Foundation Source’s Offerings: Live Presentation – Jan 16, 2024
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
-
-
-
Foundation Source’s Offerings: Live Presentation – Jan 14, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
-
58th Annual Heckerling Institute on Estate Planning – 2024
The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all members of the estate planning team...
-
ICR Conference – 2024
We look forward to welcoming everyone to the ICR Conference 2024. Building off the momentum of the 25th Anniversary’s record...
-
-
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...
-
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...
-
-
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...
-
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...
-
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)...
-
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....
-
-
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...
-
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 /...
