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...
12 events found.
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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Schwab Impact 2023
Strength in numbers. We couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful...
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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...
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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 /...
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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...
