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CREATED:20250218T225044Z
LAST-MODIFIED:20250218T225044Z
UID:10000111-1762866000-1762869600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Nov 11\, 2025
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-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251118T143000
DTEND;TZID=America/New_York:20251118T153000
DTSTAMP:20260429T104004
CREATED:20251015T190545Z
LAST-MODIFIED:20251017T215001Z
UID:10000137-1763476200-1763479800@foundationsource.com
SUMMARY:From Passion to Practice: Evolving The Way You Give - Nov 18th 2025
DESCRIPTION:Tuesday\, Nov 18th at 11:30 AM PT (2:30 PM EST)- Lunch Provided \nJoin us at 1 Hotel San Francisco 8 Mission Street\nSan Francisco\, CA 94105 \nFrom Passion to Practice is an exclusive live event focused on driving future impact. The nonprofit sector is facing enormous uncertainty and every dollar counts\, so we’re asking an author\, an entrepreneur and a foundation leader to share the insights\, experiments and best practices that can help accelerate results in your community. Join your philanthropic peers to learn what new and proven options are available this giving season and how to level-up your grant making practices in 2026. \nSpace is Limited!\nWe expect spots to fill up fast—don’t miss this rare opportunity! \nREGISTER NOW
URL:https://foundationsource.com/event/from-passion-to-practice-evolving-the-way-you-give-nov-18th-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T130000
DTEND;TZID=America/New_York:20251209T140000
DTSTAMP:20260429T104004
CREATED:20250218T225220Z
LAST-MODIFIED:20250218T225220Z
UID:10000112-1765285200-1765288800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Dec 9\, 2025
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-9-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260113T130000
DTEND;TZID=America/New_York:20260113T140000
DTSTAMP:20260429T104004
CREATED:20260127T064658Z
LAST-MODIFIED:20260127T064658Z
UID:10000138-1768309200-1768312800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 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-jan-13-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260202T080000
DTEND;TZID=America/New_York:20260204T170000
DTSTAMP:20260429T104004
CREATED:20260205T121730Z
LAST-MODIFIED:20260205T122043Z
UID:10000150-1770019200-1770224400@foundationsource.com
SUMMARY:OneVoice 2026
DESCRIPTION:The future is taking shape today. Stay ahead at OneVoice 2026\, the annual in-person gathering for independent financial services firm executives\, and gain the insights you need to lead through change with confidence. Explore ways to find clarity in chaos\, and engage in thought-provoking discussions of the critical issues shaping our profession right now. \nWe’ll seek understanding of the forces at work in technology\, regulation and growth and the strategies that can turn them to your firm’s advantage. \nAs always\, OneVoice is where our industry connects on the threshold of a new year\, ready to share experience\, celebrate successes and build the relationships that sustain us. \n \nREGISTER NOW
URL:https://foundationsource.com/event/onevoice-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260202T080000
DTEND;TZID=America/New_York:20260204T170000
DTSTAMP:20260429T104004
CREATED:20260205T122011Z
LAST-MODIFIED:20260205T122011Z
UID:10000151-1770019200-1770224400@foundationsource.com
SUMMARY:Endowments & Foundations Roundtable West 2026
DESCRIPTION:Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments\, foundations\, and healthcare systems\, the West Roundtable provides exceptional connectivity and exchange opportunities for this community. \nThis Roundtable offers unique learning and networking experiences\, drawing on a rich diversity of thought leadership from the CIOs of leading endowments\, foundations\, and healthcare systems\, facilitating an unrivaled change of ideas\, opportunities\, and industry best practices. \nAudience demographics: 175+ asset allocators composed of chief investment officers and investment directors from endowments\, foundations\, and healthcare institutions nationally. 100+ senior executives from private equity\, hedge funds\, and traditional asset management firms. \nREGISTER NOW
URL:https://foundationsource.com/event/endowments-foundations-roundtable-west-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T130000
DTEND;TZID=America/New_York:20260210T140000
DTSTAMP:20260429T104004
CREATED:20260127T065031Z
LAST-MODIFIED:20260127T065031Z
UID:10000139-1770728400-1770732000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 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-feb-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260211T180000
DTSTAMP:20260429T104004
CREATED:20260205T122554Z
LAST-MODIFIED:20260205T122658Z
UID:10000153-1770796800-1770832800@foundationsource.com
SUMMARY:RIA Technology & Practice Management Summit
DESCRIPTION:Join us as we build industry and community. Convene at One Liberty Plaza – 1 Liberty St\, New York\, NY 10006 \nThe inaugural RIA Technology & Practice Management Summit is a one-day gathering of 100+ senior executives from leading independent registered investment advisory firms\, each with a minimum of $100 million in AUM. This event brings together top decision-makers from across the country to explore innovative strategies in practice management\, technology adoption\, and operational efficiency. Attendees will engage in insightful panel discussions\, dynamic presentations\, interactive Q&A sessions\, and enjoy over four hours of high-value networking with peers and industry experts. \nREGISTER NOW
