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DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231110T170000
DTSTAMP:20260406T113015
CREATED:20230919T190902Z
LAST-MODIFIED:20230919T190902Z
UID:10000049-1699430400-1699635600@foundationsource.com
SUMMARY:Philanthropy Southeast 2023 Annual Meeting
DESCRIPTION:Taking place November 8-10 in Montgomery\, Alabama\, this year’s Annual Meeting is focused on our shared commitment to the communities of our region and to improving people’s lives. \nIn recent years\, Southern philanthropy has become increasingly adept at recognizing the systemic issues that prevent people from fully participating and prospering. Still\, many challenges remain: Disparities in health\, education and other measures of well-being persist. Marginalized populations still face discrimination. Polarization continues to threaten our democracy and even our planet’s future. \nBut philanthropy simply cannot afford to be discouraged – too much is at stake to slow down or take a step back. We must keep moving forward\, and we must do it together. \nAt Philanthropy Southeast’s 54th Annual Meeting\, we will focus on this shared vision and how we can leverage the power of both our diversity and our determination to make the South a better place for all. \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southeast-2023-annual-meeting/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T140000
DTEND;TZID=America/New_York:20231114T150000
DTSTAMP:20260406T113015
CREATED:20230927T174547Z
LAST-MODIFIED:20231026T141918Z
UID:10000052-1699970400-1699974000@foundationsource.com
SUMMARY:Foundation Source Demo - Nov 14\, 2023
DESCRIPTION:Join Us For a Live Demo of Foundation Source’s Offerings \nSupport for philanthropists and their professional teams \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \n\nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \n\nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \n\nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-nov-14-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231208T130000
DTEND;TZID=America/New_York:20231208T140000
DTSTAMP:20260406T113015
CREATED:20231129T165217Z
LAST-MODIFIED:20231219T132717Z
UID:10000058-1702040400-1702044000@foundationsource.com
SUMMARY:Making an Impact: Prioritize\, Measure\, Maximize
DESCRIPTION:This time of year sees the highest level of donations\, communications and time spent between donors and the organizations they support. So\, what can funders and advisors do right now to make giving this year the most effective yet? Join our panel of experts for an action-oriented conversation that cuts through the chaos of the busy giving season by focusing on the one thing that truly matters: effectiveness. \nIn this session\, you’ll learn how to: \n\nPrioritize your philanthropic effectiveness goals–what does being effective mean to you and who can help with this conversation?\nMeasure your potential effectiveness—what is operational streamlining and how does this impact your mission?\nMaximize your philanthropic effectiveness–what can good communication accomplish?\n\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” 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=”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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nAntoinette LeCouteur\nCo-founder\nCreate Impact\nAntoinette LeCouteur is a veteran advisor in the corporate\, social impact and philanthropic space. As the Co-founder of the consulting firm Create Impact\, Antoniette works in the space between people and philanthropy to close the gap and enable individuals and organizations to realize their impact goals. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nCameron Marsh\nSenior Analyst\nNucleus Research\nCameron Marsh is an advisor with Nucleus research\, an independent evaluation firm that focuses on measuring the return on interest gained by thoughtful partnerships. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nSteve Aponte\nVice President of Product & Strategy\nFoundation Source\nAs the Vice President of Product & Strategy\, Steve Aponte’s passion for building technology that solves problems spans beyond the philanthropic space and focuses on sharing information with a human-first lens. \n[/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=soCDh9gwf8Y” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/making-an-impact-prioritize-measure-maximize/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T140000
DTEND;TZID=America/New_York:20231212T150000
DTSTAMP:20260406T113015
CREATED:20230927T174714Z
LAST-MODIFIED:20231130T021654Z
UID:10000053-1702389600-1702393200@foundationsource.com
SUMMARY:Foundation Source Demo - Dec 12\, 2023
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-dec-12-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240108T080000
