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X-WR-CALDESC:Events for Foundation Source
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DTSTART;TZID=America/New_York:20251111T080000
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DTSTAMP:20260429T052641
CREATED:20250523T143617Z
LAST-MODIFIED:20250523T143714Z
UID:10000130-1762848000-1794589200@foundationsource.com
SUMMARY:2025 Annual Conference
DESCRIPTION:Hilton Columbus Downtown / Columbus\, OH \nThis 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: \n\nCatalytic philanthropy\nEquity-centered practices\nThe fundamentals of foundation management that make work like this possible\n… and more!\n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260505T130000
DTEND;TZID=America/New_York:20260505T140000
DTSTAMP:20260429T052641
CREATED:20260429T085800Z
LAST-MODIFIED:20260429T085827Z
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 \nREGISTER NOW
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260512T130000
DTEND;TZID=America/New_York:20260512T140000
DTSTAMP:20260429T052641
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:20260519T080000
DTEND;TZID=America/New_York:20260520T170000
DTSTAMP:20260429T052641
CREATED:20260429T085421Z
LAST-MODIFIED:20260429T085421Z
UID:10000159-1779177600-1779296400@foundationsource.com
SUMMARY:Envestnet Elevate 2026
DESCRIPTION:From buying a house\, to sending a child to college\, to retiring\, certain moments in your clients’ lives leave a lasting imprint. For advisors\, these moments are career-defining opportunities. That’s why\, at Envestnet\, we’re focused on helping advisors leverage AI-powered wealthtech and strategic insights to anticipate what’s ahead\, simplify complexity\, and seize every opportunity – strategically\, operationally\, and competitively. Join us at Elevate to see how. \nMay 19-20 Phoenix\, AZ \nREGISTER NOW
URL:https://foundationsource.com/event/envestnet-elevate-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260526T080000
DTEND;TZID=America/New_York:20260527T170000
DTSTAMP:20260429T052641
CREATED:20260429T091052Z
LAST-MODIFIED:20260429T091052Z
UID:10000162-1779782400-1779901200@foundationsource.com
SUMMARY:Annual FPA NorCal Conference
DESCRIPTION:54th Annual FPA NorCal Conference – May 26 & 27\, 2026 at the Palace Hotel\, San Fransisco. Registration is now open. Last day to register: Friday\, May 8th. \nThe FPA NorCal Conference continues to be the premier destination for financial planners seeking to expand their knowledge\, elevate their expertise\, and grow their businesses. For over 50 years\, we have been committed to delivering cutting-edge education\, professional development\, and industry insights that help shape the future of financial planning. \nInspiring Excellence & Fostering Community\nJoin us in 2026 as we host thought leaders\, industry innovators\, and inspiring speakers who will offer valuable perspectives on the evolving financial landscape. From advanced financial strategies to breakthrough technologies\, we are dedicated to equipping you with the tools to succeed in today’s competitive environment. \nOur conference is renowned for providing exceptional leadership opportunities and fostering high-value networking experiences. We are driven by our mission to deliver excellence\, which has earned us a national reputation for offering high-quality\, impactful events that push the boundaries of the profession. \nREGISTER NOW
URL:https://foundationsource.com/event/annual-fpa-norcal-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260601T080000
DTEND;TZID=America/New_York:20260604T170000
DTSTAMP:20260429T052641
CREATED:20260429T091528Z
LAST-MODIFIED:20260429T091549Z
UID:10000163-1780300800-1780592400@foundationsource.com
SUMMARY:INSITE 2026
DESCRIPTION:INSITE 2026 brings together the industry’s boldest thinkers to discover insights and strategies that have a meaningful impact on your work and the client experience. Gain direct access to compelling insights and actionable takeaways from influential leaders and industry experts\, delivering strategic perspectives to help navigate complexity and drive performance. \nJune 1 – 4\, 2026 Gaylord Rockies\, Aurora\, Colorado \nREGISTER NOW
URL:https://foundationsource.com/event/insite-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T080000
DTEND;TZID=America/New_York:20260611T170000
DTSTAMP:20260429T052641
CREATED:20260429T091936Z
LAST-MODIFIED:20260429T091956Z
UID:10000164-1780992000-1781197200@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2026
DESCRIPTION:Where technology meets the future of advice \nWealthtech is the epicenter of wealth management innovation. A dynamic convergence of advisors\, wealth tech founders\, and enterprise leaders reimagining how advice is delivered and scaled. Explore breakthrough solutions\, actionable strategies\, and partnerships that will fuel your firm’s next stage of growth. \nJune 9 – 11\, 2026 – Boca Raton Resort\, Boca Raton\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260429T052641
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:20260429T052641
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:20260429T052641
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:20260429T052641
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:20260429T052641
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:20260914T080000
DTEND;TZID=America/New_York:20260917T170000
DTSTAMP:20260429T052641
CREATED:20260205T123542Z
LAST-MODIFIED:20260205T123542Z
UID:10000155-1789372800-1789664400@foundationsource.com
SUMMARY:Future Proof Festival 2026
DESCRIPTION:BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY \nJoin thousands of financial advisors\, wealth management executives\, LPs\, asset managers\, fintechs\, emerging startups\, and the media for a transformative four-day festival. \nSeptember 14-17\, 2026\nHuntington Beach\, CA \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-festival-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T130000
DTEND;TZID=America/New_York:20261013T140000
DTSTAMP:20260429T052641
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:20260429T052641
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:20260429T052641
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
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