Foundation Source

Foundation Source's Offerings: Live Presentation - Apr 9, 2024
2024-04-09 13:00 - 14:00 (America/New_York)
Join Us For a Live Presentation of Foundation Source’s Offerings
Support for philanthropists and their professional teams

Technology
Our tech platform was built with one thing in mind: more effective philanthropy.
MDR Tracking
Streamlined Grant Workflows
Extensive Reporting

Expertise
Let us join you on your philanthropic journey with the experience and tools you need to reach your goals.
Tax and Legal Specialists
Philanthropic Advisory
Advanced Grantmaking Support

Administration
Our tech-enabled solutions make giving – and having a foundation – easier.
Grant and Expense Processing
Compliance Monitoring
Tax Preparation and Filing

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Lido FOIS
2024-04-16 08:00 - 2024-04-18 17:00
Lido Consulting’s Annual Family Office Investment Symposium offers high-quality and exclusive networking and business development opportunities for sponsors and attendees alike.
This 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.
​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.
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Kansas City Estate Planning Symposium
2024-04-25 08:00 - 2024-04-26 17:00
Kansas City Estate Planning Symposium – In Person and Virtual Registration Options Available
4/25/2024 – 4/26/2024
KANSAS CITY ESTATE PLANNING SYMPOSIUM
Sponsored by the Kansas City Estate Planning Symposium in cooperation with the University of Missouri – Kansas City School of Law
Thursday and Friday, April 25-26, 2024 | Overland Park Convention Center | 6000 College Boulevard | Overland Park, Kansas
Presented live with in person and virtual registration options available. Full agenda can be accessed HERE!
The 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.
Who Should Attend?
The Kansas City Estate Planning Symposium is dedicated to producing an outstanding educational seminar for all members of your estate planning team.
The Symposium Will Be Useful For:

Estate Planning Attorneys
Business & Tax Attorneys
CPA’s
Trust Officers
Planned Giving Professionals
Financial Planners
Life Underwriters

Agenda & Continuing Education Credit:

Full agenda can be accessed HERE.
Earn up to 16.0 hours of continuing education credit. Click HERE for the current credit approval update!

Registration Fees:

$495.00 (two day conference with digital course materials) – virtual registration options are available
$445.00 (one day attendance with digital course materials) – in person attendance only

Lodging:
There 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.
Exhibitor And Sponsor Opportunities AVAILABLE!
Location: Overland Park Convention Center
6000 College Boulevard
Overland Park, KS 66211
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Philanthropy New York's 2023 Annual Meeting - From Possibility into Practice
2024-05-02 10:00 - 16:30
When:
Tuesday, May 2, 2023 – 10:00am to 4:30pm EDT
Where:
Philanthropy New York; 320 East 43rd Street; NYC 10017
Non-members:
This event is for members only.
Members:
Log in or create an account.
Private philanthropy is a transitional form. If we seek to support transformational work, then we ourselves must be open to transformation. – Farhad Ebrahimi
We 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.
Through 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.
As 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.”
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Tax Survival Guide: Expert Planning Tips & Strategies For Foundations
2024-05-09 13:00 - 14:00
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.
In this session, we’ll cover:
Key tax benefits associated with private foundations
YesPotential pitfalls and errors of the 990-PF
Common mistakes and the potential consequences
Presented by:

Jennifer Bruckman-Gorak, J.D,
Deputy Legal Officer
Foundation Source

Foundation Source's Offerings: Live Presentation - May 14, 2024
2024-05-14 13:00 - 14:00

Western Philanthropy Conference
2024-05-20 08:00 - 2024-05-21 17:00 | Hyatt Regency Lake Washington
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:

Current 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.
Diverse 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.
Networking 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.
Knowledge 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.
Professional Development: Enhance your understanding of complex issues in philanthropy and innovative approaches to problem solving.

See you at the Hyatt Regency Lake Washington.
REGISTER TO CONFERENCE

Pershing INSITE-2024
2024-06-04 08:00 - 2024-06-06 17:00
JUNE 4-6, 2024 | GAYLORD OPRYLAND RESORT AND CONVENTION CENTER | NASHVILLE, TENNESSEE
JOIN US IN NASHVILLE!
Make 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.
You’ll leave Nashville ready to take your business to the next level.
REGISTER TO CONFERENCE

Foundation Source's Offerings: Live Presentation - Jun 11, 2024
2024-06-11 13:00 - 14:00

ALIGN: Connecting the Family and the Family Business
2024-06-12 10:00 - 2024-06-13 16:30
JUNE 12-13, 2024 – CHICAGO, IL
Family Business Magazine is proud to present ALIGN — its first annual conference for family offices and the families they represent.
ALIGN brings together family offices and family members to facilitate collaboration, navigate family dynamics and promote unity and cohesion.
ALIGN’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.
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The 990-PF: How to Reap Savings and Avoid Pitfalls
2024-06-20 13:00 - 14:00
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.
Join 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.
This webinar is sponsored by Foundation Source and hosted by the Chronicle of Philanthropy. All content presented during the event is provided by Foundation Source.
By registering for the webinar, you acknowledge that Foundation Source or the Chronicle of Philanthropy may contact you regarding their products and services.

