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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250408T130000
DTEND;TZID=America/New_York:20250408T140000
DTSTAMP:20260410T065136
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:20260410T065136
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:20260410T065136
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:20260410T065136
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:20260410T065136
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:20260410T065136
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20260410T065136
CREATED:20250414T043205Z
LAST-MODIFIED:20250414T043310Z
UID:10000118-1745568000-1745600400@foundationsource.com
SUMMARY:Global Climate Solutions Summit - Invest in Innovation\, Scale Impact
DESCRIPTION:The Punch Line San Francisco\nSan Francisco\, California \nJoin us for GCSS 2025\, the premier gathering of climate investors\, founders\, innovators\, policymakers\, and corporate leaders driving bold\, actionable solutions for a sustainable future ? \n​? AGENDA Highlights \n​? 9:00 – 10:00 AM | Climate & AI Panel\n? 10:15 – 11:30 AM | Investor Panel – From Pitch to Check: Climate Investor Playbook\n? 11:30 – 12:15 PM | Designing Sustainable Live Events & Activations\n? 12:15 – 1:00 PM | Lunch & Networking \n​? 1:00 – 2:00 PM | Climate Thought Leadership Keynotes: Academic\, Business\, Philanthropic Perspectives \n​? 2:05 – 3:20 PM | Climate Venture Leaders Panel\n? 3:30 – 3:50 PM | Keynote: From Ideas to Impact \n​? 3:50 – 4:00 PM | Book Signing & Comedian Entertainment\n? 4:00 – 4:40 PM | Unlocking Growth: How Philanthropy Can Supercharge Business\n? 4:40 – 5:00 PM | Climate Innovation Awards Ceremony ? \n \nREGISTER NOW
URL:https://foundationsource.com/event/global-climate-solutions-summit-invest-in-innovation-scale-impact/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250507T130000
DTEND;TZID=America/New_York:20250507T140000
DTSTAMP:20260410T065136
CREATED:20250414T055058Z
LAST-MODIFIED:20250512T042122Z
UID:10000123-1746622800-1746626400@foundationsource.com
SUMMARY:Unrestricted Awards to Remarkable Individuals: A Grantmaking Tool That Prioritizes The Grantee
DESCRIPTION:Join us for a conversation with a foundation that prioritizes grantees over itself. Come to this webinar to learn about how a foundation can issue grant awards to individuals and celebrate the accomplishments of artists\, scientists and others all while meeting the foundation’s disbursement obligations. Foundation Source’s Head of Philanthropic Advisory Services Elizabeth Wong will be joined by Miriam Billinger\, Operations Director of the Maxwell/Hanrahan Foundation\, for a candid conversation on ways the foundation has connected purpose with practice—and why its goal is to shine the spotlight on its individual awardees and grantee partners rather than itself. \nKey takeaways from this discussion include: \n\nHow awards to individuals for unique\, innovative\, inspirational and groundbreaking achievements can be a powerful grantmaking tool.\nHow a foundation distributes financial resources directly to scientists\, teachers\, conservationists and creators whose diverse perspectives enable us to discover new things about ourselves and our world.\nHow a foundation that wants to stay lean and not reinvent the wheel can infuse its operations with processes that demonstrate respect for its partners including tools and best practices for funding with a light footprint.\n\nPresented By:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”3405″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nElizabeth Wong\nHead of Philanthropic Advisory Services\nFoundation Source\n[/vc_column_text][vc_column_text]With three decades of experience in organizational performance and philanthropy\, Elizabeth 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. \nIn her current role\, Elizabeth serves as the Head of Philanthropic Advisory Services at Foundation Source\, the nation’s largest provider of comprehensive support services for private foundations. She leads an experienced team of philanthropic directors in expertly helping clients carry out their philanthropic missions and activities. She is also responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education. \nPassionate about philanthropy and the power of the social sector\, Elizabeth serves on the boards of the Gates Foundation Alumni Network\, Digital Green (a global development organization partnering with smallholder farmers)\, and the Center for Large Landscape Conservation (CLLC). She grew up in San Francisco\, CA\, and lives with her family in Seattle\, WA.