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DTSTART;TZID=America/New_York:20240407T080000
DTEND;TZID=America/New_York:20240410T170000
DTSTAMP:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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:20260408T060917
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240926T090000
DTEND;TZID=America/New_York:20240926T173000
DTSTAMP:20260408T060917
CREATED:20240923T160220Z
LAST-MODIFIED:20240923T160220Z
UID:10000086-1727341200-1727371800@foundationsource.com
SUMMARY:TAGlocal: New York City
DESCRIPTION:Carnegie Corporation\nSeptember 26\, 2024\n437 Madison Ave #31\, New York\, NY 10022 \nOpen Reception \nValerie\n45 W 45th St\, New York\, NY 10036 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \n \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-new-york-city/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241010T090000
DTEND;TZID=America/New_York:20241010T193000
DTSTAMP:20260408T060917
CREATED:20240923T181930Z
LAST-MODIFIED:20240925T100656Z
UID:10000087-1728550800-1728588600@foundationsource.com
SUMMARY:TAGlocal: Washington DC
DESCRIPTION:National Press Club\nOctober 10\, 2024\n529 14th Street Northwest\, Washington\, DC 20045 \nOpen Reception \nMuseum of Illusions Washington DC\n927 H St NW\, Washington\, DC 20001 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \nAgenda-at-a-Glance\n  \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-washington-dc/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241014T080000
DTEND;TZID=America/New_York:20241017T170000
DTSTAMP:20260408T060917
CREATED:20240923T182656Z
LAST-MODIFIED:20240923T182656Z
UID:10000088-1728892800-1729184400@foundationsource.com
SUMMARY:2024 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:#ForbesSHOOKTopAdvisor \nOctober 14-17\, 2024 \nEncore at Wynn\, Las Vegas\n3131 Las Vegas Blvd. S.\, Las Vegas\, NV \nOct. 14: Pre-Party \nOct. 15: Opening Sessions\nSHOOK® Best Idea Competition\, presented by PGIM\nGala Dinner \nOct. 16: Sessions\nCocktails\nDine-Arounds with Firms & Partners \nOct. 17: Sessions Conclude at 11am \n\nTop Advisors & RIAs\nSample Sessions: \n\nCE Credits Available\n“The Group of 8” R.J. Shook\nBuilding the Team of the Future\nMarket Outlook: Investing with Caution and Courage\nTeam Structures and Compensation\nSHOOK Ones – Best Ideas from America’s Top Advisors\nInvesting Ideas from Industry Experts\nThe Future of Our Practices\nOpportunities in Alternative Markets\nand much more…\n\nREGISTER NOW
URL:https://foundationsource.com/event/2024-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241015T080000
DTEND;TZID=America/New_York:20241018T170000
DTSTAMP:20260408T060917
CREATED:20240423T152716Z
LAST-MODIFIED:20240423T153132Z
UID:10000078-1728979200-1729270800@foundationsource.com
SUMMARY:PSW 76th Annual Conference
DESCRIPTION:Philanthropy Southwest’s 76th Annual Conference\nAs 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.  \nThe 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. \nThis year’s conference will focus on the following six tracks: \nTribal Philanthropy\nFinance\, Government & Law\nGrantmaking Practice Areas\nInnovations in Philanthropy\nRacial Equity\nRural Philanthropy \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/psw-76th-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241016T080000
DTEND;TZID=America/New_York:20241018T170000
DTSTAMP:20260408T060917
CREATED:20240923T183601Z
LAST-MODIFIED:20240923T183711Z
UID:10000089-1729065600-1729270800@foundationsource.com
SUMMARY:DAF Giving Summit 2024
DESCRIPTION:Reimagine Philanthropy\nJoin us in Nashville with the community of thought leaders\, changemakers\, and technologies shaping the future of donor advised funds. \nOctober 16-18\, 2024 \nIgnite 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. \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit-2024/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241023T140000
DTEND;TZID=America/New_York:20241023T150000
DTSTAMP:20260408T060917
CREATED:20240923T191943Z
LAST-MODIFIED:20240923T192030Z
UID:10000093-1729692000-1729695600@foundationsource.com
SUMMARY:Charitable Giving - Exclusive Webinar