DTEND;TZID=America/New_York:20240110T170000
DTSTAMP:20260406T113015
CREATED:20231222T192800Z
LAST-MODIFIED:20231222T192800Z
UID:10000063-1704700800-1704906000@foundationsource.com
SUMMARY:ICR Conference - 2024
DESCRIPTION:We look forward to welcoming everyone to the ICR Conference 2024. Building off the momentum of the 25th Anniversary’s record breaking event\, we hope to provide you with an experience that will exceed your expectations and create valuable connections and conversations that are integral to the event. We look forward to seeing you in January 2024. \nREGISTER NOW
URL:https://foundationsource.com/event/icr-conference-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240108T080000
DTEND;TZID=America/New_York:20240112T170000
DTSTAMP:20260406T113015
CREATED:20231222T182432Z
LAST-MODIFIED:20231222T193639Z
UID:10000062-1704700800-1705078800@foundationsource.com
SUMMARY:58th Annual Heckerling Institute on Estate Planning - 2024
DESCRIPTION:The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team including attorneys\, trust officers\, accountants\, charitable giving professionals\, elder law specialists\, wealth management professionals\, and nonprofit advisors.  In addition to providing the highest quality educational programming\, the Institute offers unparalleled networking and professional development opportunities\, including the nation’s largest exhibit hall dedicated entirely to the estate planning industry. \nREGISTER NOW
URL:https://foundationsource.com/event/58th-annual-heckerling-institute-on-estate-planning-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240114T130000
DTEND;TZID=America/New_York:20240114T140000
DTSTAMP:20260406T113015
CREATED:20250218T221835Z
LAST-MODIFIED:20250218T222238Z
UID:10000101-1705237200-1705240800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 14\, 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-jan-14-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240116T130000
DTEND;TZID=America/New_York:20240116T140000
DTSTAMP:20260406T113015
CREATED:20231130T020748Z
LAST-MODIFIED:20231130T022046Z
UID:10000059-1705410000-1705413600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 16\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jan-16-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240129T080000
DTEND;TZID=America/New_York:20240131T170000
DTSTAMP:20260406T113015
CREATED:20231222T193340Z
LAST-MODIFIED:20231222T193437Z
UID:10000064-1706515200-1706720400@foundationsource.com
SUMMARY:FSI OneVoice
DESCRIPTION:Join us as we celebrate our 20-year anniversary\, kicking off at OneVoice 2024! For two decades\, FSI has been the voice of our industry in Washington\, D.C. and the states\, advocating on behalf of independent financial advisors and firms and preserving Main Street Americans’ access to affordable\, professional financial advice\, products and services. Together\, we have achieved numerous victories\, and our industry has proven resilient amidst significant changes. \nAs we look toward the future\, there are new challenges and opportunities for us to address: looming regulatory change\, political uncertainty\, AI and other new technology\, and preparing for the next generation of advisors and clients … to name just a few. \nDuring the Annual Kickoff at OneVoice 2024\, we’ll harness the power of our collective strengths\, devise solutions and prepare for what’s ahead. FSI OneVoice has always been the premier gathering where independent financial services firm executives gain critical insights on the most important issues affecting their businesses. \nREGISTER NOW
URL:https://foundationsource.com/event/fsi-onevoice/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T130000
DTEND;TZID=America/New_York:20240213T140000
DTSTAMP:20260406T113015
CREATED:20231130T022543Z
LAST-MODIFIED:20231130T022913Z
UID:10000060-1707829200-1707832800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 13\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-feb-13-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T130000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20260406T113015
CREATED:20231130T022904Z
LAST-MODIFIED:20240322T145715Z
UID:10000061-1710248400-1710252000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 12\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-mar-12-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240318T080000
DTEND;TZID=America/New_York:20240320T170000
DTSTAMP:20260406T113015
CREATED:20240322T142656Z
LAST-MODIFIED:20240322T142656Z
UID:10000065-1710748800-1710954000@foundationsource.com
SUMMARY:PEAK2024 Seattle