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4415″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nMiriam Billinger\nOperations Director\nMaxwell/Hanrahan Foundation\n[/vc_column_text][vc_column_text]Miriam’s experience and professional passion live in the operational world of mission-driven organizations. Miriam has worked with nonprofits and foundations for over twenty years and is a leader in finance\, grant management\, organizational culture and team development. \nMiriam has worked with nonprofits and foundations for over twenty years as a leader in finance\, grant management\, organization culture and team development. Miriam lights up when she talks about the intersection of mission and money in nonprofits. She has served as consultant and mentor to organizations with budgets ranging from $30K to $300M and whose areas of focus span conservation\, environmental education and sustainable agriculture. Miriam’s work is rooted in strengthening operating systems that enable nonprofits and foundations to be efficient\, effective\, resilient and impactful. \nPrevious roles include serving as program finance officer for the Gordon & Betty Moore Foundation\, assistant finance director at Humboldt State University’s Sponsored Programs Foundation and consultant to nonprofits and land trusts across Northern California. Miriam studied business economics and financial accounting\, and she is trained in facilitative leadership\, project management and meeting facilitation. \nMiriam is currently serving as a board member for Multiplier\, a nonprofit fiscal sponsor and impact accelerator. Miriam lives in the redwoods and can be found quilting\, camping and volunteering in the public schools. She is the proud mother of two awesome children who inspire her to work for a brighter future and a healthier planet.[/vc_column_text][/vc_column][/vc_row]\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=N3PCewbyRY0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/unrestricted-awards-to-remarkable-individuals-a-grantmaking-tool-that-prioritizes-the-grantee/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T130000
DTEND;TZID=America/New_York:20250513T140000
DTSTAMP:20260410T065136
CREATED:20250218T223109Z
LAST-MODIFIED:20250218T223158Z
UID:10000106-1747141200-1747144800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 13\, 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-may-13-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250514T080000
DTEND;TZID=America/New_York:20250516T170000
DTSTAMP:20260410T065136
CREATED:20250414T045909Z
LAST-MODIFIED:20250414T050036Z
UID:10000120-1747209600-1747414800@foundationsource.com
SUMMARY:Beacon\, The RIA Roundtable
DESCRIPTION:Ideal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \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-ria-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250516T080000
DTEND;TZID=America/New_York:20250517T170000
DTSTAMP:20260410T065136
CREATED:20250414T050334Z
LAST-MODIFIED:20250414T050334Z
UID:10000121-1747382400-1747501200@foundationsource.com
SUMMARY:Ideas to Impact\, Chaminade Leadership
DESCRIPTION:Sponsored Event
URL:https://foundationsource.com/event/ideas-to-impact-chaminade-leadership/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250603T140000
DTEND;TZID=America/New_York:20250603T150000
DTSTAMP:20260410T065136
CREATED:20250428T033303Z
LAST-MODIFIED:20250619T092813Z
UID:10000124-1748959200-1748962800@foundationsource.com
SUMMARY:Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations
DESCRIPTION:Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nOur experts will provide an overview of these two strategic giving vehicles and explain the signature features\, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact\, and answer your pre-submitted questions. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nSpeakers include:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”513″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Gillian Howell\nNational Philanthropy Executive\nFoundation Source[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”3999″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Stephen Kump\nPresident of DAFs\nFoundation Source[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4420″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Susan Lipp – Moderator\nEditor in Chief\nTrust and Estates[/vc_column_text][/vc_column][/vc_row]\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=TmamVCae7hY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-grow-your-practice-with-philanthropy-comparing-dafs-and-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250612T170000
DTSTAMP:20260410T065136
CREATED:20250414T043829Z
LAST-MODIFIED:20250414T055732Z
UID:10000119-1749542400-1749747600@foundationsource.com
SUMMARY:Wealth Management EDGE - WealthStack 2025
