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X-WR-CALDESC:Events for Foundation Source
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DTSTART;TZID=America/New_York:20260601T080000
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SUMMARY:INSITE 2026
DESCRIPTION:INSITE 2026 brings together the industry’s boldest thinkers to discover insights and strategies that have a meaningful impact on your work and the client experience. Gain direct access to compelling insights and actionable takeaways from influential leaders and industry experts\, delivering strategic perspectives to help navigate complexity and drive performance. \nJune 1 – 4\, 2026 Gaylord Rockies\, Aurora\, Colorado \nREGISTER NOW
URL:https://foundationsource.com/event/insite-2026/
LOCATION:Gaylord Rockies\, Gaylord Rockies\, Aurora\, CO\, 80019\, United States
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20260609T080000
DTEND;TZID=America/New_York:20260611T170000
DTSTAMP:20260907T114235Z
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SUMMARY:Wealth Management EDGE - WealthStack 2026
DESCRIPTION:Where technology meets the future of advice \nWealthtech is the epicenter of wealth management innovation. A dynamic convergence of advisors\, wealth tech founders\, and enterprise leaders reimagining how advice is delivered and scaled. Explore breakthrough solutions\, actionable strategies\, and partnerships that will fuel your firm’s next stage of growth. \nJune 9 – 11\, 2026 – Boca Raton Resort\, Boca Raton\, FL \nREGISTER NOW
URL:https://foundationsource.com/event/wealth-management-edge-wealthstack-2026/
LOCATION:Boca Raton Resort\, 501 E Camino Real\, Boca Raton\, FL\, 33432\, United States
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20260609T130000
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SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 9\, 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-jun-9-2026/
CATEGORIES:Webinars
LOCATION:
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DTSTART;TZID=America/New_York:20260624T130000
DTEND;TZID=America/New_York:20260624T140000
DTSTAMP:20260907T114034Z
CREATED:20260429T090238Z
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UID:10000161-1782306000-1782309600@foundationsource.com
SUMMARY:People\, Policies & Practice: Governance Guardrails For Private Foundations
DESCRIPTION:Private foundations offer tremendous benefits and flexibility\, but they also come with important legal and ethical responsibilities. Join two seasoned philanthropic experts Gillian Howell and Miki Akimoto for an insightful webinar that will provide a practical introduction to private foundation governance. Board members and staff will leave the session with a better understanding of the key rules\, how to avoid common pitfalls\, and why putting the right people\, policies and practices into place can protect their foundation today—and support future growth and planning. Whether you’re new to foundation leadership or looking to strengthen governance practices\, this conversation will cover the essentials. Key takeaways from this discussion include: \nKey takeaways from this discussion include: \n\nPeople: Determining who will be the decision makers\, what skillsets to look for\, community voice representation\, diversity\, succession planning for family and non-family members\, involving the next generation\, and how decisions will be made from end-to-end.\nPolicies: Familiarizing yourself with the core concepts needed in governance and why it requires revisiting.\nPractice: As a board\, how are you thinking about managing conflict\, succession\, next-generation engagement and the practices you’re putting in place to revisit core concepts and bylaws?\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=nfg–DQWe5s” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/people-policies-practice-governance-guardrails-for-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
LOCATION:
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