DESCRIPTION:Reimagining. In a word\, that’s our vision for PEAK2024 and what we’ll do together in Seattle March 18–20. The PEAK community can be a beacon that guides philanthropy forward. Over these three days\, we’ll foster an emergent learning experience that elevates how our members are leading the way with innovations in grantmaking practice and encourages everyone to contribute to transforming the sector. Join us in reimagining philanthropy. \nREGISTER NOW
URL:https://foundationsource.com/event/peak2024-seattle/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240407T080000
DTEND;TZID=America/New_York:20240410T170000
DTSTAMP:20260406T113015
CREATED:20240322T143521Z
LAST-MODIFIED:20240322T143521Z
UID:10000066-1712476800-1712768400@foundationsource.com
SUMMARY:Experience 2024
DESCRIPTION:The year’s premier event for wealth advisors and thought leaders from across the investment industry.\nThe event connects advisors focused on expanding their knowledge\, businesses\, and network with wealth management’s most successful\, insightful\, and engaging thought leaders. \nJoin us as we: \n\nAnalyze industry challenges and market opportunities\nDiscuss what’s next for the wealth planning industry\, and what advisors need to do now\nDeliver the tools and skills needed to better serve sophisticated\, affluent clients\n\nOver 3 1/2 days more than 1\,000 industry leaders and advisors will gather in Las Vegas – a city known for never standing still. \nAttendees earn up to 21 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction\, differentiating their business\, and delivering better investment outcomes. \n \nREGISTER NOW
URL:https://foundationsource.com/event/experience-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240409T130000
DTEND;TZID=America/New_York:20240409T140000
DTSTAMP:20260406T113015
CREATED:20240322T145742Z
LAST-MODIFIED:20240322T145742Z
UID:10000071-1712667600-1712671200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 9\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-apr-9-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240416T080000
DTEND;TZID=America/New_York:20240418T170000
DTSTAMP:20260406T113015
CREATED:20240322T143958Z
LAST-MODIFIED:20240322T143958Z
UID:10000067-1713254400-1713459600@foundationsource.com
SUMMARY:Lido FOIS
DESCRIPTION:Lido Consulting’s Annual Family Office Investment Symposium offers high-quality and exclusive networking and business development opportunities for sponsors and attendees alike.\nThis two-and-a-half-day Symposium is centered around legacy preservation within the family office space\, complete with educational presentations\, panel discussions\, entertainment\, and networking opportunities. \n​Each year\, our goal is to arm our attendees with valuable knowledge and key insight about a wide range of industries from real estate to technology\, shifting markets\, and new investment opportunities to help them make wiser investment and business decisions. \nREGISTER NOW
URL:https://foundationsource.com/event/lido-fois/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T080000
DTEND;TZID=America/New_York:20240426T170000
DTSTAMP:20260406T113015
CREATED:20240322T144244Z
LAST-MODIFIED:20240322T144617Z
UID:10000068-1714032000-1714150800@foundationsource.com
SUMMARY:Kansas City Estate Planning Symposium
DESCRIPTION:Kansas City Estate Planning Symposium – In Person and Virtual Registration Options Available\n4/25/2024 – 4/26/2024 \nKANSAS CITY ESTATE PLANNING SYMPOSIUM\nSponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law \nThursday and Friday\, April 25-26\, 2024 | Overland Park Convention Center | 6000 College Boulevard | Overland Park\, Kansas\nPresented live with in person and virtual registration options available. Full agenda can be accessed HERE! \nThe Kansas City Estate Planning Symposium is the Midwest’s leading estate planning event\, featuring multi-disciplinary content delivered by nationally recognized leaders. It is vital to stay on top of the latest developments in trust\, estate and gift taxes\, especially during the current pandemic and economic disruption. The 2024 conference\, being held on April 25th-26th\, will be delivered in person at the Overland Park Convention Center and virtually – providing the same information\, knowledge and education from the safety of your office or home. Registrants can earn up to 16 hours of professional development credit\, experience real-time engagement with speakers\, and make meaningful connections through a variety of networking opportunities. \nWho Should Attend?\nThe Kansas City Estate Planning Symposium is dedicated to producing an outstanding educational seminar for all members of your estate planning team. \nThe Symposium Will Be Useful For:\n\nEstate Planning Attorneys\nBusiness & Tax Attorneys\nCPA’s\nTrust Officers\nPlanned Giving Professionals\nFinancial Planners\nLife Underwriters\n\nAgenda & Continuing Education Credit:\n\nFull agenda can be accessed HERE.\nEarn up to 16.0 hours of continuing education credit. Click HERE for the current credit approval update!\n\nRegistration Fees:\n\n$495.00 (two day conference with digital course materials) – virtual registration options are available\n$445.00 (one day attendance with digital course materials) – in person attendance only\n\nLodging:\nThere are several hotels in the immediate area of the Overland Park Convention Center\, many within walking distance. The Overland Park Sheraton is connected by a walk-way to the Convention Center. Click HERE to view the list of nearby hotels. \nExhibitor And Sponsor Opportunities AVAILABLE!\nLocation: Overland Park Convention Center\n6000 College Boulevard\nOverland Park\, KS 66211 \nREGISTER NOW
