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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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DTSTART;TZID=America/New_York:20251014T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20260407T093356
CREATED:20250523T142714Z
LAST-MODIFIED:20250523T142714Z
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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:20260407T093356
CREATED:20250218T224929Z
LAST-MODIFIED:20250218T224929Z
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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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DTSTART;TZID=America/New_York:20251015T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20260407T093356
CREATED:20250523T143159Z
LAST-MODIFIED:20250523T143235Z
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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
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