Name: Managing Risk in Private Foundations: Compliance Fundamentals
Start: 2023-10-31T13:00:00-04:00
End: 2023-10-31T14:00:00-04:00

September 2023
September 19, 2023 @ 2:00 pm - 3:00 pm EDT

Take the Wheel with Impactfully – Sep 19, 2023

Join Us for a Live Demo of Impactfully One platform for your Foundation Management and Grants Management needs Engage Leverage...
September 27, 2023 @ 1:00 pm - 2:00 pm EDT

3 Trends in Philanthropy: Thriving Thru Transitions, Technology and Teamwork

The only constant is change and philanthropy continues to see its fair share of emerging trends that are impacting giving....
October 2023
October 2, 2023 - October 5, 2023

2023 Forbes/SHOOK Top Advisor Summit

Encore at Wynn, Las Vegas 3131 Las Vegas Blvd., Las Vegas, NV Oct. 2: Pre-Party Oct. 3: Pre-Conference Sessions, Best...
October 4, 2023 @ 9:45 am - 11:00 pm EDT

Donor-advised funds’ expanding impact: Private foundation rollovers

DAFs continue to play a critical role in driving the dedication of private wealth resources to charitable organizations and are...
October 17, 2023 @ 8:00 am - October 19, 2023 @ 5:00 pm EDT

Exponent Philanthropy – 2023 Annual Conference

Join your peers in lean philanthropy for 3 days of knowledge sharing, skill building, and connections—in Baltimore October 17-19! This...
October 17, 2023 @ 1:00 pm - 2:00 pm EDT

Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation

One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for...
October 17, 2023 @ 5:00 pm - October 20, 2023 @ 8:00 am CDT

Philanthropy Southwest – 75th Annual Conference

WHEN: Tuesday, October 17, 2023 - 5:00pm to Friday, October 20, 2023 - 8:00am CDT WHERE: Hyatt Lost Pines Resort...
October 18, 2023 @ 1:00 pm - 2:00 pm EDT

Foundation Source Demo – Oct 18, 2023

Join Us for a Live Demo of the Foundation Source platform! One platform for your Foundation Management and Grants Management...
October 24, 2023 @ 8:00 am - October 26, 2023 @ 5:00 pm EDT

Schwab Impact 2023

Strength in numbers. We couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful...
October 24, 2023 @ 2:00 pm - 3:00 pm EDT

Donor Advised Funds vs. Private Foundations

Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile...
October 26, 2023 @ 1:00 pm - 2:10 pm PDT

Helping Clients Get Charitable Giving Right – FPA 2023 Fall Symposium

Jeff and Steve will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts /...
October 31, 2023 @ 1:00 pm - 2:00 pm EDT

Managing Risk in Private Foundations: Compliance Fundamentals

Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these...