DESCRIPTION:The Boca Raton Resort\nBoca Raton\, FL \nTech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement\, next-gen digital experiences\, and the future of integrated tech stacks. Gain the tools\, strategies\, and connections essential for driving productivity and profitability. \n \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T130000
DTEND;TZID=America/New_York:20250610T140000
DTSTAMP:20260410T065136
CREATED:20250218T223014Z
LAST-MODIFIED:20250218T224208Z
UID:10000105-1749560400-1749564000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 10\, 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-jun-10-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250613T130000
DTEND;TZID=America/New_York:20250613T140000
DTSTAMP:20260410T065136
CREATED:20250528T154837Z
LAST-MODIFIED:20250618T125446Z
UID:10000131-1749819600-1749823200@foundationsource.com
SUMMARY:Ask Us Anything: Navigating a Rapidly Changing Landscape
DESCRIPTION:From executive orders to new requirements for federal funding\, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry of proposed legislation and what can philanthropists and their professional advisors do to navigate pending changes? Our legal experts have stayed close to the action and are ready to answer your questions. Simply fill out the form and select the topic(s) you want them to cover and register for our upcoming session to gain real-time insights and sector-specific guidance. They’ll provide clarity on a variety of topics that have the potential to impact private foundations and nonprofits. \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=3gOHUCmb2Zs” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-us-anything-navigating-a-rapidly-changing-landscape/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T130000
DTEND;TZID=America/New_York:20250708T140000
DTSTAMP:20260410T065136
CREATED:20250218T224432Z
LAST-MODIFIED:20250218T224432Z
UID:10000107-1751979600-1751983200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jul 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-jul-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250721T080000
DTEND;TZID=America/New_York:20250723T170000
DTSTAMP:20260410T065136
CREATED:20250523T140757Z
LAST-MODIFIED:20250523T140757Z
UID:10000125-1753084800-1753290000@foundationsource.com
SUMMARY:Family Office & Private Wealth Management Forum 2025
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 an annual Regatta Cup race\, 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. \n \nREGISTER NOW
URL:https://foundationsource.com/event/family-office-private-wealth-management-forum-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250812T130000
DTEND;TZID=America/New_York:20250812T140000
DTSTAMP:20260410T065136
CREATED:20250218T224601Z
LAST-MODIFIED:20250218T224601Z
UID:10000108-1755003600-1755007200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Aug 12\, 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-aug-12-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250907T080000
DTEND;TZID=America/New_York:20250910T170000
DTSTAMP:20260410T065136
CREATED:20250523T141356Z
LAST-MODIFIED:20250523T141356Z
UID:10000126-1757232000-1757523600@foundationsource.com
SUMMARY:Future Proof Festival
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. \nBreakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50\,000 pre-scheduled onsite 15-minute introductory meetings\, making Breakthru the wealth management industry’s largest ever meetings program. \n \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-festival/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T130000
DTEND;TZID=America/New_York:20250909T140000
DTSTAMP:20260410T065136
CREATED:20250218T224753Z
LAST-MODIFIED:20250218T224753Z
UID:10000109-1757422800-1757426400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Sep 9\, 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-sep-9-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T080000
DTEND;TZID=America/New_York:20250919T170000
DTSTAMP:20260410T065136
CREATED:20250523T141859Z
LAST-MODIFIED:20250523T142034Z
UID:10000127-1758096000-1758301200@foundationsource.com
SUMMARY:DAF Giving Summit 2025
DESCRIPTION:Inspired by impact:
DAF Giving Summit \nIgnite your passion for philanthropy\, expand your network\, and shape the future of giving at the DAF Giving Summit\, September 17-19\, 2025\, in Washington DC. \n \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250918T130000
DTEND;TZID=America/New_York:20250918T140000
DTSTAMP:20260410T065136
CREATED:20250902T170212Z
LAST-MODIFIED:20250919T183347Z
UID:10000132-1758200400-1758204000@foundationsource.com
SUMMARY:Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles
DESCRIPTION:Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle\, such as a private foundation\, donor-advised fund (DAF)\, or fiscal sponsors. But how can today’s donors and nonprofit organizations ensure their charitable planning is tax-efficient? Join our legal experts who will share some options for stretching charitable dollars. \nKey topics we’ll cover in this discussion include: \n\nWhat are the tax benefits of charitable vehicles?\nGrants to individuals\nInternational grantmaking\nDonating as an individual versus donating through a charitable giving vehicle\nExpenses: being able to run your own charitable programs\, cover travel expenses\, and more.\n\n  \nSpeakers include:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”414″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Jeffrey Haskell\nChief Legal Officer\nFoundation Source[/vc_column_text][vc_column_text]Jeffrey D. Haskell\, J.D.\, L.L.M. is a leading expert in the areas of private foundation law\, compliance and taxation. He is chief legal officer for Foundation Source\, the nation’s largest provider of management solutions for private foundations. Mr. Haskell has worked with Foundation Source since its inception in 2001. He leads a team of attorneys and accountants who provide legal and tax support to the firm’s foundation clients and their closest advisors. Such support includes tax reporting services as well as guidance on philanthropic issues including program- and mission-related investments\, grants to individuals\, expenditure responsibility grants\, equivalency determinations\, scholarship and award programs\, set-aside projects and return preparation. His team also advises on compliance with self-dealing\, minimum required distributions\, excess business holdings\, jeopardizing investments\, and taxable expenditure rules.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”3525″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Jennifer Bruckman-Gorak\nDeputy Legal Officer\nFoundation Source[/vc_column_text][vc_column_text]Jennifer Bruckman-Gorak provides compliance guidance to clients regarding their grantmaking\, programmatic\, and investment activities. She also provides guidance to the company’s team of attorneys\, accountants\, and support professionals in their provision of compliance and tax reporting services to clients. Over the years\, she has enjoyed training and mentoring the company’s junior attorneys and other members of the legal team.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][/vc_column][/vc_row]\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=mPr0k2u8Vik” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/smart-giving-exploring-the-hidden-tax-benefits-of-charitable-vehicles/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250925T130000
DTEND;TZID=America/New_York:20250925T140000
DTSTAMP:20260410T065136
CREATED:20250905T050333Z
LAST-MODIFIED:20250926T172924Z
UID:10000133-1758805200-1758808800@foundationsource.com
SUMMARY:The Philanthropy Advantage - 7 Ways Charitable Planning Can Elevate Your Practice
DESCRIPTION:Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a meaningful part of financial planning and a vital dimension of wealth transfer and legacy building. Join our experts who will share seven key ways philanthropy services can elevate your advisory practice. \nKey takeaways from this discussion include: \n\nWhat happens when advisors fail to address their clients’ charitable planning needs\nThe latest research on what affluent clients are expecting from their advisors\nThe advisor advantage and the opportunity to deepen relationships and build trust\nWhy philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts\nAnd more!\n\nThe Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®\, CPWA®\, CIMC®\, and RMA® certifications. It has also been approved for 1 CFP CE credit.\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=j3BreIk51Gk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n  \n\n \nJessica Donahue\nSenior Managing Director\nFoundation Source \nJessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source\, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers\, family offices\, accounting professionals\, attorneys and tax advisors that support them. Prior to this role\, she was responsible for the company’s institutional sales initiatives\, strategic alliances and business development. \nBefore joining Foundation Source\, Jessica was a financial advisor with Wells Fargo Advisors in Westport\, CT. Earlier in her career\, she was a Director at Barclays Bank in its investment banking group in New York City. \nJessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.\n\n \nJustin Murphy\, Esq.