URL:https://foundationsource.com/event/kansas-city-estate-planning-symposium/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T100000
DTEND;TZID=America/New_York:20240502T163000
DTSTAMP:20260406T113015
CREATED:20240322T144842Z
LAST-MODIFIED:20240322T144908Z
UID:10000069-1714644000-1714667400@foundationsource.com
SUMMARY:Philanthropy New York's 2023 Annual Meeting - From Possibility into Practice
DESCRIPTION:When:  \nTuesday\, May 2\, 2023 – 10:00am to 4:30pm EDT \nWhere:  \nPhilanthropy New York; 320 East 43rd Street; NYC 10017 \nNon-members:  \nThis event is for members only. \nMembers: \nLog in or create an account. \nPrivate philanthropy is a transitional form. If we seek to support transformational work\, then we ourselves must be open to transformation. – Farhad Ebrahimi \nWe invite you to join your fellow Philanthropy New York members for our 2023 in-person Annual Meeting – From Possibility into Practice. As our first in-person Annual Meeting in three years\, we will engage our community in heart\, mind\, body\, and spirit through a full day of immersive experiences\, art\, peer reflections\, and our signature PhilTalks\, featuring dynamic guest speakers. \nThrough movement\, art\, and dialogue\, we will build on the collective reimagining of a philanthropic ecosystem characterized by trust\, relationship\, and accountability to the society we want to be. We will continue to lift up ways in which power can be recognized\, shared\, and built with those who are most harmed by racialized policies and practices.  \nAs always\, we invite you into a space of learning and action. Join us in moving from possibility into practice\, to be open to transformation so that we can live into the true meaning of the word philanthropy – “a love of humankind.” \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-new-yorks-2023-annual-meeting-from-possibility-into-practice/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240509T130000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20260406T113015
CREATED:20240422T204255Z
LAST-MODIFIED:20240516T171238Z
UID:10000079-1715259600-1715263200@foundationsource.com
SUMMARY:Tax Survival Guide: Expert Planning Tips & Strategies For Foundations
DESCRIPTION:Private foundations offer a whole host of benefits—including certain tax advantages to encourage philanthropic giving. You’re invited to join us for a rare opportunity to hear from our deputy legal officer who will share ways philanthropists and their advisors can maximize the tax benefits of their charitable plans. \nIn this session\, we’ll cover: \nKey tax benefits associated with private foundations\nYesPotential pitfalls and errors of the 990-PF\nCommon mistakes and the potential consequences \nPresented by:\n\nJennifer Bruckman-Gorak\, J.D\,\nDeputy Legal Officer\nFoundation Source \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=J2ZRNBuqfio” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/tax-survival-guide-expert-planning-tips-strategies-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T130000
DTEND;TZID=America/New_York:20240514T140000
DTSTAMP:20260406T113015
CREATED:20240322T145908Z
LAST-MODIFIED:20240322T145908Z
UID:10000072-1715691600-1715695200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 14\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-may-14-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240520T080000
DTEND;TZID=America/New_York:20240521T170000
DTSTAMP:20260406T113015
CREATED:20240422T202054Z
LAST-MODIFIED:20240422T202054Z
UID:10000074-1716192000-1716310800@foundationsource.com
SUMMARY:Western Philanthropy Conference
