BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Foundation Source - ECPv6.15.0//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Foundation Source
X-ORIGINAL-URL:https://foundationsource.com
X-WR-CALDESC:Events for Foundation Source
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250613T130000
DTEND;TZID=America/New_York:20250613T140000
DTSTAMP:20250825T064111
CREATED:20250528T154837Z
LAST-MODIFIED:20250618T125446Z
UID:10000131-1749819600-1749823200@foundationsource.com
SUMMARY:Ask Us Anything: Navigating a Rapidly Changing Landscape
DESCRIPTION:From executive orders to new requirements for federal funding\, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry of proposed legislation and what can philanthropists and their professional advisors do to navigate pending changes? Our legal experts have stayed close to the action and are ready to answer your questions. Simply fill out the form and select the topic(s) you want them to cover and register for our upcoming session to gain real-time insights and sector-specific guidance. They’ll provide clarity on a variety of topics that have the potential to impact private foundations and nonprofits. \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=3gOHUCmb2Zs” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-us-anything-navigating-a-rapidly-changing-landscape/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250603T140000
DTEND;TZID=America/New_York:20250603T150000
DTSTAMP:20250825T064111
CREATED:20250428T033303Z
LAST-MODIFIED:20250619T092813Z
UID:10000124-1748959200-1748962800@foundationsource.com
SUMMARY:Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations
DESCRIPTION:Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nOur experts will provide an overview of these two strategic giving vehicles and explain the signature features\, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact\, and answer your pre-submitted questions. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nSpeakers include:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”513″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Gillian Howell\nNational Philanthropy Executive\nFoundation Source[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”3999″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Stephen Kump\nPresident of DAFs\nFoundation Source[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4420″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]Susan Lipp – Moderator\nEditor in Chief\nTrust and Estates[/vc_column_text][/vc_column][/vc_row]\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=TmamVCae7hY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ask-the-experts-grow-your-practice-with-philanthropy-comparing-dafs-and-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250507T130000
DTEND;TZID=America/New_York:20250507T140000
DTSTAMP:20250825T064111
CREATED:20250414T055058Z
LAST-MODIFIED:20250512T042122Z
UID:10000123-1746622800-1746626400@foundationsource.com
SUMMARY:Unrestricted Awards to Remarkable Individuals: A Grantmaking Tool That Prioritizes The Grantee
DESCRIPTION:Join us for a conversation with a foundation that prioritizes grantees over itself. Come to this webinar to learn about how a foundation can issue grant awards to individuals and celebrate the accomplishments of artists\, scientists and others all while meeting the foundation’s disbursement obligations. Foundation Source’s Head of Philanthropic Advisory Services Elizabeth Wong will be joined by Miriam Billinger\, Operations Director of the Maxwell/Hanrahan Foundation\, for a candid conversation on ways the foundation has connected purpose with practice—and why its goal is to shine the spotlight on its individual awardees and grantee partners rather than itself. \nKey takeaways from this discussion include: \n\nHow awards to individuals for unique\, innovative\, inspirational and groundbreaking achievements can be a powerful grantmaking tool.\nHow a foundation distributes financial resources directly to scientists\, teachers\, conservationists and creators whose diverse perspectives enable us to discover new things about ourselves and our world.\nHow a foundation that wants to stay lean and not reinvent the wheel can infuse its operations with processes that demonstrate respect for its partners including tools and best practices for funding with a light footprint.\n\nPresented By:\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”3405″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nElizabeth Wong\nHead of Philanthropic Advisory Services\nFoundation Source\n[/vc_column_text][vc_column_text]With three decades of experience in organizational performance and philanthropy\, Elizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader\, relationship manager\, executive coach and philanthropic consultant\, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas\, including high-impact philanthropy\, family foundation governance\, succession planning\, and leadership/program development. She specializes in strategic planning\, leadership transitions\, organizational development for corporations\, nonprofits and foundations\, and business development and client retention. \nIn