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BEGIN:VEVENT
DTSTART;VALUE=DATE:20231002
DTEND;VALUE=DATE:20231006
DTSTAMP:20260406T094552
CREATED:20230919T183149Z
LAST-MODIFIED:20230919T183325Z
UID:10000044-1696204800-1696550399@foundationsource.com
SUMMARY:2023 Forbes/SHOOK Top Advisor Summit
DESCRIPTION:Encore at Wynn\, Las Vegas\n3131 Las Vegas Blvd.\, Las Vegas\, NV \nOct. 2: Pre-Party\nOct. 3: Pre-Conference Sessions\, Best Idea Competition\, Dinner Gala\nOct. 4: Sessions\, Dine-Arounds with Partners\nOct. 5: Sessions Conclude at 11am \nTHE ONLY INDUSTRY EVENT THAT HAS SOLD OUT EVERY YEAR \nREGISTER NOW
URL:https://foundationsource.com/event/2023-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T094500
DTEND;TZID=America/New_York:20231004T230000
DTSTAMP:20260406T094552
CREATED:20231004T043442Z
LAST-MODIFIED:20231004T043452Z
UID:10000055-1696412700-1696460400@foundationsource.com
SUMMARY:Donor-advised funds’ expanding impact: Private foundation rollovers
DESCRIPTION:DAFs continue to play a critical role in driving the dedication of private wealth resources to charitable organizations and are being put to active use in fueling the budget of a growing number of charities. With the rising awareness of the benefits DAFs offer\, a new constituency has emerged – private foundations that seek to roll over to a DAF structure and shutter their foundation. Join our panelists as they speak to this growing trend with a special focus on the gaps preventing the DAF industry from offering a best-in-class service model to private foundation conversions today. \nLed by:\nSunil Garga\nAdvisory Board Member\nFoundation Source \nDonald J. Greene\nManaging Director\nBank of America Charitable Gift Fund \nSee DAF Giving Summit Agenda Here
URL:https://foundationsource.com/event/donor-advised-funds-expanding-impact-private-foundation-rollovers/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231017T080000
DTEND;TZID=America/New_York:20231019T170000
DTSTAMP:20260406T094552
CREATED:20230919T185346Z
LAST-MODIFIED:20230919T185346Z
UID:10000046-1697529600-1697734800@foundationsource.com
SUMMARY:Exponent Philanthropy - 2023 Annual Conference
DESCRIPTION:Join your peers in lean philanthropy for 3 days of knowledge sharing\, skill building\, and connections—in Baltimore October 17-19! \nThis 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. \nAt the conference\, you’ll find sessions that share the how-tos of catalytic and equity-centered practices as well as the fundamentals of foundation management that make work like this possible! \nREGISTER NOW
URL:https://foundationsource.com/event/exponent-philanthropy-2023-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231017T130000
DTEND;TZID=America/New_York:20231017T140000
DTSTAMP:20260406T094552
CREATED:20231002T061122Z
LAST-MODIFIED:20231020T083340Z
UID:10000054-1697547600-1697551200@foundationsource.com
SUMMARY:Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
DESCRIPTION:One of the many benefits of having a private foundation is that it lives in perpetuity\, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation\, foundations can be an “estate plan in action\,” helping provide a mechanism for families to cement their goals\, collaborate to effect change and strengthen their legacy. Join one of the leading experts on private foundations to: \n\nTake a deep dive into the pivotal stages of a private foundation’s lifecycle\nUnderstand the key legal and operational considerations when starting\, and operating a private foundation\nGet insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nJeffrey D. Haskell\nChief Legal Officer\nFoundation Source \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \n  \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=q4IkC_Q3db4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/pivotal-philanthropic-stages-a-look-at-the-lifecycle-of-a-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231017T170000
DTEND;TZID=America/Chicago:20231020T080000
DTSTAMP:20260406T094552
CREATED:20230919T184529Z
LAST-MODIFIED:20230919T184900Z
UID:10000045-1697562000-1697788800@foundationsource.com
SUMMARY:Philanthropy Southwest - 75th Annual Conference
