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DTSTART;TZID=America/New_York:20260308T080000
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UID:10000154-1772956800-1773248400@foundationsource.com
SUMMARY:Future Proof: Citywide 2026
DESCRIPTION:Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors\, advisors\, financial professionals\, and firms who treat AI as the new operating model for strategy\, investing\, and operations. \nMarch 8-11\, 2026\nMiami Beach\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-citywide-2026/
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20260310T130000
DTEND;TZID=America/New_York:20260310T140000
DTSTAMP:20260127T065211Z
CREATED:20260127T065211Z
LAST-MODIFIED:20260127T065211Z
UID:10000140-1773147600-1773151200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 10\, 2026
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-mar-10-2026/
CATEGORIES:Webinars
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DTSTART;TZID=America/New_York:20260318T130000
DTEND;TZID=America/New_York:20260318T140000
DTSTAMP:20260323T090506Z
CREATED:20260226T050822Z
LAST-MODIFIED:20260323T090506Z
UID:10000156-1773838800-1773842400@foundationsource.com
SUMMARY:Ask The Experts: Retaining NextGen Clients with Philanthropy
DESCRIPTION:Gillian Howell will be joined by BNY Wealth Strategist Boryana Zamanoff to share how and why philanthropy is one of the smartest\, simplest ways advisors can enhance their relationships with these younger cohorts and retain them as clients. \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=-eVqgUCYLFA” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-retaining-nextgen-clients-with-philanthropy/
CATEGORIES:Webinars,Webinars - Replays
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DTSTART;TZID=America/New_York:20260331T130000
DTEND;TZID=America/New_York:20260331T140000
DTSTAMP:20260407T122927Z
CREATED:20260226T051242Z
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UID:10000157-1774962000-1774965600@foundationsource.com
SUMMARY:Charitable Giving Tax Benefits 101: Fast Facts
DESCRIPTION:Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning\, highlight common considerations\, and share practical strategies for maximizing the impact of charitable dollars through tax-efficient planning. \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=Au-HvNGCYV0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/charitable-giving-tax-benefits-101-fast-facts/
CATEGORIES:Webinars - Replays
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