her current role\, Elizabeth serves as the Head of Philanthropic Advisory Services at Foundation Source\, the nation’s largest provider of comprehensive support services for private foundations. She leads an experienced team of philanthropic directors in expertly helping clients carry out their philanthropic missions and activities. She is also responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education. \nPassionate about philanthropy and the power of the social sector\, Elizabeth serves on the boards of the Gates Foundation Alumni Network\, Digital Green (a global development organization partnering with smallholder farmers)\, and the Center for Large Landscape Conservation (CLLC). She grew up in San Francisco\, CA\, and lives with her family in Seattle\, WA.[/vc_column_text][/vc_column][vc_column column_padding=”padding-2-percent” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”left-right” 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=”1/2″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default”][image_with_animation image_url=”4415″ image_size=”full” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”none” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][vc_column_text]\nMiriam Billinger\nOperations Director\nMaxwell/Hanrahan Foundation\n[/vc_column_text][vc_column_text]Miriam’s experience and professional passion live in the operational world of mission-driven organizations. Miriam has worked with nonprofits and foundations for over twenty years and is a leader in finance\, grant management\, organizational culture and team development. \nMiriam has worked with nonprofits and foundations for over twenty years as a leader in finance\, grant management\, organization culture and team development. Miriam lights up when she talks about the intersection of mission and money in nonprofits. She has served as consultant and mentor to organizations with budgets ranging from $30K to $300M and whose areas of focus span conservation\, environmental education and sustainable agriculture. Miriam’s work is rooted in strengthening operating systems that enable nonprofits and foundations to be efficient\, effective\, resilient and impactful. \nPrevious roles include serving as program finance officer for the Gordon & Betty Moore Foundation\, assistant finance director at Humboldt State University’s Sponsored Programs Foundation and consultant to nonprofits and land trusts across Northern California. Miriam studied business economics and financial accounting\, and she is trained in facilitative leadership\, project management and meeting facilitation. \nMiriam is currently serving as a board member for Multiplier\, a nonprofit fiscal sponsor and impact accelerator. Miriam lives in the redwoods and can be found quilting\, camping and volunteering in the public schools. She is the proud mother of two awesome children who inspire her to work for a brighter future and a healthier planet.[/vc_column_text][/vc_column][/vc_row]\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=N3PCewbyRY0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/unrestricted-awards-to-remarkable-individuals-a-grantmaking-tool-that-prioritizes-the-grantee/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250321T130000
DTEND;TZID=America/New_York:20250321T140000
DTSTAMP:20250825T064111
CREATED:20250321T112558Z
LAST-MODIFIED:20250618T125016Z
UID:10000114-1742562000-1742565600@foundationsource.com
SUMMARY:From Fundamentals to Compliance: Exploring The Best Practices of a “Well-Run” Foundation
DESCRIPTION:Wondering what the secrets to success are for “well-run” foundations? It starts with following some best practices in two key areas: establishing the fundamentals and expense compliance. Join our in-house experts Kimberly Scott and Jeannea Varrichio who will share their unique insights and examples that have served our private foundation clients well. \nKey takeaways from this discussion include: \nEstablishing the Fundamentals\n\nGovernance\nDocumentation\nSuccession Planning\nNextGen Engagement\n\nExpense Compliance\n\nCompensation\nBoard Meetings\nDirect Charitable Activities\nConducting Site Visits\n\n\nMeet out Speakers: \nKimberly Scott \nSenior Director of Client Services \nKimberly Scott\, Senior Director of Client Services\, has over 20 years of experience working with philanthropic organizations. Prior to joining Foundation Source in 2008\, she worked with SunTrust Bank as a Portfolio Specialist and Credit Analyst focusing mainly on public charities. She has served on various boards for organizations focusing on financial literacy\, arts appreciation and health/wellness. In addition to overseeing a client services team\, Kimberly also manages the departmental training program\, Client Services University. Kimberly has a B.A. in Psychology with a minor in Management and Organization from Spelman College. She earned her M.B.A. from the University of Georgia with an additional certification in Non-Profit Management. Kimberly currently resides in Atlanta\, GA and is an avid tennis player and a travel enthusiast. \nJeannea Varrichio \nNational Director of Legal Services \nJeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including\, grants to individuals\, program-related investing\, international grantmaking\, scholarship and award programs\, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing\, excess business holding\, jeopardizing investment\, and taxable expenditure rules. Jeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source\, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University\, where she was an editor for The Hofstra Labor and Employment Law Journal. \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=5rNDITtsnYo” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/from-fundamentals-to-compliance-exploring-the-best-practices-of-a-well-run-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250319T130000