DESCRIPTION: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. \nSummary\nJoin 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.  \nTopics to be covered include: \nDefining and achieving your family’s philanthropic vision\nBuilding a governance structure that draws your family together\nMaximizing the impact of your giving through strategic grantmaking \nThis webinar is designed for families who are committed to making a meaningful difference and want to ensure their giving is both impactful and sustainable. \nSpeakers: \n\nKelley Wolfington\nSenior Wealth Strategist\, SEI Private Wealth Management \nFor more than 20 years\, Kelley has provided estate\, philanthropy\, tax\, and succession planning advice to ultra-high-net-worth and high-net-worth clients. \n\nRobyn Calisti Hullihan\nSenior Philanthropic Director\, Foundation Source \nWith 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. \nREGISTER NOW
URL:https://foundationsource.com/event/charitable-giving-exclusive-webinar/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241024T090000
DTEND;TZID=America/New_York:20241024T193000
DTSTAMP:20260408T060917
CREATED:20240923T184157Z
LAST-MODIFIED:20240923T184157Z
UID:10000090-1729760400-1729798200@foundationsource.com
SUMMARY:TAGlocal: San Francisco
DESCRIPTION:ClimateWorks Foundation\nOctober 24\, 2024\n235 Montgomery St\, San Francisco\, CA 94104 \nOpen Reception \nSens Restaurant\n4  The Embarcadero\,  San Francisco\, CA  94111 \nOpen Reception registration is free and open to all Foundation\, Nonprofit\, and Partner/Provider staff regardless of TAG membership status. \n\n\n\nTime\nDescription\n\n\n\n\n9:00 – 9:30\nNetworking & Activity\n\n\n9:30 – 10:00\nWelcome Address\n\n\n10:00 – 10:30\nAI and Philanthropy: Where are We Now\n\n\n10:30 – 12:30\nEmerging Best Practices in Investing in AI-enabled Change (Peer Case Studies)\n\n\n12:30 – 1:45\nLunch and Learn: Creating the Conditions for Impactful Change (Panel Discussion)\n\n\n1:45 – 2:00\nBreak\n\n\n2:00 – 4:15\nManaging Change in the Era of AI (Interactive Workshop)\n\n\n4:15 – 4:45\nClosing Remarks\n\n\n5:30 – 7:30\nOpen Reception\n\n\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/taglocal-san-francisco/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T080000
DTEND;TZID=America/New_York:20241115T170000
DTSTAMP:20260408T060917
CREATED:20240923T184634Z
LAST-MODIFIED:20240923T184834Z
UID:10000091-1731484800-1731690000@foundationsource.com
SUMMARY:Philanthropy SOUTHEAST - 2024 Conference
DESCRIPTION:Being held in Nashville\, TN.  \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. \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southeast-2024-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241114T080000
DTEND;TZID=America/New_York:20241116T170000
DTSTAMP:20260408T060917
CREATED:20240423T153106Z
LAST-MODIFIED:20240923T181514Z
UID:10000080-1731571200-1731776400@foundationsource.com
SUMMARY:Exponent Philanthropy - 2024 Annual Conference
DESCRIPTION: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. \nAt 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! \nREGISTER TO CONFERENCE
URL:https://foundationsource.com/event/exponent-philanthropy-2024-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T103000
DTEND;TZID=America/New_York:20241120T160000
DTSTAMP:20260408T060917
CREATED:20240923T185202Z
LAST-MODIFIED:20240923T185236Z
UID:10000092-1732012200-1732118400@foundationsource.com
SUMMARY:FOTechHub - Family Office Tech & Ops - 2nd Annual Conference
DESCRIPTION:Join the leading virtual technology and operations conference for family offices \nFOTechHub (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.  \nWith our specialized focus and inclusive network\, we offer a broad market view\, connecting you to top experts and cutting-edge firms. \nOur transparent\, conflict-free model ensures impartial information\, separating education from sales and marketing. \nREGISTER NOW
URL:https://foundationsource.com/event/fotechhub-family-office-tech-ops-2nd-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250115T170000
DTSTAMP:20260408T060917
CREATED:20250218T213456Z
LAST-MODIFIED:20250218T213532Z
UID:10000095-1736755200-1736960400@foundationsource.com
SUMMARY:ICR Conference 2025
DESCRIPTION: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. \nJanuary 12 – 14\, 2025
URL:https://foundationsource.com/event/icr-conference-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250113T080000
DTEND;TZID=America/New_York:20250117T170000
DTSTAMP:20260408T060917
CREATED:20250218T212907Z
LAST-MODIFIED:20250218T213121Z
UID:10000094-1736755200-1737133200@foundationsource.com
SUMMARY:Heckerling Institute on Estate Planning - 59th Annual
DESCRIPTION: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. \nJanuary 13-17 2025 | Orlando World Center Marriott
URL:https://foundationsource.com/event/heckerling-institute-on-estate-planning-59th-annual/
CATEGORIES:Conferences
END:VEVENT
END:VCALENDAR