Foundation Source Demo – Dec 12, 2023
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...
12 events found.
Events
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Making an Impact: Prioritize, Measure, Maximize
This time of year sees the highest level of donations, communications and time spent between donors and the organizations they...
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Foundation Source Demo – Nov 14, 2023
Join Us For a Live Demo of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our tech...
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Philanthropy Southeast 2023 Annual Meeting
Taking place November 8-10 in Montgomery, Alabama, this year's Annual Meeting is focused on our shared commitment to the communities...
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Tiburon CEO Summit XLV – Track I: Investment Management: Comprehensive Financial Planning
Track I: Investment Management: Comprehensive Financial Planning 8:00am-9:00am: CEO Roundtable Discussions i. Comprehensive Financial Planning ii. Exchange Traded Funds (ETFs)...
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TAG Annual Conference 2023 in Nashville
Mark your calendars for November 6-9, 2023 in Nashville, TN and join us for the #philanthropytech event of the year....
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Managing Risk in Private Foundations: Compliance Fundamentals
Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these...
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Helping Clients Get Charitable Giving Right – FPA 2023 Fall Symposium
Jeff and Steve will explore three key types of giving vehicles: private foundations, donor-advised funds, and charitable remainder trusts /...
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Donor Advised Funds vs. Private Foundations
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile...
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Schwab Impact 2023
Strength in numbers. We couldn’t be more thrilled to welcome everyone back to IMPACT! After such a fun and successful...
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Foundation Source Demo – Oct 18, 2023
Join Us for a Live Demo of the Foundation Source platform! One platform for your Foundation Management and Grants Management...
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Philanthropy Southwest – 75th Annual Conference
WHEN: Tuesday, October 17, 2023 - 5:00pm to Friday, October 20, 2023 - 8:00am CDT WHERE: Hyatt Lost Pines Resort...
