIPTION:Join the leading virtual technology and operations conference for family offices \nFOTechHub (formerly MyFOTech) is your trusted platform for events\, news\, and unbiased insight on family office technology and operations\, bringing family offices together to learn and connect.  \nWith our specialized focus and inclusive network\, we offer a broad market view\, connecting you to top experts and cutting-edge firms. \nOur transparent\, conflict-free model ensures impartial information\, separating education from sales and marketing. \nREGISTER NOW
URL:https://foundationsource.com/event/fotechhub-family-office-tech-ops-2nd-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241114T080000
DTEND;TZID=America/New_York:20241116T170000
DTSTAMP:20260407T141603
CREATED:20240423T153106Z
LAST-MODIFIED:20240923T181514Z
UID:10000080-1731571200-1731776400@foundationsource.com
SUMMARY:Exponent Philanthropy - 2024 Annual Conference
DESCRIPTION:Held in Austin\, Texas on November 14-16\, 2024\, this event is designed for and by lean funders—those who give with few or no staff. Here\, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate. \nAt the conference\, you’ll find sessions that share the how-tos of catalytic and equity-centered practices as well as the fundamentals of foundation management that make work like this possible! \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/exponent-philanthropy-2024-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T080000
DTEND;TZID=America/New_York:20241115T170000
DTSTAMP:20260407T141603
CREATED:20240923T184634Z
LAST-MODIFIED:20240923T184834Z
UID:10000091-1731484800-1731690000@foundationsource.com
SUMMARY:Philanthropy SOUTHEAST - 2024 Conference
DESCRIPTION:Being held in Nashville\, TN.  \nIn recent years\, Southern philanthropy has become increasingly adept at recognizing the systemic issues that prevent people from fully participating and prospering. Still\, many challenges remain: Disparities in health\, education and other measures of well-being persist. Marginalized populations still face discrimination. Polarization continues to threaten our democracy and even our planet’s future. \nBut philanthropy simply cannot afford to be discouraged – too much is at stake to slow down or take a step back. We must keep moving forward\, and we must do it together. \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southeast-2024-conference/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T090000
DTEND;TZID=America/New_York:20241024T193000
DTSTAMP:20260407T141603
CREATED:20240923T184157Z
LAST-MODIFIED:20240923T184157Z
UID:10000090-1729760400-1729798200@foundationsource.com
SUMMARY:TAGlocal: San Francisco
DESCRIPTION:ClimateWorks Foundation\nOctober 24\, 2024\n235 Montgomery St\, San Francisco\, CA 94104 \nOpen Reception \nSens Restaurant\n4  The Embarcadero\,  San Francisco\, CA  94111 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-san-francisco/
CATEGORIES:Conferences
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