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DTSTART;TZID=America/New_York:20251104T130000
DTEND;TZID=America/New_York:20251104T140000
DTSTAMP:20260407T101901
CREATED:20251006T113036Z
LAST-MODIFIED:20251110T231115Z
UID:10000135-1762261200-1762264800@foundationsource.com
SUMMARY:5 Things You Need to Know About Charitable Planning Before The End of The Year
DESCRIPTION: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. \nThis webinar will focus on “mini segments” that focus on 5 different topics: \n\nGranting to for-profit organizations\nReal estate\nCorporate foundations\nRegulatory update on OBBB\nReminder: 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.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \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=-0yeszKpU3s” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/5-things-you-need-to-know-about-charitable-planning-before-the-end-of-the-year/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T080000
DTEND;TZID=America/New_York:20251107T170000
DTSTAMP:20260407T101901
CREATED:20250414T051312Z
LAST-MODIFIED:20250414T051312Z
UID:10000122-1762329600-1762534800@foundationsource.com
SUMMARY:Beacon\, The Roundtable
DESCRIPTION:Roundtable Name:\nThe Roundtable \nLocation and Hotel:\nSonoma\, CA \nDate: \nNovember 05 – 07 2025 \nIdeal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe 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. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T130000
DTEND;TZID=America/New_York:20251105T140000
DTSTAMP:20260407T101901
CREATED:20251015T185856Z
LAST-MODIFIED:20260323T090609Z
UID:10000136-1762347600-1762351200@foundationsource.com
SUMMARY:Building a Philanthropic Legacy with a Family Foundation - Nov 5th 2025
DESCRIPTION: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. \nThe discussion will: \n\nExplore successful approaches in planning for institutional perpetuity\nIntroduce various strategies for cohesive engagement among future generations\nBuild a giving program that withstands changing community needs and priorities over time\nReview the structural components necessary in preparing future leadership\nConsider using a range of tools to communicate philanthropic history\, values and vision\n\n  \nPresented By:\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=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4289″ 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]\nJeannea Varrichio\nNational Director of Legal Services\nFoundation Source\n[/vc_column_text][vc_column_text]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. \nJeannea 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.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4851″ 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]\nRobyn Hullihan\nSenior Philanthropic Director\nFoundation Source\n[/vc_column_text][vc_column_text]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. \nWith 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. \nPrior 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. \nPreviously\, 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. \nShe 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.[/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=mWrMAb0WXG0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/building-a-philanthropic-legacy-with-a-family-foundation-nov-5th-2025/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T080000
DTEND;TZID=America/New_York:20261113T170000
DTSTAMP:20260407T101901
CREATED:20250523T143617Z
LAST-MODIFIED:20250523T143714Z
UID:10000130-1762848000-1794589200@foundationsource.com
SUMMARY:2025 Annual Conference
DESCRIPTION:Hilton Columbus Downtown / Columbus\, OH \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: \n\nCatalytic philanthropy\nEquity-centered practices\nThe fundamentals of foundation management that make work like this possible\n… and more!\n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T130000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260407T101901
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:20260512T130000
DTEND;TZID=America/New_York:20260512T140000
DTSTAMP:20260407T101901
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:20260609T130000
DTEND;TZID=America/New_York:20260609T140000
DTSTAMP:20260407T101901
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:20260714T130000
DTEND;TZID=America/New_York:20260714T140000
DTSTAMP:20260407T101901
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:20260811T130000
DTEND;TZID=America/New_York:20260811T140000
DTSTAMP:20260407T101901
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:20260407T101901
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:20260407T101901
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:20261013T130000
DTEND;TZID=America/New_York:20261013T140000
DTSTAMP:20260407T101901
CREATED:20260127T071031Z
LAST-MODIFIED:20260127T071031Z
UID:10000147-1791896400-1791900000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Oct 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-oct-13-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261110T130000
DTEND;TZID=America/New_York:20261110T140000
DTSTAMP:20260407T101901
CREATED:20260127T071213Z
LAST-MODIFIED:20260127T071213Z
UID:10000148-1794315600-1794319200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Nov 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-nov-10-2026/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261208T130000
DTEND;TZID=America/New_York:20261208T140000
DTSTAMP:20260407T101901
CREATED:20260127T071402Z
LAST-MODIFIED:20260127T071402Z
UID:10000149-1796734800-1796738400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Dec 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-dec-08-2026/
CATEGORIES:Webinars
END:VEVENT
END:VCALENDAR