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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T130000
DTEND;TZID=America/New_York:20231018T140000
DTSTAMP:20260417T132358
CREATED:20230927T174323Z
LAST-MODIFIED:20231020T094624Z
UID:10000051-1697634000-1697637600@foundationsource.com
SUMMARY:Foundation Source Demo - Oct 18\, 2023
DESCRIPTION:Join Us for a Live Demo of the Foundation Source platform! \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \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=BmnZCqLWPOY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/foundation-source-demo-oct-18-2023/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231017T170000
DTEND;TZID=America/Chicago:20231020T080000
DTSTAMP:20260417T132358
CREATED:20230919T184529Z
LAST-MODIFIED:20230919T184900Z
UID:10000045-1697562000-1697788800@foundationsource.com
SUMMARY:Philanthropy Southwest - 75th Annual Conference
DESCRIPTION:WHEN:\nTuesday\, October 17\, 2023 – 5:00pm to Friday\, October 20\, 2023 – 8:00am CDT \nWHERE:\nHyatt Lost Pines Resort\n575 Hyatt Lost Pines Road\, Lost Pines\, Texas\, United States\, 78612 \nREGISTER NOW
URL:https://foundationsource.com/event/philanthropy-southwest-75th-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231017T130000
DTEND;TZID=America/New_York:20231017T140000
DTSTAMP:20260417T132358
CREATED:20231002T061122Z
LAST-MODIFIED:20231020T083340Z
UID:10000054-1697547600-1697551200@foundationsource.com
SUMMARY:Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
DESCRIPTION:One of the many benefits of having a private foundation is that it lives in perpetuity\, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation\, foundations can be an “estate plan in action\,” helping provide a mechanism for families to cement their goals\, collaborate to effect change and strengthen their legacy. Join one of the leading experts on private foundations to: \n\nTake a deep dive into the pivotal stages of a private foundation’s lifecycle\nUnderstand the key legal and operational considerations when starting\, and operating a private foundation\nGet insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nJeffrey D. Haskell\nChief Legal Officer\nFoundation Source \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \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=q4IkC_Q3db4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/pivotal-philanthropic-stages-a-look-at-the-lifecycle-of-a-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231017T080000
DTEND;TZID=America/New_York:20231019T170000
DTSTAMP:20260417T132358
CREATED:20230919T185346Z
LAST-MODIFIED:20230919T185346Z
UID:10000046-1697529600-1697734800@foundationsource.com
SUMMARY:Exponent Philanthropy - 2023 Annual Conference
DESCRIPTION:Join your peers in lean philanthropy for 3 days of knowledge sharing\, skill building\, and connections—in Baltimore October 17-19! \nThis 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 NOW
URL:https://foundationsource.com/event/exponent-philanthropy-2023-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231004T094500
DTEND;TZID=America/New_York:20231004T230000
DTSTAMP:20260417T132358
CREATED:20231004T043442Z
LAST-MODIFIED:20231004T043452Z
UID:10000055-1696412700-1696460400@foundationsource.com
SUMMARY:Donor-advised funds’ expanding impact: Private foundation rollovers
DESCRIPTION:DAFs continue to play a critical role in driving the dedication of private wealth resources to charitable organizations and are being put to active use in fueling the budget of a growing number of charities. With the rising awareness of the benefits DAFs offer\, a new constituency has emerged – private foundations that seek to roll over to a DAF structure and shutter their foundation. Join our panelists as they speak to this growing trend with a special focus on the gaps preventing the DAF industry from offering a best-in-class service model to private foundation conversions today. \nLed by:\nSunil Garga\nAdvisory Board Member\nFoundation Source \nDonald J. Greene\nManaging Director\nBank of America Charitable Gift Fund \nSee DAF Giving Summit Agenda Here
URL:https://foundationsource.com/event/donor-advised-funds-expanding-impact-private-foundation-rollovers/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231002
DTEND;VALUE=DATE:20231006
DTSTAMP:20260417T132358
CREATED:20230919T183149Z
LAST-MODIFIED:20230919T183325Z
UID:10000044-1696204800-1696550399@foundationsource.com
