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DTSTART;TZID=America/New_York:20250603T140000
DTEND;TZID=America/New_York:20250603T150000
DTSTAMP:20260407T083217
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” 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URL:https://foundationsource.com/event/ask-the-experts-grow-your-practice-with-philanthropy-comparing-dafs-and-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250610T080000
DTEND;TZID=America/New_York:20250612T170000
DTSTAMP:20260407T083217
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
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DTSTART;TZID=America/New_York:20250610T130000
DTEND;TZID=America/New_York:20250610T140000
DTSTAMP:20260407T083217
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250613T130000
DTEND;TZID=America/New_York:20250613T140000
DTSTAMP:20260407T083217
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
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