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X-WR-CALDESC:Events for Foundation Source
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T080000
DTEND;TZID=America/New_York:20260520T170000
DTSTAMP:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260809T080000
DTEND;TZID=America/New_York:20260812T170000
DTSTAMP:20260429T074717
CREATED:20260429T092726Z
LAST-MODIFIED:20260429T092745Z
UID:10000165-1786262400-1786554000@foundationsource.com
SUMMARY:LPL Financial’s Focus 2026
DESCRIPTION:LPL Financial’s Focus 2026 conference is scheduled for August 9–12\, 2026\, in San Diego\, CA. As LPL’s flagship annual event\, it brings together advisors and industry leaders to discuss financial service trends\, practice management\, and networking. The event typically focuses on technology updates\, growth strategies\, and economic outlooks.  \nREGISTER NOW
URL:https://foundationsource.com/event/lpl-financials-focus-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260811T130000
DTEND;TZID=America/New_York:20260811T140000
DTSTAMP:20260429T074717
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:20260429T074717
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:20260429T074717
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:20260917T080000
DTEND;TZID=America/New_York:20260917T170000
DTSTAMP:20260429T074717
CREATED:20260429T093046Z
LAST-MODIFIED:20260429T093046Z
UID:10000166-1789632000-1789664400@foundationsource.com
SUMMARY:Northern Ohio Charitable Gift Planners - Planned Giving Day
DESCRIPTION:Join NOCGP for a dynamic day focused on what’s next in charitable giving. Together\, will explore how the philanthropic landscape is evolving and what it means for organizations and donors. Our time together will highlight emerging donor trends\, innovative giving techniques\, and the growing role of AI and technology in deepening donor engagement. Connect with peers across disciplines\, gain practical\, real‑world insights\, and leave inspired to shape the future of philanthropy. \nMarriott Cleveland East\n26300 Harvard Rd\, Warrensville Heights\, OH 44122 \nREGISTER NOW
URL:https://foundationsource.com/event/northern-ohio-charitable-gift-planners-planned-giving-day/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260923T080000
DTEND;TZID=America/New_York:20260925T170000
DTSTAMP:20260429T074717
CREATED:20260429T093431Z
LAST-MODIFIED:20260429T093431Z
UID:10000167-1790150400-1790355600@foundationsource.com
SUMMARY:DAF Giving Summit
DESCRIPTION:The DAF Giving Summit convenes leaders across philanthropy\, wealth management\, and the nonprofit sector for three days of ideas\, connection\, and collaboration. The DAF Giving Summit is the premier gathering for the donor-advised fund ecosystem. It brings together leaders from across philanthropy to explore what is next and how to get there together. \nRegistration now open – September 23-25\, 2026 – Austin\, TX | Fairmont Austin \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261012T080000
DTEND;TZID=America/New_York:20261014T170000
DTSTAMP:20260429T074717
CREATED:20260429T093806Z
LAST-MODIFIED:20260429T093842Z
UID:10000168-1791792000-1791997200@foundationsource.com
SUMMARY:OneAscent Empower Conference 2026
DESCRIPTION:The Empower Conference welcomes any advisor who desires to align their practice with faith and values. Empower offers tools\, strategies\, and community to help you grow with purpose. Hear from inspiring keynote speakers\, network with other faith-driven advisors\, and leave equipped to make a lasting impact. \nWho Should Attend? \n\nIndependent and wirehouse advisors seeking to integrate faith into their practice\nAdvisory teams exploring values-aligned solutions\nCurrent OneAscent advisors and partners looking to deepen connections\n\nOctober 12-14 | Nashville\, TN \nREGISTER NOW
URL:https://foundationsource.com/event/oneascent-empower-conference-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T080000
DTEND;TZID=America/New_York:20261016T170000
DTSTAMP:20260429T074717
CREATED:20260429T094203Z
LAST-MODIFIED:20260429T094203Z
UID:10000169-1791878400-1792170000@foundationsource.com
SUMMARY:2026 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:October 13-16\, 2026 – The Wynn\, Las Vegas\, NV \nOctober 13: For all Top Advisors: Roundtables & High-level idea sharing\, Pre-Party\nOctober 14: Sessions begin\, Best Idea Competition\, Gala Dinner\nOctober 15: Sessions\, Dine-Arounds with Partners\nOctober 16: Sessions conclude at 11am \nREGISTER NOW
URL:https://foundationsource.com/event/2026-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261013T130000
DTEND;TZID=America/New_York:20261013T140000
DTSTAMP:20260429T074717
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:20260429T074717
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:20261111T080000
DTEND;TZID=America/New_York:20261113T170000
DTSTAMP:20260429T074717
CREATED:20260429T094607Z
LAST-MODIFIED:20260429T094607Z
UID:10000170-1794384000-1794589200@foundationsource.com
SUMMARY:Exponent 2026 Annual Conference
DESCRIPTION:Join your peers in lean philanthropy for 3 days of knowledge sharing\, skill building\, and connections—in Portland\, Oregon! 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: \n\nCatalytic philanthropy\nEquity-centered practices\nThe fundamentals of foundation management that make work like this possible\n… and more!\n\nREGISTER NOW
URL:https://foundationsource.com/event/exponent-2026-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T130000
DTEND;TZID=America/New_York:20261208T140000
DTSTAMP:20260429T074717
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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