SUMMARY:2023 Forbes/SHOOK Top Advisor Summit
DESCRIPTION:Encore at Wynn\, Las Vegas\n3131 Las Vegas Blvd.\, Las Vegas\, NV \nOct. 2: Pre-Party\nOct. 3: Pre-Conference Sessions\, Best Idea Competition\, Dinner Gala\nOct. 4: Sessions\, Dine-Arounds with Partners\nOct. 5: Sessions Conclude at 11am \nTHE ONLY INDUSTRY EVENT THAT HAS SOLD OUT EVERY YEAR \nREGISTER NOW
URL:https://foundationsource.com/event/2023-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T130000
DTEND;TZID=America/New_York:20230927T140000
DTSTAMP:20260417T132358
CREATED:20230830T151400Z
LAST-MODIFIED:20230928T135811Z
UID:10000042-1695819600-1695823200@foundationsource.com
SUMMARY:3 Trends in Philanthropy: Thriving Thru Transitions\, Technology and Teamwork
DESCRIPTION:The only constant is change and philanthropy continues to see its fair share of emerging trends that are impacting giving. But what are the trends that philanthropists and their professional teams are currently implementing and are they finding these to be viable ways to maximize their charitable giving? Join our Head of Philanthropic Advisory Services Elizabeth Wong and Senior Philanthropic Director Robyn Hullihan for a thought-provoking discussion on timely topics including: \n\nThe next-generation transitions that are happening and how their new perspectives are reshaping leadership.\nThe wide range of giving approaches and the creative ways private foundations are leveraging their individuality to make a difference.\nThe need to lean into technology to help create efficiencies for foundation leaders who are often stretched thin.\n\nPresented by:\nElizabeth Wong\, Head of Philanthropic Advisory Services\, Foundation Source and\nRobyn Hullihan\, Senior Philanthropic Director\, Foundation 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=bhYVUrI4U6o” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/3-trends-in-philanthropy-thriving-thru-transitions-technology-and-teamwork/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T140000
DTEND;TZID=America/New_York:20230919T150000
DTSTAMP:20260417T132358
CREATED:20230630T153422Z
LAST-MODIFIED:20230630T153422Z
UID:10000041-1695132000-1695135600@foundationsource.com
SUMMARY:Take the Wheel with Impactfully - Sep 19\, 2023
DESCRIPTION:Join Us for a Live Demo of Impactfully \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \nREGISTER NOW
URL:https://foundationsource.com/event/take-the-wheel-with-impactfully-sep-19-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230829T140000
DTEND;TZID=America/New_York:20230829T150000
DTSTAMP:20260417T132358
CREATED:20230630T153212Z
LAST-MODIFIED:20230630T153212Z
UID:10000040-1693317600-1693321200@foundationsource.com
SUMMARY:Take the Wheel with Impactfully - Aug 29\, 2023
DESCRIPTION:Join Us for a Live Demo of Impactfully \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \nREGISTER NOW
URL:https://foundationsource.com/event/take-the-wheel-with-impactfully-aug-29-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230725T140000
DTEND;TZID=America/New_York:20230725T150000
DTSTAMP:20260417T132358
CREATED:20230630T152859Z
LAST-MODIFIED:20230630T152859Z
UID:10000039-1690293600-1690297200@foundationsource.com
SUMMARY:Take the Wheel with Impactfully - July 25\, 2023
DESCRIPTION:Join Us for a Live Demo of Impactfully \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \nREGISTER NOW
URL:https://foundationsource.com/event/take-the-wheel-with-impactfully-july-25-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230620T080000
DTEND;TZID=America/New_York:20230620T170000
DTSTAMP:20260417T132358
CREATED:20230222T121320Z
LAST-MODIFIED:20230222T121335Z
UID:10000029-1687248000-1687280400@foundationsource.com
SUMMARY:EPC San Diego - PFs & DAFs
DESCRIPTION:Location:\nSan Diego \nMore Info:\nhttps://www.epcsd.org/events/event/23756 \nSpeaker:\nSteve DuBrava
URL:https://foundationsource.com/event/epc-san-diego-pfs-dafs/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230615T130000
DTEND;TZID=America/New_York:20230615T140000
DTSTAMP:20260417T132358
CREATED:20230608T051809Z
LAST-MODIFIED:20230616T173320Z
UID:10000038-1686834000-1686837600@foundationsource.com
SUMMARY:Reimagining Philanthropy for the 21st Century