DESCRIPTION:WHEN:\nTuesday\, October 17\, 2023 – 5:00pm to Friday\, October 20\, 2023 – 8:00am CDT \nWHERE:\nHyatt Lost Pines Resort\n575 Hyatt Lost Pines Road\, Lost Pines\, Texas\, United States\, 78612 \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southwest-75th-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T130000
DTEND;TZID=America/New_York:20231018T140000
DTSTAMP:20260406T094552
CREATED:20230927T174323Z
LAST-MODIFIED:20231020T094624Z
UID:10000051-1697634000-1697637600@foundationsource.com
SUMMARY:Foundation Source Demo - Oct 18\, 2023
DESCRIPTION:Join Us for a Live Demo of the Foundation Source platform! \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \n \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=BmnZCqLWPOY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/foundation-source-demo-oct-18-2023/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T080000
DTEND;TZID=America/New_York:20231026T170000
DTSTAMP:20260406T094552
CREATED:20230919T185848Z
LAST-MODIFIED:20230919T191110Z
UID:10000047-1698134400-1698339600@foundationsource.com
SUMMARY:Schwab Impact 2023
DESCRIPTION:Strength in numbers. \nWe couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful in-person get-together last year\, we’re excited to pick up right where we left off\, this time in Philly. And with our TDA colleagues now fully integrated into the Schwab family\, there will be even more than ever to celebrate\, learn about\, and experience. Don’t miss the industry’s flagship event—register for IMPACT today! \nREGISTER NOW
URL:https://foundationsource.com/event/schwab-impact-2023/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T140000
DTEND;TZID=America/New_York:20231024T150000
DTSTAMP:20260406T094552
CREATED:20230918T194421Z
LAST-MODIFIED:20230918T194421Z
UID:10000043-1698156000-1698159600@foundationsource.com
SUMMARY:Donor Advised Funds vs. Private Foundations
DESCRIPTION:Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nThe experts in the latest installment of our Ask the Experts Webinar Series will provide an overview of these two charitable planning vehicles and the pros and cons of each\, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nGillian Howell\nHead of Client Advisory Solutions\nFoundation Source \nSandra Swirski\nFounder\nInteger \nGregory W. Baker\nPresident and Chairperson\nRenaissance Charitable \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \nREGISTER NOW
URL:https://foundationsource.com/event/donor-advised-funds-vs-private-foundations/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231026T130000
DTEND;TZID=America/Los_Angeles:20231026T141000
DTSTAMP:20260406T094552
CREATED:20230920T130046Z
LAST-MODIFIED:20230920T130233Z
UID:10000050-1698325200-1698329400@foundationsource.com
SUMMARY:Helping Clients Get Charitable Giving Right - FPA 2023 Fall Symposium
DESCRIPTION:Jeff and Steve will explore three key types of giving vehicles: private foundations\, donor-advised funds\, and charitable remainder trusts / charitable lead trusts. All are effective yet offer different levels of control\, authority\, and philanthropic versatility. The structure and merits of each will be discussed with respect to tax treatment as well as grantmaking\, legacy\, organizational and investment considerations\, plus Jeff and Steve will offer practical guidance on how to help clients choose the right tools for their situation. \nSpeakers: \nJeff Haskell\nChief Legal Officer\nFoundation Source \nMr. Haskell is one of the nation’s most knowledgeable speakers and authors in the areas of private foundation law\, compliance and taxation. He and his team of tax and legal experts frequently present to regional estate planning councils and financial advisory associations\, approximately 50 since 2015. Mr. Haskell also speaks nationally; he has presented multiple times at the Heckerling Institute on Estate Planning and the Private Foundation Summit of the American Institute of Certified Public Accountants (AICPA). \nSteve DuBrava\nManaging Director\, West Region\nFoundation Source \nSteven DuBrava is Managing Director of the West region for Foundation Source\, the nation’s largest provider of foundation management services. He works directly with advisors\, families\, corporations\, and existing foundations\, providing them with education in philanthropy and private foundations. \nREGISTER NOW