Guest Speaker:
Jeffrey Haskell
Chief Legal Officer
FoundationSource

Family Office & Private Wealth Management Forum 2024
2024-07-22 08:00 - 2024-07-24 17:00
Newport Harbor Island Resort (formerly Gurney’s Newport), Newport, RI
As 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.
CONFERENCE FORMAT
This 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.
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The Many Facets of Family Philanthropy
2024-08-15 13:00 - 14:00
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.
In this session, we’ll also cover:

Adapting best practices
Defining what it means to participate
Rethinking who is eligible to participate
Crafting invitations and strong onboarding practices for engaging in the family’s giving
Key takeaways for common scenarios

TAGlocal: Chicago
2024-09-11 09:00 - 17:00
Impact House
September 11, 2024
200 W Madison St, Chicago, IL 60606
9:00 AM – 5:00 PM
Museum of Illusions Chicago
25 E Washington St, Chicago, IL 60602
5:30 PM – 7:30 PM

FutureProof - 2024
2024-09-15 08:00 - 2024-09-18 17:00
Building the Modern Wealth Management Industry
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

The 2024 National Forum on Family Philanthropy
2024-09-18 08:00 - 2024-09-20 17:00
Loews Atlanta
Bold Choices Lead to Bold Change
To 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.
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Lido Consulting - Ladies Tea & Legacy Awards
2024-09-24 10:30 - 16:30
Luxe Sunset Boulevard Hotel
11461 Sunset Blvd
Los Angeles, CA 90049
Join 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.

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TAGlocal: New York City
2024-09-26 09:00 - 17:30
Carnegie Corporation
September 26, 2024
437 Madison Ave #31, New York, NY 10022
Open Reception
Valerie
45 W 45th St, New York, NY 10036
Open Reception registration is free and open to all Foundation, Nonprofit, and Partner/Provider staff regardless of TAG membership status.

Time
Description

9:00 – 9:30
Networking & Activity

9:30 – 10:00
Welcome Address

10:00 – 10:30
AI and Philanthropy: Where are We Now

10:30 – 12:30
Emerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)

12:30 – 1:45
Lunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)

1:45 – 2:00
Break

2:00 – 4:15
Managing Change in the Era of AI (Interactive Workshop)

4:15 – 4:45
Closing Remarks

5:30 – 7:30
Open Reception

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TAGlocal: Washington DC
2024-10-10 09:00 - 19:30
National Press Club
October 10, 2024
529 14th Street Northwest, Washington, DC 20045
Open Reception
Museum of Illusions Washington DC
927 H St NW, Washington, DC 20001
Open Reception registration is free and open to all Foundation, Nonprofit, and Partner/Provider staff regardless of TAG membership status.
Agenda-at-a-Glance

Time
Description

9:00 – 9:30
Networking & Activity

9:30 – 10:00
Welcome Address

10:00 – 10:30
AI and Philanthropy: Where are We Now

10:30 – 12:30
Emerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)

12:30 – 1:45
Lunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)

1:45 – 2:00
Break

2:00 – 4:15
Managing Change in the Era of AI (Interactive Workshop)

4:15 – 4:45
Closing Remarks

5:30 – 7:30
Open Reception

REGISTER NOW

2024 Forbes | SHOOK Top Advisor Summit
2024-10-14 08:00 - 2024-10-17 17:00
#ForbesSHOOKTopAdvisor
October 14-17, 2024
Encore at Wynn, Las Vegas
3131 Las Vegas Blvd. S., Las Vegas, NV
Oct. 14: Pre-Party
Oct. 15: Opening Sessions
SHOOK® Best Idea Competition, presented by PGIM
Gala Dinner
Oct. 16: Sessions
Cocktails
Dine-Arounds with Firms & Partners
Oct. 17: Sessions Conclude at 11am

Top Advisors & RIAs
Sample Sessions:

CE Credits Available
“The Group of 8” R.J. Shook
Building the Team of the Future
Market Outlook: Investing with Caution and Courage
Team Structures and Compensation
SHOOK Ones – Best Ideas from America’s Top Advisors
Investing Ideas from Industry Experts
The Future of Our Practices
Opportunities in Alternative Markets
and much more…