DESCRIPTION:Tech\, Trust-Based Philanthropy & Modern Grantmaking\nThursday\, June 15th at 1 pm EST \nTraditional philanthropic practices — often involving top-down decision making and a culture of compliance — have failed to advance nonprofits’ potential for impact and innovation. A more effective and impactful approach to giving is possible when funders and donors approach their grantee relationships with transparency\, mutual learning\, and operational efficiency. How do philanthropists put these into practice? Join us to hear about practical ways to start making meaningful changes from Gemma Bull\, Co-Director of Modern Grantmaking\, Shaady Salehi\, Executive Director of the Trust-Based Philanthropy Project\, and Steve Aponte\, Vice President of Product & Strategy at Foundation Source. \nIn this session\, we’ll cover: \n\nTrust-Based Philanthropy values and practices\nThe Modern Grantmaking movement\nAdding transparency to giving\nOpening the giving dialogue more broadly\nLeading from the middle\nTech innovation\nHow to take steps toward operationalizing trust-based practices\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=N-tlYUQ47vQ” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n 
URL:https://foundationsource.com/event/reimagining-philanthropy-for-the-21st-century/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230608T140000
DTEND;TZID=America/New_York:20230608T150000
DTSTAMP:20260417T132358
CREATED:20230516T045920Z
LAST-MODIFIED:20230516T045920Z
UID:10000035-1686232800-1686236400@foundationsource.com
SUMMARY:Join us for a Live Demo of Foundation Source's Offerings - Jun 8\, 2023
DESCRIPTION:Support for Philanthropists and their professional teams.  \nOperational Efficiency\n\nAccounting & Tax Support\nCompliance Monitoring​\nTransaction Processing\n\nTechnology\n\nGrantmaking ​\nReporting & Collaboration Tools​\nCharity Research\n\nPhilanthropic Advisory\n\nCustom Engagements​\nExpert Guidance​\nComprehensive Support\n\nAccess a suite of CONFIGURABLE PRODUCTS\, SERVICES and APPLICATIONS to optimize private foundations! \nREGISTER NOW
URL:https://foundationsource.com/event/join-us-for-a-live-demo-of-foundation-sources-offerings-jun-8-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230530T140000
DTEND;TZID=America/New_York:20230530T150000
DTSTAMP:20260417T132358
CREATED:20230516T051026Z
LAST-MODIFIED:20230516T051026Z
UID:10000037-1685455200-1685458800@foundationsource.com
SUMMARY:Take the Wheel with Impactfully - May 30\, 2023
DESCRIPTION:Join Us for a Live Demo of Impactfully \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \nREGISTER NOW
URL:https://foundationsource.com/event/take-the-wheel-with-impactfully-may-30-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230523T130000
DTEND;TZID=America/New_York:20230523T140000
DTSTAMP:20260417T132358
CREATED:20230516T045524Z
LAST-MODIFIED:20230516T050004Z
UID:10000034-1684846800-1684850400@foundationsource.com
SUMMARY:Join us for a Live Demo of Foundation Source's Offerings - May 23\, 2023
DESCRIPTION:Support for Philanthropists and their professional teams.  \nOperational Efficiency\n\nAccounting & Tax Support\nCompliance Monitoring​\nTransaction Processing\n\nTechnology\n\nGrantmaking ​\nReporting & Collaboration Tools​\nCharity Research\n\nPhilanthropic Advisory\n\nCustom Engagements​\nExpert Guidance​\nComprehensive Support\n\nAccess a suite of CONFIGURABLE PRODUCTS\, SERVICES and APPLICATIONS to optimize private foundations! \nREGISTER NOW
URL:https://foundationsource.com/event/join-us-for-a-live-demo-of-foundation-sources-offerings-may-23-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T130000
DTEND;TZID=America/New_York:20230518T140000
DTSTAMP:20260417T132358
CREATED:20230516T050815Z
LAST-MODIFIED:20230516T050815Z
UID:10000036-1684414800-1684418400@foundationsource.com
SUMMARY:Take the Wheel with Impactfully - May 18\, 2023
DESCRIPTION:Join Us for a Live Demo of Impactfully \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \nREGISTER NOW
URL:https://foundationsource.com/event/take-the-wheel-with-impactfully-may-18-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T080000
DTEND;TZID=America/New_York:20230517T170000
DTSTAMP:20260417T132358
CREATED:20230222T121126Z
LAST-MODIFIED:20230222T121126Z
UID:10000028-1684310400-1684342800@foundationsource.com
SUMMARY:EPC New York City - Impact Investing
DESCRIPTION:Impact Investing \nSpeaker:\nJeff Haskell – In-person for chapter’s Estate Planners Day
URL:https://foundationsource.com/event/epc-new-york-city-impact-investing/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230404T130000
DTEND;TZID=America/New_York:20230404T140000
DTSTAMP:20260417T132358
