Foundation Source

Foundation Source's Offerings: Live Presentation - Mar 10, 2026
2026-03-10 13:00 - 14:00 (America/New_York)
Join Us For a Live Presentation of Foundation Source’s Offerings
Support for philanthropists and their professional teams

Technology
Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
Amplify impact
Address the capabilities, workflows and requirements of charitable vehicles
Improved experience, reduced risk and increased efficiency

Expertise
With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
65+ years of in-market experience
Support all stages of giving through private foundations, charitable trusts and donor-advised funds
Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration
We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
Outsourced, configurable charitable administration
We can handle all the administrative details, so funders can enjoy their philanthropy
Modern, frictionless experience

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Future Proof: Citywide 2026
2026-03-08 08:00 - 2026-03-11 17:00
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.
March 8-11, 2026
Miami Beach, FL
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Kingdom Advisors: Redeeming Money 2026
2026-02-11 08:00 - 2026-02-13 17:00
At Redeeming Money, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don’t miss this moment.
There’s a groundswell taking place in our industry. Over $22 trillion in U.S. Christian wealth is positioned for greater kingdom impact.
Leading firms are embracing faith-based planning and investing with unprecedented momentum.
Christian clients are searching for an advisor who doesn’t just help them reach goals, but also shares their values.
Advisors are ready for more than technical excellence – they want to live out their calling.
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RIA Technology & Practice Management Summit
2026-02-11 08:00 - 18:00
Join us as we build industry and community. Convene at One Liberty Plaza – 1 Liberty St, New York, NY 10006
The 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.
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Foundation Source's Offerings: Live Presentation - Feb 10, 2026
2026-02-10 13:00 - 14:00

Endowments & Foundations Roundtable West 2026
2026-02-02 08:00 - 2026-02-04 17:00
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.
This 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.
Audience 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.
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OneVoice 2026
2026-02-02 08:00 - 2026-02-04 17:00
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.
We’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.
As 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.

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Foundation Source's Offerings: Live Presentation - Jan 13, 2026
2026-01-13 13:00 - 14:00

Foundation Source's Offerings: Live Presentation - Dec 9, 2025
2025-12-09 13:00 - 14:00

From Passion to Practice: Evolving The Way You Give - Nov 18th 2025
2025-11-18 14:30 - 15:30
Tuesday, Nov 18th at 11:30 AM PT (2:30 PM EST)- Lunch Provided
Join us at 1 Hotel San Francisco 8 Mission Street
San Francisco, CA 94105
From 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.
Space is Limited!
We expect spots to fill up fast—don’t miss this rare opportunity!
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Foundation Source's Offerings: Live Presentation - Nov 11, 2025
2025-11-11 13:00 - 14:00

2025 Annual Conference
2025-11-11 08:00 - 2025-11-13 17:00
Hilton Columbus Downtown / Columbus, OH
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.
At the conference, you’ll find sessions that share the how-tos of:

Catalytic philanthropy
Equity-centered practices
The fundamentals of foundation management that make work like this possible
… and more!

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Building a Philanthropic Legacy with a Family Foundation - Nov 5th 2025
2025-11-05 13:00 - 14:00
Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist build a legacy that lasts through generations? Hear the perspectives of two seasoned philanthropic experts as they discuss the legal considerations and strategic approaches that family foundation leaders consider in building their philanthropic legacy. The conversation will include stories that inspire foundation leaders to reflect on their values, define their philanthropic goals and engage their families, to construct a roadmap for future generations to continue the course.
The discussion will:

Explore successful approaches in planning for institutional perpetuity
Introduce various strategies for cohesive engagement among future generations
Build a giving program that withstands changing community needs and priorities over time
Review the structural components necessary in preparing future leadership
Consider using a range of tools to communicate philanthropic history, values and vision

Presented By:

