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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/
CATEGORIES:Conferences
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DTSTART;TZID=America/New_York:20260609T080000
DTEND;TZID=America/New_York:20260611T170000
DTSTAMP:20260429T075947
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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/
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
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DTSTART;TZID=America/New_York:20260624T130000
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SUMMARY:People\, Policies & Practice: Governance Guardrails For Private Foundations
DESCRIPTION:Wednesday\, June 24th\, 1PM ET \nRegistration information coming shortly.
URL:https://foundationsource.com/event/people-policies-practice-governance-guardrails-for-private-foundations/
CATEGORIES:Webinars
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