CREATED:20230309T215212Z
LAST-MODIFIED:20230418T152131Z
UID:10000033-1680613200-1680616800@foundationsource.com
SUMMARY:Philanthropic Planning: How To Optimize Your Offering And Drive Growth
DESCRIPTION:Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize your offering to deepen client relationships and achieve better outcomes? \nIn this session\, you will learn: \n\nCurrent trends among charitably inclined clients\nHow to integrate philanthropy into a donor’s wealth management strategy\nIf a private foundation\, donor-advised fund\, or a combination of both is the right fit for your clients\nTax efficient strategies and case studies to share with your clients\nTools and resources to support philanthropic conversations\n\nCE Pending. \nElizabeth Wong\nNational Director of Philanthropic Advisory Services\nFoundation Source \nElizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader\, relationship manager\, executive coach and philanthropic consultant\, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas\, including high-impact philanthropy\, family foundation governance\, succession planning\, and leadership/program development. She specializes in strategic planning\, leadership transitions\, organizational development for corporations\, nonprofits and foundations\, and business development and client retention. Passionate about philanthropy and the power of the social sector\, Elizabeth sits on the advisory board of the Bill & Melinda Gates Foundation Alumni Network. She grew up in San Francisco\, CA\, and lives with her family in Seattle\, WA. \n\nJulia Reed\nNational Director Charitable Consulting\nSchwab CharitableTM \nJulia leads the Charitable Consulting team at Schwab Charitable\, serving advisors\, family offices\, and donors nationwide with charitable planning consultation and resources designed to help wealth management professionals and their clients maximize impact. Julia has experience with many aspects of effective philanthropy\, including complex assets\, legacy planning\, and social impact strategy. She has spent more than 20 years in the financial services industry\, working in two security exchanges\, in private wealth management\, and in planned gifts. She holds a BA in Business Administration from John F. Kennedy University and serves on the board of Community Housing Partnership\, DBA HomeRise in San Francisco where she lives with her family. \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=0CKhD4hRe7o” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/philanthropic-planning-how-to-optimize-your-offering-and-drive-growth/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T130000
DTEND;TZID=America/New_York:20230323T140000
DTSTAMP:20260417T132358
CREATED:20230228T202727Z
LAST-MODIFIED:20230324T180651Z
UID:10000032-1679576400-1679580000@foundationsource.com
SUMMARY:Differentiated Giving: Underutilized Capabilities of Private Foundations
DESCRIPTION:We asked our in-house team of philanthropic experts to weigh in on the unique (yet sometimes underutilized) capabilities of private foundations. For the foundations that have tried these specific strategies\, they’ve seen tremendous impact\, which begs the question…why aren’t more private foundations leveraging the distinctive benefits that are available to them? Join us as we share the top strategies we’ve seen our clients successfully implement—and the powerful stories that bring them to life. \nKey takeaways from this session include: \n\nProgram- and Mission-Related Investments\nGrants to individuals for hardships and disasters\nOverdistributing minimum distribution requirement (MDR) in high-performing years\nLeveraging charitable expenses to advance mission\nAnd more\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=iuTe3pQqdBU” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/differentiated-giving-underutilized-capabilities-of-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230321T080000
DTEND;TZID=America/New_York:20230321T170000
DTSTAMP:20260417T132358
CREATED:20230222T120945Z
LAST-MODIFIED:20230222T120945Z
UID:10000027-1679385600-1679418000@foundationsource.com
SUMMARY:SFSP Delaware - Ethics & CG\, PFs & DAFs
DESCRIPTION:SFSP Delaware \nSpeakers:\nJeff Haskell & Justin Murphy
URL:https://foundationsource.com/event/sfsp-delaware-ethics-cg-pfs-dafs/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230315T130000
DTEND;TZID=America/New_York:20230315T140000