\nSenior Managing Director\nFoundation Source \nJustin Murphy serves as Senior Managing Director\, working with private wealth managers\, financial advisors\, attorneys\, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development. \nBefore joining Foundation Source\, Justin was a consultant with LexisNexis\, a global provider of workflow solutions for the professional services sector\, partnering with AmLaw 200 firms and corporate clients. Prior to that\, Justin was a consultant with Thomson Reuters West\, an international publisher of industry intelligence for businesses and professionals. \nJustin also practiced as an attorney in the state of Pennsylvania at the Harrisburg\, PA firm Marshall Dennehey; the Philadelphia\, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania. \nJustin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law\, and a Bachelor of Arts from West Virginia University.\n\n 
URL:https://foundationsource.com/event/the-philanthropy-advantage-7-ways-charitable-planning-can-elevate-your-practice/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251009T130000
DTEND;TZID=America/New_York:20251009T140000
DTSTAMP:20260410T065136
CREATED:20250929T170519Z
LAST-MODIFIED:20251111T003933Z
UID:10000134-1760014800-1760018400@foundationsource.com
SUMMARY:DAF Day 2025: Unlock the Power of DAF Fundraising
DESCRIPTION:Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S.\, and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser\, you can’t afford to overlook this powerful tool. \nCelebrate DAF Day this October 9th by joining us for our FREE webinar hosted by Foundation Source. \nGary Pforzheimer\, President of Planned Giving will be co-presenting with Stephen Kump\, President of Donor Advised Funds at Foundation Source\, and Mitch Stein\, Head of Strategy at Chariot\, a financial technology company focused on DAF payments and donor-advised fund innovation\, and incidentally\, one of the founders of DAF Day. \nKey topics we’ll cover in this webinar include: \n\nUnderstanding the DAF landscape: Current trends\, emerging opportunities\, and what motivates today’s DAF donors\nBuilding effective DAF fundraising strategies for nonprofits: Best practices for cultivation\, stewardship\, and conversion\nLeveraging technology and modern solutions: How to enhance your donor’s experience and even launch your own DAF program through the Foundation Source turnkey\, white labeled DAF solution\nPlanned giving integration: Connecting DAFs with comprehensive philanthropic planning for maximum impact\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=”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=lhP_SMTycAU” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/daf-day-2025-unlock-the-power-of-daf-fundraising/
CATEGORIES:Webinars,Webinars - Replays
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20260410T065136
CREATED:20250523T142714Z
LAST-MODIFIED:20250523T142714Z
UID:10000128-1760428800-1760720400@foundationsource.com
SUMMARY:2025 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:The Wynn\, Las Vegas\, NV | October 14-17\, 2025 | Las Vegas\, NV\nOctober 14: Pre-Party\nOctober 15\, 1pm: Opening Sessions\, Best Idea Competition\, Gala Dinner\nOctober 16: Sessions\, Dine-Arounds with Partners\nOctober 17: Sessions conclude at 11am \nPast Sample 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\n\nand much more… \n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T140000
DTSTAMP:20260410T065136
CREATED:20250218T224929Z
LAST-MODIFIED:20250218T224929Z
UID:10000110-1760446800-1760450400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Oct 14\, 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-oct-14-2025/
CATEGORIES:Webinars
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20260410T065136
CREATED:20250523T143159Z
LAST-MODIFIED:20250523T143235Z
UID:10000129-1760515200-1760720400@foundationsource.com
SUMMARY:2025 MMI Annual Conference
DESCRIPTION:Washington\, DC | Hyatt Regency Washington on Capitol Hill \nOverview\nConference Co-Chairs: \nKara Grehan\, Head of Strategic Accounts and Client Engagement\, BNY Investments\nJohn McDonough\, Head\, Wealth Management Intermediaries\, Invesco \nSponsor & Exhibitor Opportunities\nThe 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available. \nFor additional information\, please contact:\nJoan Lensing\nEVP\, Chief Programming Officer\njlensing@mminst.org\n646.868.8518 \n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-mmi-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251104T130000
DTEND;TZID=America/New_York:20251104T140000
DTSTAMP:20260410T065136
CREATED:20251006T113036Z
LAST-MODIFIED:20251110T231115Z
UID:10000135-1762261200-1762264800@foundationsource.com
SUMMARY:5 Things You Need to Know About Charitable Planning Before The End of The Year