Jeannea Varrichio
National Director of Legal Services
Foundation Source
Jeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including, grants to individuals, program-related investing, international grant-making, scholarship and award programs, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing, excess business holding, jeopardizing investment, and taxable expenditure rules.
Jeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from the State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University, where she was an editor for The Hofstra Labor and Employment Law Journal.
Robyn Hullihan
Senior Philanthropic Director
Foundation Source
Robyn Hullihan is a Philanthropic Director at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. An expert in the field of philanthropy and private foundations, she works with clients in the Northeast and Central Regions.
With 30 years of experience in the charitable giving sector, Robyn helps clients accomplish their philanthropic goals through a variety of methods, including research, strategic planning, grantmaking and evaluations, governance, and family engagement.
Prior to joining Foundation Source, Robyn spent 12 years running her own philanthropic consultancy, providing strategic planning, communications, and leadership to foundations and high-net-worth individuals in the areas of governance, administration, program research and development, and organizational and project analysis.
Previously, she was the executive director of the Joyce and Irving Goldman Family Foundation in New York City, served as associate director of The Tow Foundation in Stamford, CT, and was a program officer at The William Randolph Hearst Foundations.
She serves on the board of directors for the Trust for Trauma Journalism and Nordoff-Robbins Music Therapy Foundation, among others. Robyn earned a degree in international relations and music from Mount Holyoke College; a post-graduate diploma from London University, London School of Economics and Political Science; and an M.B.A. in Management/International Business from New York University, Leonard N. Stern School of Business.

Beacon, The Roundtable
2025-11-05 08:00 - 2025-11-07 17:00
Roundtable Name:
The Roundtable
Location and Hotel:
Sonoma, CA
Date:
November 05 – 07 2025
Ideal Wealth Firm Attendees:
C-Suite Leaders
Description:
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms
Partner Focus:
Breadth of Service, Technology and Product Offerings
Format:
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.

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5 Things You Need to Know About Charitable Planning Before The End of The Year
2025-11-04 13:00 - 14:00
From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors.
This webinar will focus on “mini segments” that focus on 5 different topics:

Granting to for-profit organizations
Real estate
Corporate foundations
Regulatory update on OBBB
Reminder: that if clients have income that needs to be offset this year, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

2025 MMI Annual Conference
2025-10-15 08:00 - 2025-10-17 17:00
Washington, DC | Hyatt Regency Washington on Capitol Hill
Overview
Conference Co-Chairs:
Kara Grehan, Head of Strategic Accounts and Client Engagement, BNY Investments
John McDonough, Head, Wealth Management Intermediaries, Invesco
Sponsor & Exhibitor Opportunities
The 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.
For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646.868.8518

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Foundation Source's Offerings: Live Presentation - Oct 14, 2025
2025-10-14 13:00 - 14:00

2025 Forbes | SHOOK Top Advisor Summit
2025-10-14 08:00 - 2025-10-17 17:00
The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV
October 14: Pre-Party
October 15, 1pm: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am
Past Sample Sessions:

CE Credits Available
“The Group of 8” R.J. Shook
Building the Team of the Future
Market Outlook: Investing with Caution and Courage
Team Structures and Compensation
SHOOK Ones – Best Ideas from America’s Top Advisors
Investing Ideas from Industry Experts
The Future of Our Practices
Opportunities in Alternative Markets

and much more…

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DAF Day 2025: Unlock the Power of DAF Fundraising
2025-10-09 13:00 - 14:00
Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser, you can’t afford to overlook this powerful tool.
Celebrate DAF Day this October 9th by joining us for our FREE webinar hosted by Foundation Source.
Gary Pforzheimer, President of Planned Giving will be co-presenting with Stephen Kump, President of Donor Advised Funds at Foundation Source, and Mitch Stein, Head of Strategy at Chariot, a financial technology company focused on DAF payments and donor-advised fund innovation, and incidentally, one of the founders of DAF Day.
Key topics we’ll cover in this webinar include:

Understanding the DAF landscape: Current trends, emerging opportunities, and what motivates today’s DAF donors
Building effective DAF fundraising strategies for nonprofits: Best practices for cultivation, stewardship, and conversion
Leveraging technology and modern solutions: How to enhance your donor’s experience and even launch your own DAF program through the Foundation Source turnkey, white labeled DAF solution
Planned giving integration: Connecting DAFs with comprehensive philanthropic planning for maximum impact

The Philanthropy Advantage - 7 Ways Charitable Planning Can Elevate Your Practice
2025-09-25 13:00 - 14:00
Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a meaningful part of financial planning and a vital dimension of wealth transfer and legacy building. Join our experts who will share seven key ways philanthropy services can elevate your advisory practice.
Key takeaways from this discussion include:

What happens when advisors fail to address their clients’ charitable planning needs
The latest research on what affluent clients are expecting from their advisors
The advisor advantage and the opportunity to deepen relationships and build trust
Why philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts
And more!

The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. It has also been approved for 1 CFP CE credit.