URL:https://foundationsource.com/event/helping-clients-get-charitable-giving-right-fpa-2023-fall-symposium/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231031T130000
DTEND;TZID=America/New_York:20231031T140000
DTSTAMP:20260406T094552
CREATED:20231013T055815Z
LAST-MODIFIED:20231013T055815Z
UID:10000057-1698757200-1698760800@foundationsource.com
SUMMARY:Managing Risk in Private Foundations: Compliance Fundamentals
DESCRIPTION:Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these common trouble spots and penalties from the IRS. \nIn this free webinar\, Foundation Source’s chief legal officer Jeffrey Haskel will demystify common compliance issues and rules for foundations\, including: \n\nEmployment of family members.\nScholarship and hardship or disaster relief grants.\nTransactions between foundations and their insiders.\nGuidelines to avoid jeopardizing investments.\n\nThis is Corporate Sponsor Content presented by The Chronicle of Philanthropy. All content is provided by Foundation Source. \nBy registering for the webinar\, you acknowledge that Foundation Source may contact you regarding their products and services. \nGuest Speaker: \nJeffrey Haskell\nExecutive Vice President and Chief Legal Officer\n \n  \nREGISTER
URL:https://foundationsource.com/event/managing-risk-in-private-foundations-compliance-fundamentals-2/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231106T080000
DTEND;TZID=America/New_York:20231109T170000
DTSTAMP:20260406T094552
CREATED:20230919T190243Z
LAST-MODIFIED:20230919T190243Z
UID:10000048-1699257600-1699549200@foundationsource.com
SUMMARY:TAG Annual Conference 2023 in Nashville
DESCRIPTION:Mark your calendars for November 6-9\, 2023 in Nashville\, TN and join us for the #philanthropytech event of the year. TAG2023 is the place for thoughtful conversation and meaningful network building. \nWhen:	Monday\, November 6\, 2023\nWhere:	Grand Hyatt Nashville\n1000 Broadway\nNashville\, Tennessee  37203\nUnited States \nContact: 850-523-4200 \nREGISTER NOW
URL:https://foundationsource.com/event/tag-annual-conference-2023-in-nashville/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T090000
DTSTAMP:20260406T094552
CREATED:20231004T052237Z
LAST-MODIFIED:20231004T052237Z
UID:10000056-1699430400-1699434000@foundationsource.com
SUMMARY:Tiburon CEO Summit XLV - Track I: Investment Management: Comprehensive Financial Planning
DESCRIPTION:Track I: Investment Management: Comprehensive Financial Planning\n8:00am-9:00am: CEO Roundtable Discussions \ni. Comprehensive Financial Planning\nii. Exchange Traded Funds (ETFs) & Personalized Indexing\niii. Managed Account Programs & Platforms\niv. Alternative Investments \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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2931″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nFacilitator\nAnton Honikman\nCEO\nMyVest \n[/vc_column_text][/vc_column][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2932″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nSpeaker\nSteve Lockshin\nCEO\nAdvicePeriod \n[/vc_column_text][/vc_column][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2933″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nSpeaker\nJoe Mrak\nCEO\nFoundation Source\nPhilanthropic Services \n[/vc_column_text][/vc_column][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2934″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nSpeaker\nJacob Pruitt\nPresident\nFidelity Charitable \n[/vc_column_text][/vc_column][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2935″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nSpeaker\nJosh Smith\nCEO\nVRGL \n[/vc_column_text][/vc_column][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=”1/6″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”2936″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nSpeaker\nEric Thomes\nCEO\nAllianz Life Financial Services \n[/vc_column_text][/vc_column][/vc_row]\nSee full meeting agenda here.