DESCRIPTION:From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits\, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors. \nThis webinar will focus on “mini segments” that focus on 5 different topics: \n\nGranting to for-profit organizations\nReal estate\nCorporate foundations\nRegulatory update on OBBB\nReminder: that if clients have income that needs to be offset this year\, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \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=-0yeszKpU3s” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/5-things-you-need-to-know-about-charitable-planning-before-the-end-of-the-year/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T080000
DTEND;TZID=America/New_York:20251107T170000
DTSTAMP:20260410T065136
CREATED:20250414T051312Z
LAST-MODIFIED:20250414T051312Z
UID:10000122-1762329600-1762534800@foundationsource.com
SUMMARY:Beacon\, The Roundtable
DESCRIPTION:Roundtable Name:\nThe Roundtable \nLocation and Hotel:\nSonoma\, CA \nDate: \nNovember 05 – 07 2025 \nIdeal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \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-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T130000
DTEND;TZID=America/New_York:20251105T140000
DTSTAMP:20260410T065136
CREATED:20251015T185856Z
LAST-MODIFIED:20260323T090609Z
UID:10000136-1762347600-1762351200@foundationsource.com
SUMMARY:Building a Philanthropic Legacy with a Family Foundation - Nov 5th 2025
DESCRIPTION:Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment\, how does a philanthropist build a legacy that lasts through generations? Hear the perspectives of two seasoned philanthropic experts as they discuss the legal considerations and strategic approaches that family foundation leaders consider in building their philanthropic legacy. The conversation will include stories that inspire foundation leaders to reflect on their values\, define their philanthropic goals and engage their families\, to construct a roadmap for future generations to continue the course. \nThe discussion will: \n\nExplore successful approaches in planning for institutional perpetuity\nIntroduce various strategies for cohesive engagement among future generations\nBuild a giving program that withstands changing community needs and priorities over time\nReview the structural components necessary in preparing future leadership\nConsider using a range of tools to communicate philanthropic history\, values and vision\n\n  \nPresented By:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4289″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nJeannea Varrichio\nNational Director of Legal Services\nFoundation Source\n[/vc_column_text][vc_column_text]Jeannea 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 grant-making\, 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. \nJeannea 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 the 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.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4851″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nRobyn Hullihan\nSenior Philanthropic Director\nFoundation Source\n[/vc_column_text][vc_column_text]Robyn Hullihan is a Philanthropic Director at Foundation Source\, the nation’s largest provider of comprehensive support services for private foundations. An expert in the field of philanthropy and private foundations\, she works with clients in the Northeast and Central Regions. \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. \nPrior to joining Foundation Source\, Robyn spent 12 years running her own philanthropic consultancy\, providing strategic planning\, communications\, and leadership to foundations and high-net-worth individuals in the areas of governance\, administration\, program research and development\, and organizational and project analysis. \nPreviously\, she was the executive director of the Joyce and Irving Goldman Family Foundation in New York City\, served as associate director of The Tow Foundation in Stamford\, CT\, and was a program officer at The William Randolph Hearst Foundations. \nShe serves on the board of directors for the Trust for Trauma Journalism and Nordoff-Robbins Music Therapy Foundation\, among others. Robyn earned a degree in international relations and music from Mount Holyoke College; a post-graduate diploma from London University\, London School of Economics and Political Science; and an M.B.A. in Management/International Business from New York University\, Leonard N. Stern School of Business.[/vc_column_text][/vc_column][/vc_row]\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=mWrMAb0WXG0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/building-a-philanthropic-legacy-with-a-family-foundation-nov-5th-2025/
CATEGORIES:Webinars,Webinars - Replays
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