DTSTAMP:20260417T132358
CREATED:20230228T202209Z
LAST-MODIFIED:20230322T123857Z
UID:10000031-1678885200-1678888800@foundationsource.com
SUMMARY:Managing Risk in Private Foundations: Compliance Fundamentals
DESCRIPTION:Private foundations offer a robust philanthropic toolkit and are the gold standard for helping families build lasting legacies – but they can be tricky for donors to administer on their own without clear guidance. Join this session with Foundation Source’s Chief Legal Officer Jeffrey Haskell for important insights on the substantive rules that govern private foundations. Learn what activities are permissible\, which require advance IRS approval and the most common trouble spots to help your clients steer clear of compliance issues and penalties. \nSome of the topics covered will include: \n\nEmploying a family member\nMaking scholarship and hardship or disaster relief grants\nTransactions between a foundation and its insiders\nGuidelines for avoiding jeopardizing investments\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=Rcl-xC_eoGM” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nSpeakers include: \n \nJeffrey D. Haskell\, J.D.\, L.L.M.\nChief Legal Officer\nFoundation Source \n \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates
URL:https://foundationsource.com/event/managing-risk-in-private-foundations-compliance-fundamentals/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230314T130000
DTEND;TZID=America/New_York:20230314T140000
DTSTAMP:20260417T132358
CREATED:20230228T194214Z
LAST-MODIFIED:20230322T123821Z
UID:10000030-1678798800-1678802400@foundationsource.com
SUMMARY:Tech Talk Series: What's New? Grants Management System & Impact Planning
DESCRIPTION:Join us as we kickoff our new quarterly webinar series Tech Talk: What’s New? where we’ll highlight new platform enhancements! This is the perfect chance to stay in the know and take your philanthropy to the next level. From new features to major workflow improvements\, you’ll get to hear firsthand about the latest platform updates from our lead Product Director and a knowledgeable Private Client Advisor. Up first\, you’ll learn about our recently released Grants Management System and Impact Planning feature. \nKey takeaways from this session include: \n\nHow to set yourself up now for a successful philanthropic giving year with the Impact Planning feature\nThe newest product release features of our Grants Management System:\n\nThinking about inviting nonprofits to apply for a grant? We will show you the new online application feature.\nWant to make sure you are being a good steward to the nonprofits you serve? We will show you the new nonprofit GivingHub.\n\n\n\n\nWhat’s coming on our roadmap? We will give you a look into what is coming up as Foundation Source continues to innovate.\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=mhfXrS4P0pA” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nPresented by: \nCorreena Schultz\, Director of Product Management \nJennifer Smith\, Private Client Advisor
URL:https://foundationsource.com/event/tech-talk-series-whats-new-grants-management-system-impact-planning/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T080000
DTEND;TZID=America/New_York:20230301T170000
DTSTAMP:20260417T132358
CREATED:20220916T091112Z
LAST-MODIFIED:20220916T091112Z
UID:10000024-1677657600-1677690000@foundationsource.com
SUMMARY:EPC Westchester featuring Jeff Haskell
DESCRIPTION:City: Westchester\, NY\nOrganization: EPC Westchester
URL:https://foundationsource.com/event/epc-westchester-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230214T080000
DTEND;TZID=America/New_York:20230214T170000
DTSTAMP:20260417T132358
CREATED:20220916T090827Z
LAST-MODIFIED:20220916T090827Z
UID:10000022-1676361600-1676394000@foundationsource.com
SUMMARY:EPC Colorado Springs featuring Jeff Haskell
DESCRIPTION:City: Colorado Springs\, CO\nOrganization: EPC Colorado Springs
URL:https://foundationsource.com/event/epc-colorado-springs-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230109T080000
DTEND;TZID=America/New_York:20230113T170000
DTSTAMP:20260417T132358
CREATED:20220916T084353Z
LAST-MODIFIED:20220916T085153Z
UID:10000015-1673251200-1673629200@foundationsource.com
SUMMARY:Heckerling Institue on Estate Planning
DESCRIPTION:City: Orlando\, FL \nOrganization: Heckerling
URL:https://foundationsource.com/event/heckerling-institue-on-estate-planning/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T080000