URL:https://foundationsource.com/event/tiburon-ceo-summit-xlv-track-i-investment-management-comprehensive-financial-planning/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231110T170000
DTSTAMP:20260406T094552
CREATED:20230919T190902Z
LAST-MODIFIED:20230919T190902Z
UID:10000049-1699430400-1699635600@foundationsource.com
SUMMARY:Philanthropy Southeast 2023 Annual Meeting
DESCRIPTION:Taking place November 8-10 in Montgomery\, Alabama\, this year’s Annual Meeting is focused on our shared commitment to the communities of our region and to improving people’s lives. \nIn recent years\, Southern philanthropy has become increasingly adept at recognizing the systemic issues that prevent people from fully participating and prospering. Still\, many challenges remain: Disparities in health\, education and other measures of well-being persist. Marginalized populations still face discrimination. Polarization continues to threaten our democracy and even our planet’s future. \nBut philanthropy simply cannot afford to be discouraged – too much is at stake to slow down or take a step back. We must keep moving forward\, and we must do it together. \nAt Philanthropy Southeast’s 54th Annual Meeting\, we will focus on this shared vision and how we can leverage the power of both our diversity and our determination to make the South a better place for all. \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southeast-2023-annual-meeting/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T140000
DTEND;TZID=America/New_York:20231114T150000
DTSTAMP:20260406T094552
CREATED:20230927T174547Z
LAST-MODIFIED:20231026T141918Z
UID:10000052-1699970400-1699974000@foundationsource.com
SUMMARY:Foundation Source Demo - Nov 14\, 2023
DESCRIPTION:Join Us For a Live Demo of Foundation Source’s Offerings \nSupport for philanthropists and their professional teams \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \n\nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \n\nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \n\nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-nov-14-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231208T130000
DTEND;TZID=America/New_York:20231208T140000
DTSTAMP:20260406T094552
CREATED:20231129T165217Z
LAST-MODIFIED:20231219T132717Z
UID:10000058-1702040400-1702044000@foundationsource.com
SUMMARY:Making an Impact: Prioritize\, Measure\, Maximize
DESCRIPTION:This time of year sees the highest level of donations\, communications and time spent between donors and the organizations they support. So\, what can funders and advisors do right now to make giving this year the most effective yet? Join our panel of experts for an action-oriented conversation that cuts through the chaos of the busy giving season by focusing on the one thing that truly matters: effectiveness. \nIn this session\, you’ll learn how to: \n\nPrioritize your philanthropic effectiveness goals–what does being effective mean to you and who can help with this conversation?\nMeasure your potential effectiveness—what is operational streamlining and how does this impact your mission?\nMaximize your philanthropic effectiveness–what can good communication accomplish?\n\n\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nAntoinette LeCouteur\nCo-founder\nCreate Impact\nAntoinette LeCouteur is a veteran advisor in the corporate\, social impact and philanthropic space. As the Co-founder of the consulting firm Create Impact\, Antoniette works in the space between people and philanthropy to close the gap and enable individuals and organizations to realize their impact goals. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nCameron Marsh\nSenior Analyst\nNucleus Research\nCameron Marsh is an advisor with Nucleus research\, an independent evaluation firm that focuses on measuring the return on interest gained by thoughtful partnerships. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nSteve Aponte\nVice President of Product & Strategy\nFoundation Source\nAs the Vice President of Product & Strategy\, Steve Aponte’s passion for building technology that solves problems spans beyond the philanthropic space and focuses on sharing information with a human-first lens. \n[/vc_column_text][/vc_column][/vc_row]\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=soCDh9gwf8Y” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/making-an-impact-prioritize-measure-maximize/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T140000
DTEND;TZID=America/New_York:20231212T150000
DTSTAMP:20260406T094552
