Name: Building a Philanthropic Legacy with a Family Foundation – Nov 5th 2025
Start: 2025-11-05T13:00:00-05:00
End: 2025-11-05T14:00:00-05:00

November 2025
November 5 @ 1:00 pm - 2:00 pm EST

Building a Philanthropic Legacy with a Family Foundation – Nov 5th 2025

Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist...
November 5 @ 8:00 am - November 7 @ 5:00 pm EST

Beacon, The Roundtable

Roundtable Name: The Roundtable Location and Hotel: Sonoma, CA Date: November 05 - 07 2025 Ideal Wealth Firm Attendees: C-Suite...
November 4 @ 1:00 pm - 2:00 pm EST

5 Things You Need to Know About Charitable Planning Before The End of The Year

From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is...
October 2025
October 15 @ 8:00 am - October 17 @ 5:00 pm EDT

2025 MMI Annual Conference

Washington, DC | Hyatt Regency Washington on Capitol Hill Overview Conference Co-Chairs: Kara Grehan, Head of Strategic Accounts and Client Engagement,...
October 14 @ 1:00 pm - 2:00 pm EDT

Foundation Source’s Offerings: Live Presentation – Oct 14, 2025

Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
October 14 @ 8:00 am - October 17 @ 5:00 pm EDT

2025 Forbes | SHOOK Top Advisor Summit

The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV October 14: Pre-Party October 15, 1pm: Opening...
October 9 @ 1:00 pm - 2:00 pm EDT

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...
September 2025
September 25 @ 1:00 pm - 2:00 pm EDT

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...
September 18 @ 1:00 pm - 2:00 pm EDT

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...
September 17 @ 8:00 am - September 19 @ 5:00 pm EDT

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...
September 9 @ 1:00 pm - 2:00 pm EDT

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...
September 7 @ 8:00 am - September 10 @ 5:00 pm EDT

Future Proof Festival

BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups,...