Foundation Source

Barron's 100 Summit
2022-09-28 08:00 - 2022-09-30 17:00 (America/New_York)
City: Palm Beach, FL
Organization: Barron’s

Estate & Business Planning Council of Hartford featuring Jessica Donahue
2022-09-22 08:00 - 17:00
City: Hartford, CT
Organization: Estate & Business Planning Council of Hartford

Philadelphia EPC featuring Jeff Haskell
2022-09-20 08:00 - 17:00
City: Philadelphia, PA
Organization: Philadelphia EPC

Philadelphia EPC
2022-09-20 08:00 - 17:00

Estate and Trust Planning Conference
2022-07-21 - 2022-07-22
City: Universal City, CA
Organization: CalCPA

Family Philanthropy: How It Can Thrive Thru the Generations
2022-07-20
Leaving a legacy and engaging with family are consistently cited as some of the top reasons philanthropists choose to establish a private foundation. So how are today’s families passing the philanthropic torch from one generation to the next? Pull up a chair and join our virtual roundtable as we hear from two of our clients, each representing a distinct generational point of view, and two subject matter experts on what it takes to create a successful multigenerational family foundation, including:

How a president and founder encouraged engagement from younger family members
How a member of the rising generation got started in family philanthropy
How a third generation is taking the helm
Best practices and insights on next-generation engagement

Ethics and Charitable Giving - Trust & Estates Webinar
2022-07-18
The panelists will discuss the ethical and substantive rules regarding charitable giving. All the professions are involved: attorneys, CPAs, trust officers, appraisers, planned giving officers, physicians—and even notaries. Knowing the rules governing the other professions can be as important as the rules applicable to yours. Simply put, not knowing your stuff is unethical for most professions. Failure to follow the ethical rules can be subject to malpractice actions, huge monetary and other sanctions by the IRS.

Best Practices & Innovations for Strategic Giving in Times of Crisis
2022-05-24
From the current humanitarian crisis in Ukraine to weather-related events such as storms and wildfires, disaster emergencies can strike without much warning and leave in their wake suffering that takes a lasting toll on communities. Philanthropists are in a unique position to help, but with each crisis comes its own set of complexities that can make it challenging to provide the right kind of support at the right time. Join our subject matter experts for an enlightening roundtable discussion that will cover:

Best practices and innovations in disaster recovery and emergency response that are leading to better outcomes
What makes humanitarian crises different from other disaster emergencies
How needs and resilience have changed due to current challenges and dynamics
What funders should be thinking about now
Advice and guidance on how funders can respond quickly and creatively in times of great need

Zack Rosenburg
Co-Founder & CEO at SBP
William McNulty
Head of Mission at Operation White Stork
Jeffrey D. Haskell
Chief Legal Officer at Foundation Source
Gillian Howell
Head of Client Advisory Solutions at Foundation Source

Strategic Synergy: Alternative Investments & Private Foundations
2022-04-19
In the ongoing search for outsize returns and downside protection, interest in alternative investments is continuing to grow. Non-traditional assets can play a key role in funding a long-term philanthropic mission when used through private foundations, as they have the flexibility to accept a wide range of asset types including private equity, hedge funds, public partnerships, cryptocurrency, digital assets and real assets. This means that donors don’t have to compromise on their investment strategy, as long as they’re not placing the charitable assets at undue risk. And because foundations are designed to exist in perpetuity, they can take advantage of illiquid and other investments with longer time horizons. But unique assets can come with unique challenges. Join this session to hear our panel of experts discuss the investment, legal and tax considerations of strategically incorporating alternative investments into a foundation’s portfolio.

Ben Durrant
Chief Investment Officer and Co-Founder
Provenio Capital
Jeannea Varrichio
Legal Services Director
Foundation Source
Josh Stamer
Senior Managing Director
Foundation Source

Philanthropy Refresh Webinar - Private Foundations
2022-01-26
Taking Inventory in a Changing Environment
As you plan your goals for the New Year, it’s an ideal time to take stock of your giving. Join our Philanthropy Refresh webinar to learn from two seasoned philanthropic advisors as they discuss how shifting priorities in the philanthropic landscape call for a refreshed approach to your charitable activities. In this session, you’ll also learn the key factors to consider on your inventory checklist including program focus, grantmaking structure, impact evaluation, communications and employee engagement.

Elizabeth Wong
National Director of Philanthropic Advisory Services
Robyn Hullihan
Senior Philanthropic Director