Jessica Donahue
Senior Managing Director
Foundation Source
Jessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers, family offices, accounting professionals, attorneys and tax advisors that support them. Prior to this role, she was responsible for the company’s institutional sales initiatives, strategic alliances and business development.
Before joining Foundation Source, Jessica was a financial advisor with Wells Fargo Advisors in Westport, CT. Earlier in her career, she was a Director at Barclays Bank in its investment banking group in New York City.
Jessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.

Justin Murphy, Esq.
Senior Managing Director
Foundation Source
Justin Murphy serves as Senior Managing Director, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development.
Before joining Foundation Source, Justin was a consultant with LexisNexis, a global provider of workflow solutions for the professional services sector, partnering with AmLaw 200 firms and corporate clients. Prior to that, Justin was a consultant with Thomson Reuters West, an international publisher of industry intelligence for businesses and professionals.
Justin also practiced as an attorney in the state of Pennsylvania at the Harrisburg, PA firm Marshall Dennehey; the Philadelphia, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania.
Justin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law, and a Bachelor of Arts from West Virginia University.

Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles
2025-09-18 13:00 - 14:00
Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle, such as a private foundation, donor-advised fund (DAF), or fiscal sponsors. But how can today’s donors and nonprofit organizations ensure their charitable planning is tax-efficient? Join our legal experts who will share some options for stretching charitable dollars.
Key topics we’ll cover in this discussion include:

What are the tax benefits of charitable vehicles?
Grants to individuals
International grantmaking
Donating as an individual versus donating through a charitable giving vehicle
Expenses: being able to run your own charitable programs, cover travel expenses, and more.

Speakers include:
Jeffrey Haskell
Chief Legal Officer
Foundation Source Jeffrey D. Haskell, J.D., L.L.M. is a leading expert in the areas of private foundation law, compliance and taxation. He is chief legal officer for Foundation Source, the nation’s largest provider of management solutions for private foundations. Mr. Haskell has worked with Foundation Source since its inception in 2001. He leads a team of attorneys and accountants who provide legal and tax support to the firm’s foundation clients and their closest advisors. Such support includes tax reporting services as well as guidance on philanthropic issues including program- and mission-related investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects and return preparation. His team also advises on compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules. Jennifer Bruckman-Gorak
Deputy Legal Officer
Foundation Source Jennifer Bruckman-Gorak provides compliance guidance to clients regarding their grantmaking, programmatic, and investment activities. She also provides guidance to the company’s team of attorneys, accountants, and support professionals in their provision of compliance and tax reporting services to clients. Over the years, she has enjoyed training and mentoring the company’s junior attorneys and other members of the legal team.

DAF Giving Summit 2025
2025-09-17 08:00 - 2025-09-19 17:00
Inspired by impact: DAF Giving Summit
Ignite your passion for philanthropy, expand your network, and shape the future of giving at the DAF Giving Summit, September 17-19, 2025, in Washington DC.

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Foundation Source's Offerings: Live Presentation - Sep 9, 2025
2025-09-09 13:00 - 14:00

Future Proof Festival
2025-09-07 08:00 - 2025-09-10 17:00
BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
Breakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the wealth management industry’s largest ever meetings program.

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Foundation Source's Offerings: Live Presentation - Aug 12, 2025
2025-08-12 13:00 - 14:00

Family Office & Private Wealth Management Forum 2025
2025-07-21 08:00 - 2025-07-23 17:00
Newport Harbor Island Resort (formerly Gurney’s Newport), Newport, RI
As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, where you’ll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July– the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

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Foundation Source's Offerings: Live Presentation - Jul 8, 2025
2025-07-08 13:00 - 14:00

Ask Us Anything: Navigating a Rapidly Changing Landscape
2025-06-13 13:00 - 14:00
From executive orders to new requirements for federal funding, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry of proposed legislation and what can philanthropists and their professional advisors do to navigate pending changes? Our legal experts have stayed close to the action and are ready to answer your questions. Simply fill out the form and select the topic(s) you want them to cover and register for our upcoming session to gain real-time insights and sector-specific guidance. They’ll provide clarity on a variety of topics that have the potential to impact private foundations and nonprofits.

Foundation Source's Offerings: Live Presentation - Jun 10, 2025
2025-06-10 13:00 - 14:00

Wealth Management EDGE - WealthStack 2025
2025-06-10 08:00 - 2025-06-12 17:00
The Boca Raton Resort
Boca Raton, FL
Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement, next-gen digital experiences, and the future of integrated tech stacks. Gain the tools, strategies, and connections essential for driving productivity and profitability.

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