Schwab Impact 2023
Strength in numbers. We couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful...
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)...
Taking place November 8-10 in Montgomery, Alabama, this year's Annual Meeting is focused on our shared commitment to the communities...
Join Us For a Live Demo of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...
This time of year sees the highest level of donations, communications and time spent between donors and the organizations they...
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...
We look forward to welcoming everyone to the ICR Conference 2024. Building off the momentum of the 25th Anniversary’s record...
The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team...
Foundation Source empowers people and companies to create a better world through philanthropy. We make giving easier for more than 2,000 private foundations with innovative technology backed by philanthropic expertise.
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