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X-WR-CALDESC:Events for Foundation Source
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DTSTART;TZID=America/New_York:20250907T080000
DTEND;TZID=America/New_York:20250910T170000
DTSTAMP:20260409T093532
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T130000
DTEND;TZID=America/New_York:20250909T140000
DTSTAMP:20260409T093532
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T080000
DTEND;TZID=America/New_York:20250919T170000
DTSTAMP:20260409T093532
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:20260409T093532
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250925T130000
DTEND;TZID=America/New_York:20250925T140000
DTSTAMP:20260409T093532
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
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