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DTSTART;TZID=America/New_York:20240722T080000
DTEND;TZID=America/New_York:20240724T170000
DTSTAMP:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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:20260406T150027
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250127T080000
DTEND;TZID=America/New_York:20250129T170000
DTSTAMP:20260406T150027
CREATED:20250218T213938Z
LAST-MODIFIED:20250218T213938Z
UID:10000096-1737964800-1738170000@foundationsource.com
SUMMARY:OneVoice 2025
DESCRIPTION: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. \nAt OneVoice 2025\, you can expect to: \n\nGain industry-shaping insights from expert speakers\nEngage in targeted discussions with peers\nReconnect with colleagues and build new relationships\nDiscover tools and technologies to elevate your business\nExperience the power of unity as we shape the future of our industry\n\nJanuary 27 – 29\, 2025  | Gaylord Texan Resort & Convention Center
URL:https://foundationsource.com/event/onevoice-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250211T130000
DTEND;TZID=America/New_York:20250211T140000
DTSTAMP:20260406T150027
CREATED:20250218T222158Z
LAST-MODIFIED:20250218T223658Z
UID:10000102-1739278800-1739282400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 11\, 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-feb-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250219T080000
DTEND;TZID=America/New_York:20250221T170000
DTSTAMP:20260406T150027
CREATED:20250218T214430Z
LAST-MODIFIED:20250218T214534Z
UID:10000097-1739952000-1740157200@foundationsource.com
SUMMARY:Redeeming Money 2025
DESCRIPTION:Presented by King Advisors. \nExperience Transformation at the Premier Gathering of the Christian Financial Industry \n\nFind life-giving community with other Christian financial professionals.\nCultivate growth through inspiring speakers and powerful worship.\nReorient your heart toward God and money.\nLearn to integrate faith into every aspect of your work and life.\nRefocus on your kingdom purpose as a financial advisor.\nDiscover new industry opportunities and resources.\n\nREGISTER NOW
URL:https://foundationsource.com/event/redeeming-money-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T130000
DTEND;TZID=America/New_York:20250311T140000
DTSTAMP:20260406T150027
CREATED:20250218T222452Z
LAST-MODIFIED:20250218T223603Z
UID:10000103-1741698000-1741701600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 11\, 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-mar-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20260406T150027
CREATED:20250319T111018Z
LAST-MODIFIED:20250321T111800Z
UID:10000113-1742389200-1742392800@foundationsource.com
SUMMARY:Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations
DESCRIPTION:When disasters such as the recent southern California wildfires and other crises strike\, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster relief\, private foundations can also provide hardship assistance grants\, scholarship grants\, awards\, and even prizes. Regardless of what type of grants to individuals a foundation may choose to make\, certain procedures must be followed to remain compliant with IRS rules. Join our Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to individuals. \nSome of the topics covered will include: \nSome of the topics covered will include:  \n\nWhy would a private foundation want to make grants to individuals?\nWhen is IRS approval needed and what’s at stake when a private foundation doesn’t comply with applicable IRS rules for grants to individuals?\nThe IRS requirements applicable to grants to individuals (other than possible advance approval).\nTypes of grants to individuals and special requirements for each (scholarships/emergency/financial hardship/prizes and awards).\nSpecial rules for employer-sponsored disaster relief and employer-related scholarships.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval \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=Hlw3k4ipqt0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/exploring-grants-to-individuals-clearing-up-misconceptions-and-compliance-considerations-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250321T130000
DTEND;TZID=America/New_York:20250321T140000
DTSTAMP:20260406T150027
CREATED:20250321T112558Z
LAST-MODIFIED:20250618T125016Z
UID:10000114-1742562000-1742565600@foundationsource.com
SUMMARY:From Fundamentals to Compliance: Exploring The Best Practices of a “Well-Run” Foundation
DESCRIPTION:Wondering what the secrets to success are for “well-run” foundations? It starts with following some best practices in two key areas: establishing the fundamentals and expense compliance. Join our in-house experts Kimberly Scott and Jeannea Varrichio who will share their unique insights and examples that have served our private foundation clients well. \nKey takeaways from this discussion include: \nEstablishing the Fundamentals\n\nGovernance\nDocumentation\nSuccession Planning\nNextGen Engagement\n\nExpense Compliance\n\nCompensation\nBoard Meetings\nDirect Charitable Activities\nConducting Site Visits\n\n\nMeet out Speakers: \nKimberly Scott \nSenior Director of Client Services \nKimberly Scott\, Senior Director of Client Services\, has over 20 years of experience working with philanthropic organizations. Prior to joining Foundation Source in 2008\, she worked with SunTrust Bank as a Portfolio Specialist and Credit Analyst focusing mainly on public charities. She has served on various boards for organizations focusing on financial literacy\, arts appreciation and health/wellness. In addition to overseeing a client services team\, Kimberly also manages the departmental training program\, Client Services University. Kimberly has a B.A. in Psychology with a minor in Management and Organization from Spelman College. She earned her M.B.A. from the University of Georgia with an additional certification in Non-Profit Management. Kimberly currently resides in Atlanta\, GA and is an avid tennis player and a travel enthusiast. \nJeannea Varrichio \nNational Director of Legal Services \nJeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including\, grants to individuals\, program-related investing\, international grantmaking\, scholarship and award programs\, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing\, excess business holding\, jeopardizing investment\, and taxable expenditure rules. Jeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source\, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University\, where she was an editor for The Hofstra Labor and Employment Law Journal. \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=5rNDITtsnYo” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/from-fundamentals-to-compliance-exploring-the-best-practices-of-a-well-run-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T130000