CREATED:20230927T174714Z
LAST-MODIFIED:20231130T021654Z
UID:10000053-1702389600-1702393200@foundationsource.com
SUMMARY:Foundation Source Demo - Dec 12\, 2023
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-dec-12-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240108T080000
DTEND;TZID=America/New_York:20240110T170000
DTSTAMP:20260406T094552
CREATED:20231222T192800Z
LAST-MODIFIED:20231222T192800Z
UID:10000063-1704700800-1704906000@foundationsource.com
SUMMARY:ICR Conference - 2024
DESCRIPTION:We look forward to welcoming everyone to the ICR Conference 2024. Building off the momentum of the 25th Anniversary’s record breaking event\, we hope to provide you with an experience that will exceed your expectations and create valuable connections and conversations that are integral to the event. We look forward to seeing you in January 2024. \nREGISTER NOW
URL:https://foundationsource.com/event/icr-conference-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240108T080000
DTEND;TZID=America/New_York:20240112T170000
DTSTAMP:20260406T094552
CREATED:20231222T182432Z
LAST-MODIFIED:20231222T193639Z
UID:10000062-1704700800-1705078800@foundationsource.com
SUMMARY:58th Annual Heckerling Institute on Estate Planning - 2024
DESCRIPTION:The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys\, trust officers\, accountants\, charitable giving professionals\, elder law specialists\, wealth management professionals\, and nonprofit advisors.  In addition to providing the highest quality educational programming\, the Institute offers unparalleled networking and professional development opportunities\, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry. \nREGISTER NOW
URL:https://foundationsource.com/event/58th-annual-heckerling-institute-on-estate-planning-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240114T130000
DTEND;TZID=America/New_York:20240114T140000
DTSTAMP:20260406T094552
CREATED:20250218T221835Z
LAST-MODIFIED:20250218T222238Z
UID:10000101-1705237200-1705240800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 14\, 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-jan-14-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240116T130000
DTEND;TZID=America/New_York:20240116T140000
DTSTAMP:20260406T094553
CREATED:20231130T020748Z
LAST-MODIFIED:20231130T022046Z
UID:10000059-1705410000-1705413600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 16\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jan-16-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240129T080000
DTEND;TZID=America/New_York:20240131T170000
DTSTAMP:20260406T094553
CREATED:20231222T193340Z
LAST-MODIFIED:20231222T193437Z
UID:10000064-1706515200-1706720400@foundationsource.com
SUMMARY:FSI OneVoice
DESCRIPTION:Join us as we celebrate our 20-year anniversary\, kicking off at OneVoice 2024! For two decades\, FSI has been the voice of our industry in Washington\, D.C. and the states\, advocating on behalf of independent financial advisors and firms and preserving Main Street Americans’ access to affordable\, professional financial advice\, products and services. Together\, we have achieved numerous victories\, and our industry has proven resilient amidst significant changes. \nAs we look toward the future\, there are new challenges and opportunities for us to address: looming regulatory change\, political uncertainty\, AI and other new technology\, and preparing for the next generation of advisors and clients … to name just a few. \nDuring the Annual Kickoff at OneVoice 2024\, we’ll harness the power of our collective strengths\, devise solutions and prepare for what’s ahead. FSI OneVoice has always been the premier gathering where independent financial services firm executives gain critical insights on the most important issues affecting their businesses. \nREGISTER NOW
URL:https://foundationsource.com/event/fsi-onevoice/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T130000
DTEND;TZID=America/New_York:20240213T140000
DTSTAMP:20260406T094553
CREATED:20231130T022543Z
LAST-MODIFIED:20231130T022913Z
UID:10000060-1707829200-1707832800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 13\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-feb-13-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T130000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20260406T094553
CREATED:20231130T022904Z
LAST-MODIFIED:20240322T145715Z
UID:10000061-1710248400-1710252000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 12\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-mar-12-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240318T080000