DTEND;TZID=America/New_York:20250319T140000
DTSTAMP:20250825T064111
CREATED:20250319T111018Z
LAST-MODIFIED:20250321T111800Z
UID:10000113-1742389200-1742392800@foundationsource.com
SUMMARY:Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations
DESCRIPTION:When disasters such as the recent southern California wildfires and other crises strike\, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster relief\, private foundations can also provide hardship assistance grants\, scholarship grants\, awards\, and even prizes. Regardless of what type of grants to individuals a foundation may choose to make\, certain procedures must be followed to remain compliant with IRS rules. Join our Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to individuals. \nSome of the topics covered will include: \nSome of the topics covered will include:  \n\nWhy would a private foundation want to make grants to individuals?\nWhen is IRS approval needed and what’s at stake when a private foundation doesn’t comply with applicable IRS rules for grants to individuals?\nThe IRS requirements applicable to grants to individuals (other than possible advance approval).\nTypes of grants to individuals and special requirements for each (scholarships/emergency/financial hardship/prizes and awards).\nSpecial rules for employer-sponsored disaster relief and employer-related scholarships.\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval \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=Hlw3k4ipqt0″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/exploring-grants-to-individuals-clearing-up-misconceptions-and-compliance-considerations-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240815T130000
DTEND;TZID=America/New_York:20240815T140000
DTSTAMP:20250825T064111
CREATED:20240724T195811Z
LAST-MODIFIED:20240821T231302Z
UID:10000082-1723726800-1723730400@foundationsource.com
SUMMARY:The Many Facets of Family Philanthropy
DESCRIPTION:How do different families approach their giving? Is there a single\, homogeneous model that works for everyone? You’re invited to join us for an enlightening conversation on the many facets of family philanthropy with subject matter experts Miki Akimoto and Elizabeth Wong. From discussing the ups and downs of family giving to defining who constitutes “family” in a foundation\, you’ll hear real-life examples of how today’s philanthropic families are navigating the highs\, and yes sometimes\, the lows of their charitable giving. \nIn this session\, we’ll also cover: \n\nAdapting best practices\nDefining what it means to participate\nRethinking who is eligible to participate\nCrafting invitations and strong onboarding practices for engaging in the family’s giving\nKey takeaways for common scenarios\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=E1fIx5Ag_zs” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-many-facets-of-family-philanthropy/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T130000
DTEND;TZID=America/New_York:20240620T140000
DTSTAMP:20250825T064111
CREATED:20240605T185424Z
LAST-MODIFIED:20240625T130930Z
UID:10000081-1718888400-1718892000@foundationsource.com
SUMMARY:The 990-PF: How to Reap Savings and Avoid Pitfalls
DESCRIPTION:In this era of increased accessibility and public interest\, press\, researchers\, grant seekers\, and more may look at your 990-PF for information about your organization. However\, many tax practitioners remain unfamiliar with this highly specialized form\, which may subject your foundation to scrutiny if filled out incorrectly. \nJoin us on Thursday\, June 20th at 1 PM ET for a free webinar with Foundation Source’s Chief Legal Officer Jeffrey Haskell\, who will decode the nuances of the 990-PF form. From missed savings opportunities to common pitfalls\, the webinar will demystify the form and help you understand how to get the most from your giving. \nThis webinar is sponsored by Foundation Source and hosted by the Chronicle of Philanthropy. All content presented during the event is provided by Foundation Source. \nBy registering for the webinar\, you acknowledge that Foundation Source or the Chronicle of Philanthropy may contact you regarding their products and services. \n  \nGuest Speaker:\nJeffrey Haskell\nChief Legal Officer\nFoundationSource \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=7Hl3m5M_pww” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/the-990-pf-how-to-reap-savings-and-avoid-pitfalls/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240509T130000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20250825T064111