DTEND;TZID=America/New_York:20250408T140000
DTSTAMP:20260406T150027
CREATED:20250218T222905Z
LAST-MODIFIED:20250218T223503Z
UID:10000104-1744117200-1744120800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 8\, 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-apr-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250409T090000
DTEND;TZID=America/New_York:20250410T170000
DTSTAMP:20260406T150027
CREATED:20250218T215818Z
LAST-MODIFIED:20250414T040850Z
UID:10000099-1744189200-1744304400@foundationsource.com
SUMMARY:Envestnet Elevate 2025
DESCRIPTION:Envestnet Elevate is our annual pinnacle event that provides insights\, training\, and networking opportunities to help elevate your practice. \nOur mission has always been clear: we’re all in on supporting advisors and their clients through technology\, solutions\, and insights. We’re fully committed to building and innovating to bring you the most integrated wealth management technology available. This year\, we invite our clients and partners to ask: what do you need to go all in? \nREGISTER NOW
URL:https://foundationsource.com/event/envestnet-elevate-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250421T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20260406T150027
CREATED:20250218T215036Z
LAST-MODIFIED:20250414T041102Z
UID:10000098-1745222400-1745427600@foundationsource.com
SUMMARY:Financial Advisor 10th Annual Invest In Women - April 21 - 23rd 2025
DESCRIPTION:Invest In Women returns in 2025\, offering a unique platform for sponsors to engage with leading Financial Advisors dedicated to serving female clients. Join us in Boston April 21-23\, 2025 at the Omni Boston Hotel at the Seaport. \nInvest In Women Isn’t just an industry-leading conference; it’s a commitment to serving the unique needs of female clients. Join us for unparalleled networking\, actionable insights\, and thought-provoking discussions led by industry experts as we shape the future of financial advising and champion the needs of female clients.   \nThis inclusive event welcomes all to participate in driving excellence and innovation in the financial industry. \nDon’t miss your chance to be part of this transformative experience. \nREGISTER NOW
URL:https://foundationsource.com/event/10th-annual-invest-in-women-april-21-23rd-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250422T152500
DTEND;TZID=America/New_York:20250422T161500
DTSTAMP:20260406T150027
CREATED:20250402T084132Z
LAST-MODIFIED:20250402T084257Z
UID:10000115-1745335500-1745338500@foundationsource.com
SUMMARY:How Advisors Can Increase Charitable Impact
DESCRIPTION:It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values\, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss: \n\nA range of philanthropic services to help clients drive impact\nLearnings and best practices from advisors\nWays to undertake your own charitable activities\nHow the Invest in Others foundation brings philanthropy and volunteerism into the finance industry\n\nModerator: Hannah Shaw Grove – CMO\, Foundation Source \nSpeakers:\nLaura T. Godine\, JD\, AEP®\, CAP® – Partner\, Wealth Strategist & Regional Director of Wealth Planning\nCori Oliver – Director\, Charitable Consulting\, DAFgiving360™\nClara Sierra – Senior Director\, Global Sales\, Moody’s\, Executive Board Member\, Invest In Others Charitable Foundation \n \nREGISTER NOW
URL:https://foundationsource.com/event/how-advisors-can-increase-charitable-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250423T170000
DTSTAMP:20260406T150027
CREATED:20250414T042044Z
LAST-MODIFIED:20250414T042044Z
UID:10000116-1745395200-1745427600@foundationsource.com
SUMMARY:The Private Foundation Summit 2025
DESCRIPTION:Location: The Mayflower Hotel\, 1127 Connecticut Ave NW\, Washington DC \nThe Private Foundation Summit (PFS) will once again be hosted by Georgetown Law in 2025. Founded in Seattle in 2009 and offered for many years by the AICPA\, PFS continues to offer the same great programming in a new location. \nThe PFS provides an opportunity to network and get front-row access to attorneys\, CPAs\, and other private advisors as they delve into the tax and legal intricacies of private foundations. \nThis year’s program will include breakout sessions on the challenges of different grants and gifting methods\, as well as global operational considerations for private foundations\, and facilitated lunchtime opportunities to “ask the experts.”\n \nREGISTER NOW
URL:https://foundationsource.com/event/the-private-foundation-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20260406T150027
CREATED:20250414T042726Z
LAST-MODIFIED:20250414T042811Z
UID:10000117-1745395200-1745600400@foundationsource.com
SUMMARY:Beacon\, The Innovators Roundtable
DESCRIPTION:Beacon\, The Innovators Roundtable \nLocation and Hotel:\nSavannah\, Georgia at the JW Marriott Savannah Plant Riverside District \nIdeal Wealth Firm Attendees\nPractice Management and Advisor Desktop Leaders at Wealth Firms \nDescription\nEncouraging Practice Management and Desktop Technology Leaders to explore the art of the possible\, helping Advisors better serve their customers. \nPartner Focus\nCRM\, Advisor Tools\, Productivity\, and Communication. \nFormat\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-innovators-roundtable/
CATEGORIES:Speaking Engagements
END:VEVENT
END:VCALENDAR