Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

Breakthru 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.

 
REGISTER NOW

The post Future Proof Festival appeared first on Foundation Source.

Support for philanthropists and their professional teams

Technology

Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
• Amplify impact
• Address the capabilities, workflows and requirements of charitable vehicles
• Improved experience, reduced risk and increased efficiency

Expertise

With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
• 65+ years of in-market experience
• Support all stages of giving through private foundations, charitable trusts and donor-advised funds
• Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration

We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
• Outsourced, configurable charitable administration
• We can handle all the administrative details, so funders can enjoy their philanthropy
• Modern, frictionless experience

The post Foundation Source’s Offerings: Live Presentation – Sep 9, 2025 appeared first on Foundation Source.

Ignite 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.

 
REGISTER NOW

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October 14: Pre-Party
October 15, 1pm: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am

Past Sample Sessions:

• CE Credits Available
• “The Group of 8” R.J. Shook
• Building the Team of the Future
• Market Outlook: Investing with Caution and Courage
• Team Structures and Compensation
• SHOOK Ones – Best Ideas from America’s Top Advisors
• Investing Ideas from Industry Experts
• The Future of Our Practices
• Opportunities in Alternative Markets

and much more…

 
REGISTER NOW

The post 2025 Forbes | SHOOK Top Advisor Summit appeared first on Foundation Source.

Support for philanthropists and their professional teams

Technology

Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
• Amplify impact
• Address the capabilities, workflows and requirements of charitable vehicles
• Improved experience, reduced risk and increased efficiency

Expertise

With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
• 65+ years of in-market experience
• Support all stages of giving through private foundations, charitable trusts and donor-advised funds
• Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration

We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
• Outsourced, configurable charitable administration
• We can handle all the administrative details, so funders can enjoy their philanthropy
• Modern, frictionless experience

The post Foundation Source’s Offerings: Live Presentation – Oct 14, 2025 appeared first on Foundation Source.

Overview

Conference Co-Chairs: 
Kara Grehan, Head of Strategic Accounts and Client Engagement, BNY Investments
John McDonough, Head, Wealth Management Intermediaries, Invesco

Sponsor & Exhibitor Opportunities

The 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.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646.868.8518

 
REGISTER NOW

The post 2025 MMI Annual Conference appeared first on Foundation Source.

Location and Hotel:
Sonoma, CA

Date:
November 05 – 07 2025

Ideal Wealth Firm Attendees:
C-Suite Leaders

Description:
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms

Partner Focus:
Breadth of Service, Technology and Product Offerings

Format:
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.

 
REGISTER NOW

The post Beacon, The Roundtable appeared first on Foundation Source.

This event is designed for and by lean funders—those who give with few or no staff. Here, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate.

At the conference, you’ll find sessions that share the how-tos of:

• Catalytic philanthropy
• Equity-centered practices
• The fundamentals of foundation management that make work like this possible
• … and more!

 
REGISTER NOW

The post 2025 Annual Conference appeared first on Foundation Source.

Support for philanthropists and their professional teams

Technology

Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
• Amplify impact
• Address the capabilities, workflows and requirements of charitable vehicles
• Improved experience, reduced risk and increased efficiency

Expertise

With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
• 65+ years of in-market experience
• Support all stages of giving through private foundations, charitable trusts and donor-advised funds
• Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration

We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
• Outsourced, configurable charitable administration
• We can handle all the administrative details, so funders can enjoy their philanthropy
• Modern, frictionless experience

The post Foundation Source’s Offerings: Live Presentation – Nov 11, 2025 appeared first on Foundation Source.

Support for philanthropists and their professional teams

Technology

Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
• Amplify impact
• Address the capabilities, workflows and requirements of charitable vehicles
• Improved experience, reduced risk and increased efficiency

Expertise

With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
• 65+ years of in-market experience
• Support all stages of giving through private foundations, charitable trusts and donor-advised funds
• Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration

We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
• Outsourced, configurable charitable administration
• We can handle all the administrative details, so funders can enjoy their philanthropy
• Modern, frictionless experience

The post Foundation Source’s Offerings: Live Presentation – Dec 9, 2025 appeared first on Foundation Source.