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PSW 76th Annual Conference
2024-10-15 08:00 - 2024-10-18 17:00
Philanthropy Southwest’s 76th Annual Conference
As the nation’s oldest philanthropy-serving organization, PSW looks forward to welcoming leaders in the field of philanthropy at our 76th Annual Conference, October 15-18 in Santa Fe, New Mexico.
The 2024 Annual Conference theme is Unity in Action. PSW exists to foster collaboration in the Southwestern philanthropic sector, and the Annual Conference serves as a platform to showcase the impact of our collective action.
This year’s conference will focus on the following six tracks:
Tribal Philanthropy
Finance, Government & Law
Grantmaking Practice Areas
Innovations in Philanthropy
Racial Equity
Rural Philanthropy
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DAF Giving Summit 2024
2024-10-16 08:00 - 2024-10-18 17:00
Reimagine Philanthropy
Join us in Nashville with the community of thought leaders, changemakers, and technologies shaping the future of donor advised funds.
October 16-18, 2024
Ignite your passion for philanthropy, expand your network, and explore vibrant Nashville, Tennessee. Join us at the annual conference where ideas meet action and where the charitable giving industry’s brightest minds come together to shape the future.
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Charitable Giving - Exclusive Webinar
2024-10-23 14:00 - 15:00
We are excited to invite you to an exclusive webinar from Foundation Source and SEI focused on the unique challenges and opportunities associated with charitable giving for ultra-high-net-worth (UHNW) families.
Summary
Join a conversation brought to you by SEI, in partnership with Foundation Source, where our panel of experts will discuss how to develop a philanthropic strategy that not only benefits your chosen causes but also helps align your family’s values and long-term goals.
Topics to be covered include:
Defining and achieving your family’s philanthropic vision
Building a governance structure that draws your family together
Maximizing the impact of your giving through strategic grantmaking
This webinar is designed for families who are committed to making a meaningful difference and want to ensure their giving is both impactful and sustainable.
Speakers:

Kelley Wolfington
Senior Wealth Strategist, SEI Private Wealth Management
For more than 20 years, Kelley has provided estate, philanthropy, tax, and succession planning advice to ultra-high-net-worth and high-net-worth clients.

Robyn Calisti Hullihan
Senior Philanthropic Director, Foundation Source
With 30 years of experience in the charitable giving sector, Robyn helps clients accomplish their philanthropic goals through a variety of methods, including research, strategic planning, grantmaking and evaluations, governance, and family engagement.
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TAGlocal: San Francisco
2024-10-24 09:00 - 19:30
ClimateWorks Foundation
October 24, 2024
235 Montgomery St, San Francisco, CA 94104
Open Reception
Sens Restaurant
4 The Embarcadero, San Francisco, CA 94111
Open Reception registration is free and open to all Foundation, Nonprofit, and Partner/Provider staff regardless of TAG membership status.

Time
Description

9:00 – 9:30
Networking & Activity

9:30 – 10:00
Welcome Address

10:00 – 10:30
AI and Philanthropy: Where are We Now

10:30 – 12:30
Emerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)

12:30 – 1:45
Lunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)

1:45 – 2:00
Break

2:00 – 4:15
Managing Change in the Era of AI (Interactive Workshop)

4:15 – 4:45
Closing Remarks

5:30 – 7:30
Open Reception

REGISTER NOW

Philanthropy SOUTHEAST - 2024 Conference
2024-11-13 08:00 - 2024-11-15 17:00
Being held in Nashville, TN.
In 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.
But 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.
REGISTER NOW

Exponent Philanthropy - 2024 Annual Conference
2024-11-14 08:00 - 2024-11-16 17:00
Held in Austin, Texas on November 14-16, 2024, this event is designed for and by lean funders—those who give with few or no staff. Here, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate.
At the conference, you’ll find sessions that share the how-tos of catalytic and equity-centered practices as well as the fundamentals of foundation management that make work like this possible!
REGISTER TO CONFERENCE

FOTechHub - Family Office Tech & Ops - 2nd Annual Conference
2024-11-19 10:30 - 2024-11-20 16:00
Join the leading virtual technology and operations conference for family offices
FOTechHub (formerly MyFOTech) is your trusted platform for events, news, and unbiased insight on family office technology and operations, bringing family offices together to learn and connect.
With our specialized focus and inclusive network, we offer a broad market view, connecting you to top experts and cutting-edge firms.
Our transparent, conflict-free model ensures impartial information, separating education from sales and marketing.
REGISTER NOW

ICR Conference 2025
2025-01-13 08:00 - 2025-01-15 17:00
Each year, we bring together hundreds of public and private company management teams, institutional investors, sell-side research analysts, investment bankers, private equity professionals and select media to better understand consumer trends and public company prospects as the year begins.
January 12 – 14, 2025

Heckerling Institute on Estate Planning - 59th Annual
2025-01-13 08:00 - 2025-01-17 17:00
The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys, accountants, trust officers, charitable giving professionals, wealth management professionals, and nonprofit advisors.
January 13-17 2025 | Orlando World Center Marriott

OneVoice 2025
2025-01-27 08:00 - 2025-01-29 17:00
Together we’ll explore innovative ways to build businesses through intentional scaling and a shared vision of sustainable growth. The future of business and work is changing rapidly, and leveling up helps your firm move the needle and maximize results. At this Annual Kickoff, we’ll harness our collective strengths, formulate solutions, and prepare for what’s ahead. Join us for insightful sessions focused on enhancing your capabilities, distinguishing your business in the marketplace, embracing continuous change and fostering optimism.
At OneVoice 2025, you can expect to:

Gain industry-shaping insights from expert speakers
Engage in targeted discussions with peers
Reconnect with colleagues and build new relationships
Discover tools and technologies to elevate your business
Experience the power of unity as we shape the future of our industry

January 27 – 29, 2025 | Gaylord Texan Resort & Convention Center