URL:https://foundationsource.com/event/ria-technology-practice-management-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260211T080000
DTEND;TZID=America/New_York:20260213T170000
DTSTAMP:20260429T104004
CREATED:20260205T122359Z
LAST-MODIFIED:20260205T122359Z
UID:10000152-1770796800-1771002000@foundationsource.com
SUMMARY:Kingdom Advisors: Redeeming Money 2026
DESCRIPTION:At Redeeming Money\, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don’t miss this moment. \nThere’s a groundswell taking place in our industry. Over $22 trillion in U.S. Christian wealth is positioned for greater kingdom impact. \nLeading firms are embracing faith-based planning and investing with unprecedented momentum. \nChristian clients are searching for an advisor who doesn’t just help them reach goals\, but also shares their values. \nAdvisors are ready for more than technical excellence – they want to live out their calling. \nREGISTER NOW
URL:https://foundationsource.com/event/kingdom-advisors-redeeming-money-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260308T080000
DTEND;TZID=America/New_York:20260311T170000
DTSTAMP:20260429T104004
CREATED:20260205T123018Z
LAST-MODIFIED:20260205T123018Z
UID:10000154-1772956800-1773248400@foundationsource.com
SUMMARY:Future Proof: Citywide 2026
DESCRIPTION:Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors\, advisors\, financial professionals\, and firms who treat AI as the new operating model for strategy\, investing\, and operations. \nMarch 8-11\, 2026\nMiami Beach\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-citywide-2026/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260310T130000
DTEND;TZID=America/New_York:20260310T140000
DTSTAMP:20260429T104004
CREATED:20260127T065211Z
LAST-MODIFIED:20260127T065211Z
UID:10000140-1773147600-1773151200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 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-mar-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260318T130000
DTEND;TZID=America/New_York:20260318T140000
DTSTAMP:20260429T104004
CREATED:20260226T050822Z
LAST-MODIFIED:20260323T090506Z
UID:10000156-1773838800-1773842400@foundationsource.com
SUMMARY:Ask The Experts: Retaining NextGen Clients with Philanthropy
DESCRIPTION:Gillian Howell will be joined by BNY Wealth Strategist Boryana Zamanoff to share how and why philanthropy is one of the smartest\, simplest ways advisors can enhance their relationships with these younger cohorts and retain them as clients. \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=-eVqgUCYLFA” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-retaining-nextgen-clients-with-philanthropy/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260331T130000
DTEND;TZID=America/New_York:20260331T140000
DTSTAMP:20260429T104004
CREATED:20260226T051242Z
LAST-MODIFIED:20260407T122927Z
UID:10000157-1774962000-1774965600@foundationsource.com
SUMMARY:Charitable Giving Tax Benefits 101: Fast Facts
DESCRIPTION:Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning\, highlight common considerations\, and share practical strategies for maximizing the impact of charitable dollars through tax-efficient planning. \n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=Au-HvNGCYV0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/charitable-giving-tax-benefits-101-fast-facts/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260414T130000
DTEND;TZID=America/New_York:20260414T140000
DTSTAMP:20260429T104004
CREATED:20260127T065335Z
LAST-MODIFIED:20260127T065335Z
UID:10000141-1776171600-1776175200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 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-apr-14-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260420T080000
DTEND;TZID=America/New_York:20260422T170000
DTSTAMP:20260429T104004
CREATED:20260429T084928Z
LAST-MODIFIED:20260429T084928Z
UID:10000158-1776672000-1776877200@foundationsource.com
SUMMARY:Barron's Advisor Teams Summit
DESCRIPTION:Being a leading advisor and being an advisor leading a team are two distinct challenges\, but they are becoming increasingly interdependent. While Barron’s Advisor celebrates the accomplishments of advisors\, their success is often the by-product of excellent teams\, who recognize that every role contributes to the aggregate success of the team and the firm. This is the reasoning behind the Barron’s Advisor Teams Summit—to give advisors and their teams the tools to raise the bar for service and improve client outcomes. \nThis event is by invitation only ​and brings together elite-tier advisory teams for three days of rich content\, designed to address the complexities of interpersonal dynamics\, provide insights on financial management and share innovations in wealth management. \nREGISTER NOW
URL:https://foundationsource.com/event/barrons-advisor-teams-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260505T130000
DTEND;TZID=America/New_York:20260505T140000
DTSTAMP:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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:20260429T104004
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
END:VCALENDAR