BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Foundation Source - ECPv6.16.5.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Foundation Source
X-ORIGINAL-URL:https://foundationsource.com
X-WR-CALDESC:Events for Foundation Source
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T080000
DTEND;TZID=America/New_York:20230301T170000
DTSTAMP:20220916T091112Z
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:20230314T130000
DTEND;TZID=America/New_York:20230314T140000
DTSTAMP:20230322T123821Z
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:20230315T130000
DTEND;TZID=America/New_York:20230315T140000
DTSTAMP:20230322T123857Z
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:20230321T080000
DTEND;TZID=America/New_York:20230321T170000
DTSTAMP:20230222T120945Z
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:20230323T130000
DTEND;TZID=America/New_York:20230323T140000
DTSTAMP:20230324T180651Z
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
END:VCALENDAR