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DTSTART;VALUE=DATE:20220718
DTEND;VALUE=DATE:20220719
DTSTAMP:20220916T101130Z
CREATED:20220916T073507Z
LAST-MODIFIED:20220916T101130Z
UID:10000005-1658102400-1658188799@foundationsource.com
SUMMARY:Ethics and Charitable Giving - Trust & Estates Webinar
DESCRIPTION:The panelists will discuss the ethical and substantive rules regarding charitable giving. All the professions are involved: attorneys\, CPAs\, trust officers\, appraisers\, planned giving officers\, physicians—and even notaries. Knowing the rules governing the other professions can be as important as the rules applicable to yours. Simply put\, not knowing your stuff is unethical for most professions. Failure to follow the ethical rules can be subject to malpractice actions\, huge monetary and other sanctions by the IRS. \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=O_ahrxq7sFk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ethics-and-charitable-giving-trust-estates-webinar/
CATEGORIES:Webinars - Replays
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DTSTART;VALUE=DATE:20220720
DTEND;VALUE=DATE:20220721
DTSTAMP:20220916T101149Z
CREATED:20220916T073105Z
LAST-MODIFIED:20220916T101149Z
UID:10000004-1658275200-1658361599@foundationsource.com
SUMMARY:Family Philanthropy: How It Can Thrive Thru the Generations
DESCRIPTION:Leaving a legacy and engaging with family are consistently cited as some of the top reasons philanthropists choose to establish a private foundation. So how are today’s families passing the philanthropic torch from one generation to the next? Pull up a chair and join our virtual roundtable as we hear from two of our clients\, each representing a distinct generational point of view\, and two subject matter experts on what it takes to create a successful multigenerational family foundation\, including: \n\nHow a president and founder encouraged engagement from younger family members\nHow a member of the rising generation got started in family philanthropy\nHow a third generation is taking the helm\nBest practices and insights on next-generation engagement\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=6zD1Kkm3Kr4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/family-philanthropy-how-it-can-thrive-thru-the-generations/
CATEGORIES:Webinars - Replays
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20220721
DTEND;VALUE=DATE:20220723
DTSTAMP:20220916T091639Z
CREATED:20220916T083422Z
LAST-MODIFIED:20220916T091639Z
UID:10000008-1658361600-1658534399@foundationsource.com
SUMMARY:Estate and Trust Planning Conference
DESCRIPTION:City: Universal City\, CA\nOrganization: CalCPA
URL:https://foundationsource.com/event/estate-and-trust-planning-conference/
CATEGORIES:Conferences
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