DESCRIPTION:The 2024 Western Philanthropy Conference\, hosted by Clark Nuber\, offers a unique opportunity for individuals to dive deep into the world of charitable giving. Experience a fresh perspective tailored for community professionals with a diverse range of stakeholders. A few highlights of this event include: \n\nCurrent Trends and Insights: Hear insights into the rapidly evolving philanthropy landscape\, examining the latest trends\, challenges\, and opportunities. Focus topics include: the role of donor-advised funds\, impact investing\, generational planning in philanthropy\, and influencing public policy in an election year.\nDiverse Perspectives: Participate in a unique platform for varied perspectives from CPAs\, attorneys\, and financial and investment advisors to program officers and executives. Such diversity is rarely seen at other events and is an ideal environment for rich discussions and innovative ideas.\nNetworking Opportunities: Meet top-level professionals and decision-makers in the field of philanthropy. Foster new relationships\, exchange ideas\, and collaborate on solutions to shared challenges.\nKnowledge Building: Gain deep understanding of how charitable and social welfare organizations are pushing boundaries and creating significant change. Beyond compliance topics\, experience a holistic view of the philanthropic sector.\nProfessional Development: Enhance your understanding of complex issues in philanthropy and innovative approaches to problem solving.\n\nSee you at the Hyatt Regency Lake Washington. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/western-philanthropy-conference/
LOCATION:Hyatt Regency Lake Washington
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240604T080000
DTEND;TZID=America/New_York:20240606T170000
DTSTAMP:20260406T113015
CREATED:20240422T202619Z
LAST-MODIFIED:20240422T202619Z
UID:10000075-1717488000-1717693200@foundationsource.com
SUMMARY:Pershing INSITE-2024
DESCRIPTION:JUNE 4-6\, 2024  |  GAYLORD OPRYLAND RESORT AND CONVENTION CENTER | NASHVILLE\, TENNESSEE \nJOIN US IN NASHVILLE!\nMake meaningful connections with thousands of visionaries\, decision-makers\, influencers and the industry’s next generation. As an attendee\, you’ll have countless opportunities to expand your knowledge — and your network.  \nYou’ll leave Nashville ready to take your business to the next level. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/pershing-insite-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240611T130000
DTEND;TZID=America/New_York:20240611T140000
DTSTAMP:20260406T113015
CREATED:20240322T150024Z
LAST-MODIFIED:20240322T150024Z
UID:10000073-1718110800-1718114400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 11\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jun-11-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T100000
DTEND;TZID=America/New_York:20240613T163000
DTSTAMP:20260406T113015
CREATED:20240322T145235Z
LAST-MODIFIED:20240322T145235Z
UID:10000070-1718186400-1718296200@foundationsource.com
SUMMARY:ALIGN: Connecting the Family and the Family Business
DESCRIPTION:JUNE 12-13\, 2024 – CHICAGO\, IL \nFamily Business Magazine is proud to present ALIGN — its first annual conference for family offices and the families they represent. \nALIGN brings together family offices and family members to facilitate collaboration\, navigate family dynamics and promote unity and cohesion.  \nALIGN’s agenda offers strategies and a fresh perspective to ensure alignment with the family on important topics such as wealth management\, governance\, succession planning and the family legacy.  \nREGISTER NOW
URL:https://foundationsource.com/event/align-connecting-the-family-and-the-family-business/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T130000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20260406T113015
CREATED:20240605T185424Z
LAST-MODIFIED:20240625T130930Z
UID:10000081-1718888400-1718892000@foundationsource.com
SUMMARY:The 990-PF: How to Reap Savings and Avoid Pitfalls
DESCRIPTION:In this era of increased accessibility and public interest\, press\, researchers\, grant seekers\, and more may look at your 990-PF for information about your organization. However\, many tax practitioners remain unfamiliar with this highly specialized form\, which may subject your foundation to scrutiny if filled out incorrectly. \nJoin us on Thursday\, June 20th at 1 PM ET for a free webinar with Foundation Source’s Chief Legal Officer Jeffrey Haskell\, who will decode the nuances of the 990-PF form. From missed savings opportunities to common pitfalls\, the webinar will demystify the form and help you understand how to get the most from your giving. \nThis webinar is sponsored by Foundation Source and hosted by the Chronicle of Philanthropy. All content presented during the event is provided by Foundation Source. \nBy registering for the webinar\, you acknowledge that Foundation Source or the Chronicle of Philanthropy may contact you regarding their products and services. \n  \nGuest Speaker:\nJeffrey Haskell\nChief Legal Officer\nFoundationSource \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=7Hl3m5M_pww” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-990-pf-how-to-reap-savings-and-avoid-pitfalls/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240722T080000
