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        Key Findings – 2025 Report on Private Philanthropy

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        Temple University Launches Custom Donor-Advised Fund Program in Partnership with Foundation Source and Charityvest

        Partnership provides Temple alumni and supporters with a flexible, modern way to give back
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12 events found.

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Today
  • October 2022

  • Wed 19
    October 19, 2022 @ 8:00 am - October 21, 2022 @ 5:00 pm EDT

    National Forum on Family Philanthropy

    City: San Francisco, CA Organization: NCFP

  • Tue 11
    October 11, 2022 @ 8:00 am - October 13, 2022 @ 5:00 pm EDT

    2022 Forbes / SHOOK Top Advisor Summit

    City: Las Vegas, NV Organization: Forbes / SHOOK

  • Mon 10
    October 10, 2022 @ 8:00 am - October 12, 2022 @ 5:00 pm EDT

    Exponent Philanthropy – 2022 Annual Conference

    City: Minneapolis, MN Organization: Exponent Philanthropy

  • Mon 3
    October 3, 2022 @ 8:00 am - 5:00 pm EDT

    FPA Philadelphia featuring Justin Murphy

    City: Philadelphia, PA Organization: FPA Philadelphia

  • Mon 3
    October 3, 2022 @ 8:00 am - 5:00 pm EDT

    East Bay Estate Planning Council featuring Jeff Haskell

    City: Oakland, CA Organization: East Bay Estate Planning Council

  • September 2022

  • Thu 29
    September 29, 2022

    Practical Considerations for Splitting a Private Foundation

    When a privatefoundation decides to split, how can their assets be divided fairly and practically? In this informative session hosted...

  • Wed 28
    September 28, 2022 @ 8:00 am - September 30, 2022 @ 5:00 pm EDT

    Barron’s 100 Summit

    City: Palm Beach, FL Organization: Barron's

  • Thu 22
    September 22, 2022 @ 8:00 am - 5:00 pm EDT

    Estate & Business Planning Council of Hartford featuring Jessica Donahue

    City: Hartford, CT Organization: Estate & Business Planning Council of Hartford

  • Tue 20
    September 20, 2022 @ 8:00 am - 5:00 pm EDT

    Philadelphia EPC featuring Jeff Haskell

    City: Philadelphia, PA Organization: Philadelphia EPC

  • Tue 20
    September 20, 2022 @ 8:00 am - 5:00 pm EDT

    Philadelphia EPC

    City: Philadelphia, PA Organization: Philadelphia EPC

  • July 2022

  • Thu 21
    July 21, 2022 - July 22, 2022

    Estate and Trust Planning Conference

    City: Universal City, CA Organization: CalCPA

  • Wed 20
    July 20, 2022

    Family Philanthropy: How It Can Thrive Thru the Generations

    Leaving a legacy and engaging with family are consistently cited as some of the top reasons philanthropists choose to establish...

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    Connecticut 55 Walls Drive
    Suite 302
    Fairfield, CT 06824
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    Cambridge, MA 02138

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    • TECHNOLOGY
      • icon-foundation-platformFoundation PlatformIndustry-leading software for managing all foundation activities
      • DAF PlatformWhite-labeled donor-advised fund programs for wealth managers and nonprofits
      • DAF OSConfigurable philanthropic fund administration for DAF sponsoring organizations
      • Enterprise ConsoleUnified administration, reporting and SSO for financial institutions
    • PROFESSIONAL SERVICES
      • Private FoundationsA full suite of foundation creation and management services
      • Endowment Sub-AccountingEfficient, accurate, multilevel sub-accounting for nonprofits
      • Donor-Advised FundsModern, scalable DAF solutions for every donor and community
      • Planned GivingSolutions for gift administration, compliance, consulting and marketing
      • Philanthropic AdvisoryIn-house team of specialists with deep domain and regulatory experience
      • Website ServicesCost-effective, customized websites created by philanthropic experts
      • Fiscal SponsorshipPre-approved grant program for fundraising and grantmaking
    • BY ROLE
      • DonorsModern tools for impactful giving
      • NonprofitsSpecialized expertise for large legacy gifts
      • Financial InstitutionsEnterprise-grade charitable giving solutions
      • PartnershipsLong-term, strategic philanthropic support
    • ADVISORS
      • Wealth Advisors
      • Attorneys
      • Accountants
      • Family Offices
    • ABOUT US
      • Company25 years of creating a better world through philanthropy
      • TeamMeet our senior executives and thought leaders
      • NewsroomThe latest media coverage and announcements
      • CareersJoin our mission-driven team
    • RESOURCES
      • Resource HubExplore a vault of philanthropic best practices, research and trends
      • BlogGet new insights on giving for donors and advisors
      • EventsJoin us at webinars, live events and industry conferences
      • KitsTake a deep-dive with our curated, thematic resources
      • Client StoriesDiscover the stories of our clients who make an impact
      • PodcastsListen to conversations with industry and sector leaders
      • GrantSafe®Check the tax-exempt status of a charity before you give
    • CONTACT