DAF Day 2025: Unlock the Power of DAF Fundraising
Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan...
12 events found.
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The Philanthropy Advantage – 7 Ways Charitable Planning Can Elevate Your Practice
Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values...
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Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles
Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle, such as a private...
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DAF Giving Summit 2025
Inspired by impact: DAF Giving Summit Ignite your passion for philanthropy, expand your network, and shape the future of giving at...
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Foundation Source’s Offerings: Live Presentation – Sep 9, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Future Proof Festival
BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups,...
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Foundation Source’s Offerings: Live Presentation – Aug 12, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Family Office & Private Wealth Management Forum 2025
Newport Harbor Island Resort (formerly Gurney's Newport), Newport, RI As Opal Group’s flagship event, The Family Office & Private Wealth...
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Foundation Source’s Offerings: Live Presentation – Jul 8, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Ask Us Anything: Navigating a Rapidly Changing Landscape
From executive orders to new requirements for federal funding, the current environment is changing rapidly. How is the philanthropic sector...
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Foundation Source’s Offerings: Live Presentation – Jun 10, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Wealth Management EDGE – WealthStack 2025
The Boca Raton Resort Boca Raton, FL Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and...