DTEND;TZID=America/New_York:20221213T170000
DTSTAMP:20260417T132358
CREATED:20220916T090718Z
LAST-MODIFIED:20220916T090718Z
UID:10000021-1670918400-1670950800@foundationsource.com
SUMMARY:AICPA Private Foundation Summit featuring Jeff Haskell
DESCRIPTION:City: Virtual\nOrganization: AICPA Private Foundation Summit
URL:https://foundationsource.com/event/aicpa-private-foundation-summit-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T080000
DTEND;TZID=America/New_York:20221207T170000
DTSTAMP:20260417T132358
CREATED:20220916T090606Z
LAST-MODIFIED:20220927T120732Z
UID:10000020-1670400000-1670432400@foundationsource.com
SUMMARY:FPA Wisconsin featuring Jeff Haskell & Erik Larsen
DESCRIPTION:City: Milwaukee\, WI\nOrganization: FPA Wisconsin
URL:https://foundationsource.com/event/fpa-wisconsin-featuring-jeff-haskell-erik-larsen/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221201T130000
DTEND;TZID=America/New_York:20221201T140000
DTSTAMP:20260417T132358
CREATED:20220916T083210Z
LAST-MODIFIED:20221202T030051Z
UID:10000007-1669899600-1669903200@foundationsource.com
SUMMARY:Moving the Needle on Democracy and Equity
DESCRIPTION:Healthy democracies are powered by healthy communities where everyone participates. Everyday leaders play a vital role in building relationships that strengthen their community’s ability to address their most pressing needs. Merle McGee\, President\, and CEO of Everyday Democracy\, joins Foundation Source for an inspiring discussion on innovative approaches to building strong and healthy local democracies through dialogue and community engagement. \nKey points of discussion: \n\nThe important role philanthropists and foundations can play in driving specific outcomes.\nChallenges to building multiracial democracies including race\, class and gender disparities and different approaches on the pathway forward.\nAchieving transformational change through dialogue and authentic community engagement.\nConnecting the dots between democracy\, social justice\, civic engagement\, and the lives of everyday people.\n\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=”25″ 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=Ecz6HcNCjiI” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\nMeet out Speakers: \nMerle McGee \nPresident & Chief Executive Officer\nEveryday Democracy \nAs the President and CEO of Everyday Democracy\, Merle McGee brings over 25 years’ experience in non-profit settings fighting alongside historically marginalized and excluded communities for dignity and racial\, gender\, and economic justice. Before joining Everyday Democracy\, she served as Chief Equity and Engagement Officer at Planned Parenthood of Greater New York\, where she led organizational transformation through community engagement initiatives and by conceiving and implementing Reviving Radical\, an initiative to reckon with the organization’s history and build accountable relationships with communities of color. She also served as Chief Program Officer at YWCA of the City of New York and taught non-profit consulting and Race and Identity in Organizations at New York University’s Robert F. Wagner School of Public Service. Merle earned her Bachelor of Fine Arts from New York University\, Tisch School of the Arts\, and a Master of Science in Nonprofit Management from the New School. \nGillian Howell \nHead of Client Advisory Solutions\nFoundation Source \nGillian Howell leads the Client Services and Philanthropic Advisory Services functions at Foundation Source\, where she oversees teams of seasoned relationship management and philanthropic advisory professionals as they help foundations achieve their charitable objectives with greater efficiency and effectiveness. Previously\, Gillian spent 31 years at Bank of America and its predecessor organizations where she served in multiple philanthropic leadership roles while collaborating with high-net-worth donors\, private foundations\, donor-advised funds and nonprofits on strategic planning\, donor development\, mission advancement\, next generation engagement and board governance\, as well as philanthropic investments and fiduciary and risk management. She is president of the Trustees of the Colt Bequest\, a National Advisor for Vision 2020 founded by the Institute for Women’s Health and Leadership at Drexel University\, and a board member of Everyday Democracy.
