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...
Encore at Wynn, Las Vegas 3131 Las Vegas Blvd., Las Vegas, NV Oct. 2: Pre-Party Oct. 3: Pre-Conference Sessions, Best...
DAFs continue to play a critical role in driving the dedication of private wealth resources to charitable organizations and are...
Join your peers in lean philanthropy for 3 days of knowledge sharing, skill building, and connections—in Baltimore October 17-19! This...
One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for...
WHEN: Tuesday, October 17, 2023 - 5:00pm to Friday, October 20, 2023 - 8:00am CDT WHERE: Hyatt Lost Pines Resort...
Join Us for a Live Demo of the Foundation Source platform! One platform for your Foundation Management and Grants Management...
Strength in numbers. We couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful...
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile...
Jeff and Steve will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts /...
Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these...
Mark your calendars for November 6-9, 2023 in Nashville, TN and join us for the #philanthropytech event of the year....
Track I: Investment Management: Comprehensive Financial Planning 8:00am-9:00am: CEO Roundtable Discussions i. Comprehensive Financial Planning ii. Exchange Traded Funds (ETFs)...
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