DTEND;TZID=America/New_York:20240724T170000
DTSTAMP:20260406T113015
CREATED:20240422T203013Z
LAST-MODIFIED:20240422T203043Z
UID:10000076-1721635200-1721840400@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2024
DESCRIPTION:Newport Harbor Island Resort (formerly Gurney’s Newport)\, Newport\, RI \nAs Opal Group’s flagship event\, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions\, Newport\, RI attracts thousands of delegates each year. The voyage begins with our Morning Harbor Excursion\, where you’ll have the opportunity to connect with fellow delegates\, exchange ideas\, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days\, family offices\, private investors\, and investment managers navigate their way through the choppy waters of the past recession\, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing\, impact investing\, non-correlated assets\, and many more. Come join us this July– the forecast calls for fun\, networking\, and favorable prospects for preserving your family’s wealth. \nCONFERENCE FORMAT \nThis conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes\, but cannot pitch products. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240815T130000
DTEND;TZID=America/New_York:20240815T140000
DTSTAMP:20260406T113015
CREATED:20240724T195811Z
LAST-MODIFIED:20240821T231302Z
UID:10000082-1723726800-1723730400@foundationsource.com
SUMMARY:The Many Facets of Family Philanthropy
DESCRIPTION:How do different families approach their giving? Is there a single\, homogeneous model that works for everyone? You’re invited to join us for an enlightening conversation on the many facets of family philanthropy with subject matter experts Miki Akimoto and Elizabeth Wong. From discussing the ups and downs of family giving to defining who constitutes “family” in a foundation\, you’ll hear real-life examples of how today’s philanthropic families are navigating the highs\, and yes sometimes\, the lows of their charitable giving. \nIn this session\, we’ll also cover: \n\nAdapting best practices\nDefining what it means to participate\nRethinking who is eligible to participate\nCrafting invitations and strong onboarding practices for engaging in the family’s giving\nKey takeaways for common scenarios\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=E1fIx5Ag_zs” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-many-facets-of-family-philanthropy/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240911T090000
DTEND;TZID=America/New_York:20240911T170000
DTSTAMP:20260406T113015
CREATED:20240923T151852Z
LAST-MODIFIED:20240923T151852Z
UID:10000083-1726045200-1726074000@foundationsource.com
SUMMARY:TAGlocal: Chicago
DESCRIPTION:Impact House\nSeptember 11\, 2024\n200 W Madison St\, Chicago\, IL 60606\n9:00 AM – 5:00 PM \nMuseum of Illusions Chicago\n25 E Washington St\, Chicago\, IL 60602\n5:30 PM – 7:30 PM
URL:https://foundationsource.com/event/taglocal-chicago/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240915T080000
DTEND;TZID=America/New_York:20240918T170000
DTSTAMP:20260406T113015
CREATED:20240923T153345Z
LAST-MODIFIED:20240923T153345Z
UID:10000084-1726387200-1726678800@foundationsource.com
SUMMARY:FutureProof - 2024
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.
URL:https://foundationsource.com/event/futureproof-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T080000
DTEND;TZID=America/New_York:20240920T170000
DTSTAMP:20260406T113015
CREATED:20240422T203431Z
LAST-MODIFIED:20240422T203431Z
UID:10000077-1726646400-1726851600@foundationsource.com
SUMMARY:The 2024 National Forum on Family Philanthropy
DESCRIPTION:Loews Atlanta \nBold Choices Lead to Bold Change\nTo effectively address the world’s complex and urgent challenges\, it’s vital that philanthropic leaders embrace action-oriented decisions. Join the 2024 National Forum on Family Philanthropy to learn more about the best ways to make bold choices and implement them to generate significant and lasting change. \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/the-2024-national-forum-on-family-philanthropy/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240924T103000
DTEND;TZID=America/New_York:20240924T163000
DTSTAMP:20260406T113015
CREATED:20240923T154831Z
LAST-MODIFIED:20240923T154911Z
UID:10000085-1727173800-1727195400@foundationsource.com
SUMMARY:Lido Consulting - Ladies Tea & Legacy Awards
DESCRIPTION:Luxe Sunset Boulevard Hotel\n11461 Sunset Blvd\nLos Angeles\, CA 90049 \nJoin us for panel discussions led by influential women in business\, Legacy Awards ceremony honoring female trailblazers\, a delightful selection of tea and delectable treats\, unique networking and shopping opportunities. \n \n  \nREGISTER NOW
URL:https://foundationsource.com/event/lido-consulting-ladies-tea-legacy-awards/
CATEGORIES:Conferences
END:VEVENT
END:VCALENDAR