DTEND;TZID=America/New_York:20240320T170000
DTSTAMP:20260406T094553
CREATED:20240322T142656Z
LAST-MODIFIED:20240322T142656Z
UID:10000065-1710748800-1710954000@foundationsource.com
SUMMARY:PEAK2024 Seattle
DESCRIPTION:Reimagining. In a word\, that’s our vision for PEAK2024 and what we’ll do together in Seattle March 18–20. The PEAK community can be a beacon that guides philanthropy forward. Over these three days\, we’ll foster an emergent learning experience that elevates how our members are leading the way with innovations in grantmaking practice and encourages everyone to contribute to transforming the sector. Join us in reimagining philanthropy. \nREGISTER NOW
URL:https://foundationsource.com/event/peak2024-seattle/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240407T080000
DTEND;TZID=America/New_York:20240410T170000
DTSTAMP:20260406T094553
CREATED:20240322T143521Z
LAST-MODIFIED:20240322T143521Z
UID:10000066-1712476800-1712768400@foundationsource.com
SUMMARY:Experience 2024
DESCRIPTION:The year’s premier event for wealth advisors and thought leaders from across the investment industry.\nThe event connects advisors focused on expanding their knowledge\, businesses\, and network with wealth management’s most successful\, insightful\, and engaging thought leaders. \nJoin us as we: \n\nAnalyze industry challenges and market opportunities\nDiscuss what’s next for the wealth planning industry\, and what advisors need to do now\nDeliver the tools and skills needed to better serve sophisticated\, affluent clients\n\nOver 3 1/2 days more than 1\,000 industry leaders and advisors will gather in Las Vegas – a city known for never standing still. \nAttendees earn up to 21 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction\, differentiating their business\, and delivering better investment outcomes. \n \nREGISTER NOW
URL:https://foundationsource.com/event/experience-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240409T130000
DTEND;TZID=America/New_York:20240409T140000
DTSTAMP:20260406T094553
CREATED:20240322T145742Z
LAST-MODIFIED:20240322T145742Z
UID:10000071-1712667600-1712671200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 9\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-apr-9-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240416T080000
DTEND;TZID=America/New_York:20240418T170000
DTSTAMP:20260406T094553
CREATED:20240322T143958Z
LAST-MODIFIED:20240322T143958Z
UID:10000067-1713254400-1713459600@foundationsource.com
SUMMARY:Lido FOIS
DESCRIPTION:Lido Consulting’s Annual Family Office Investment Symposium offers high-quality and exclusive networking and business development opportunities for sponsors and attendees alike.\nThis two-and-a-half-day Symposium is centered around legacy preservation within the family office space\, complete with educational presentations\, panel discussions\, entertainment\, and networking opportunities. \n​Each year\, our goal is to arm our attendees with valuable knowledge and key insight about a wide range of industries from real estate to technology\, shifting markets\, and new investment opportunities to help them make wiser investment and business decisions. \nREGISTER NOW
URL:https://foundationsource.com/event/lido-fois/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T080000
DTEND;TZID=America/New_York:20240426T170000
DTSTAMP:20260406T094553
CREATED:20240322T144244Z
LAST-MODIFIED:20240322T144617Z
UID:10000068-1714032000-1714150800@foundationsource.com
SUMMARY:Kansas City Estate Planning Symposium
DESCRIPTION:Kansas City Estate Planning Symposium – In Person and Virtual Registration Options Available\n4/25/2024 – 4/26/2024 \nKANSAS CITY ESTATE PLANNING SYMPOSIUM\nSponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law \nThursday and Friday\, April 25-26\, 2024 | Overland Park Convention Center | 6000 College Boulevard | Overland Park\, Kansas\nPresented live with in person and virtual registration options available. Full agenda can be accessed HERE! \nThe Kansas City Estate Planning Symposium is the Midwest’s leading estate planning event\, featuring multi-disciplinary content delivered by nationally recognized leaders. It is vital to stay on top of the latest developments in trust\, estate and gift taxes\, especially during the current pandemic and economic disruption. The 2024 conference\, being held on April 25th-26th\, will be delivered in person at the Overland Park Convention Center and virtually – providing the same information\, knowledge and education from the safety of your office or home. Registrants can earn up to 16 hours of professional development credit\, experience real-time engagement with speakers\, and make meaningful connections through a variety of networking opportunities. \nWho Should Attend?