URL:https://foundationsource.com/event/moving-the-needle-on-democracy-and-equity/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221110T130000
DTEND;TZID=America/New_York:20221110T150000
DTSTAMP:20260417T132358
CREATED:20221110T002512Z
LAST-MODIFIED:20221116T040844Z
UID:10000026-1668085200-1668092400@foundationsource.com
SUMMARY:Top Tools for HNW Philanthropy: Private Foundations & Donor-Advised Funds
DESCRIPTION:While nearly 90% of affluent households participate in charitable giving\, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. Join this session to learn about: \n• The key features and benefits of the most popular and flexible charitable giving vehicles.\n• Insights from a leading wealth manager on how these vehicles are used most effectively to help wealthy families with tax and charitable planning.\n• Which tax advantages are available to your clients before the end of the year.\n• How to use philanthropy as a foothold to expand your high-net-worth and ultra-high-net-worth relationships. \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=k-LYDOpu2Fk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\n \nDarren L. Henderson\nPartner @Corient Capital Partners \nWith 21 years of investment experience\, Darren Henderson began his career on Wall Street as a Financial Analyst at Goldman\, Sachs & Co. in the Private Wealth Management Division. After graduate school\, he returned to Goldman Sachs advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives. Prior to founding Corient\, Darren advised private clients as a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch. Darren is actively involved in a variety of community activities and is a member of Gen Next\, a global network of business and civic leaders tackling some of the greatest generational challenges of our time\, including business\, global defense and terrorism\, and education. Darren earned his B.A. in English from Brigham Young University and an M.B.A in Finance from The Wharton School at the University of Pennsylvania. \nJosh Stamer\nSenior Managing Director\, West Region @Foundation Source \nJosh Stamer serves as Foundation Source’s Senior Managing Director for the West Region\, working with wealth managers\, financial advisors\, attorneys\, and donors who either have or are interested in establishing a private foundation. Josh is passionate about helping successful individuals\, families and organizations develop their passion for philanthropy. Josh is especially interested in entrepreneurial philanthropy and thinking outside the box to achieve results. He has extensive experience in both financial and client services. Prior to Foundation Source\, Josh was the Western Regional Sales Director with Workiva\, where he successfully on-boarded and developed client partnerships with some of the nation’s largest banks\, insurance companies\, and mutual and hedge fund organizations. He graduated Magna Cum Laude from California State University\, Long Beach\, and from the University of Wollon-gong in New South Wales\, Australia.
URL:https://foundationsource.com/event/top-tools-for-hnw-philanthropy-private-foundations-donor-advised-funds/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221109T080000
DTEND;TZID=America/New_York:20221111T170000
DTSTAMP:20260417T132358
CREATED:20220916T084233Z
LAST-MODIFIED:20221004T175214Z
UID:10000014-1667980800-1668186000@foundationsource.com
SUMMARY:Southeastern Council of Foundations - 2022 Annual Meeting
DESCRIPTION:City: Amelia Island\, FL\nOrganization: (SECF) Southeastern Council of Foundations
URL:https://foundationsource.com/event/secf-2022-annual-meeting/
CATEGORIES:Conferences
END:VEVENT
END:VCALENDAR