\nThe Kansas City Estate Planning Symposium is dedicated to producing an outstanding educational seminar for all members of your estate planning team. \nThe Symposium Will Be Useful For:\n\nEstate Planning Attorneys\nBusiness & Tax Attorneys\nCPA’s\nTrust Officers\nPlanned Giving Professionals\nFinancial Planners\nLife Underwriters\n\nAgenda & Continuing Education Credit:\n\nFull agenda can be accessed HERE.\nEarn up to 16.0 hours of continuing education credit. Click HERE for the current credit approval update!\n\nRegistration Fees:\n\n$495.00 (two day conference with digital course materials) – virtual registration options are available\n$445.00 (one day attendance with digital course materials) – in person attendance only\n\nLodging:\nThere are several hotels in the immediate area of the Overland Park Convention Center\, many within walking distance. The Overland Park Sheraton is connected by a walk-way to the Convention Center. Click HERE to view the list of nearby hotels. \nExhibitor And Sponsor Opportunities AVAILABLE!\nLocation: Overland Park Convention Center\n6000 College Boulevard\nOverland Park\, KS 66211 \nREGISTER NOW
URL:https://foundationsource.com/event/kansas-city-estate-planning-symposium/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T100000
DTEND;TZID=America/New_York:20240502T163000
DTSTAMP:20260406T094553
CREATED:20240322T144842Z
LAST-MODIFIED:20240322T144908Z
UID:10000069-1714644000-1714667400@foundationsource.com
SUMMARY:Philanthropy New York's 2023 Annual Meeting - From Possibility into Practice
DESCRIPTION:When:  \nTuesday\, May 2\, 2023 – 10:00am to 4:30pm EDT \nWhere:  \nPhilanthropy New York; 320 East 43rd Street; NYC 10017 \nNon-members:  \nThis event is for members only. \nMembers: \nLog in or create an account. \nPrivate philanthropy is a transitional form. If we seek to support transformational work\, then we ourselves must be open to transformation. – Farhad Ebrahimi \nWe invite you to join your fellow Philanthropy New York members for our 2023 in-person Annual Meeting – From Possibility into Practice. As our first in-person Annual Meeting in three years\, we will engage our community in heart\, mind\, body\, and spirit through a full day of immersive experiences\, art\, peer reflections\, and our signature PhilTalks\, featuring dynamic guest speakers. \nThrough movement\, art\, and dialogue\, we will build on the collective reimagining of a philanthropic ecosystem characterized by trust\, relationship\, and accountability to the society we want to be. We will continue to lift up ways in which power can be recognized\, shared\, and built with those who are most harmed by racialized policies and practices.  \nAs always\, we invite you into a space of learning and action. Join us in moving from possibility into practice\, to be open to transformation so that we can live into the true meaning of the word philanthropy – “a love of humankind.” \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-new-yorks-2023-annual-meeting-from-possibility-into-practice/
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20240509T130000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20260406T094553
CREATED:20240422T204255Z
LAST-MODIFIED:20240516T171238Z
UID:10000079-1715259600-1715263200@foundationsource.com
SUMMARY:Tax Survival Guide: Expert Planning Tips & Strategies For Foundations
DESCRIPTION:Private foundations offer a whole host of benefits—including certain tax advantages to encourage philanthropic giving. You’re invited to join us for a rare opportunity to hear from our deputy legal officer who will share ways philanthropists and their advisors can maximize the tax benefits of their charitable plans. \nIn this session\, we’ll cover: \nKey tax benefits associated with private foundations\nYesPotential pitfalls and errors of the 990-PF\nCommon mistakes and the potential consequences \nPresented by:\n\nJennifer Bruckman-Gorak\, J.D\,\nDeputy Legal Officer\nFoundation Source \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=J2ZRNBuqfio” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/tax-survival-guide-expert-planning-tips-strategies-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
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