CREATED:20240422T204255Z
LAST-MODIFIED:20240516T171238Z
UID:10000079-1715259600-1715263200@foundationsource.com
SUMMARY:Tax Survival Guide: Expert Planning Tips & Strategies For Foundations
DESCRIPTION:Private foundations offer a whole host of benefits—including certain tax advantages to encourage philanthropic giving. You’re invited to join us for a rare opportunity to hear from our deputy legal officer who will share ways philanthropists and their advisors can maximize the tax benefits of their charitable plans. \nIn this session\, we’ll cover: \nKey tax benefits associated with private foundations\nYesPotential pitfalls and errors of the 990-PF\nCommon mistakes and the potential consequences \nPresented by:\n\nJennifer Bruckman-Gorak\, J.D\,\nDeputy Legal Officer\nFoundation Source \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=J2ZRNBuqfio” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/tax-survival-guide-expert-planning-tips-strategies-for-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231208T130000
DTEND;TZID=America/New_York:20231208T140000
DTSTAMP:20250825T064111
CREATED:20231129T165217Z
LAST-MODIFIED:20231219T132717Z
UID:10000058-1702040400-1702044000@foundationsource.com
SUMMARY:Making an Impact: Prioritize\, Measure\, Maximize
DESCRIPTION:This time of year sees the highest level of donations\, communications and time spent between donors and the organizations they support. So\, what can funders and advisors do right now to make giving this year the most effective yet? Join our panel of experts for an action-oriented conversation that cuts through the chaos of the busy giving season by focusing on the one thing that truly matters: effectiveness. \nIn this session\, you’ll learn how to: \n\nPrioritize your philanthropic effectiveness goals–what does being effective mean to you and who can help with this conversation?\nMeasure your potential effectiveness—what is operational streamlining and how does this impact your mission?\nMaximize your philanthropic effectiveness–what can good communication accomplish?\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” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nAntoinette LeCouteur\nCo-founder\nCreate Impact\nAntoinette LeCouteur is a veteran advisor in the corporate\, social impact and philanthropic space. As the Co-founder of the consulting firm Create Impact\, Antoniette works in the space between people and philanthropy to close the gap and enable individuals and organizations to realize their impact goals. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nCameron Marsh\nSenior Analyst\nNucleus Research\nCameron Marsh is an advisor with Nucleus research\, an independent evaluation firm that focuses on measuring the return on interest gained by thoughtful partnerships. \n[/vc_column_text][/vc_column][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=”1/3″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\nSteve Aponte\nVice President of Product & Strategy\nFoundation Source\nAs the Vice President of Product & Strategy\, Steve Aponte’s passion for building technology that solves problems spans beyond the philanthropic space and focuses on sharing information with a human-first lens. \n[/vc_column_text][/vc_column][/vc_row]\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=soCDh9gwf8Y” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/making-an-impact-prioritize-measure-maximize/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T130000
DTEND;TZID=America/New_York:20231018T140000
DTSTAMP:20250825T064111
CREATED:20230927T174323Z
LAST-MODIFIED:20231020T094624Z
UID:10000051-1697634000-1697637600@foundationsource.com
SUMMARY:Foundation Source Demo - Oct 18\, 2023
DESCRIPTION:Join Us for a Live Demo of the Foundation Source platform! \nOne platform for your Foundation Management and Grants Management needs \nEngage\n\nLeverage proven workflows to simplify routine grantmaking\nDelight nonprofit and community partners with the GivingHub\nGrow board and committee member relationships through the Review Features\nFulfill your philanthropic mission​\n\nStreamline\n\nEase coordination with your tax and legal team with two-way communication API\nReceive guidance and best practices at every step with our expert advisory services\nUnderstand a unified view of foundation activities with meaningful dashboards and self-service batch upload\nCreate more impact with timesaving automation\n\nCentralize\n\nCentralize critical information with unlimited users and permission levels\nOnboarding with our easy historical upload process\nOngoing tech support and product success with our complete helpdesk features\n\nImpactfully brings together the best of Foundation Source – Advisory Services\, Foundation Management and Grants Management\, into one powerful platform. \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=BmnZCqLWPOY” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/foundation-source-demo-oct-18-2023/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231017T130000
DTEND;TZID=America/New_York:20231017T140000
DTSTAMP:20250825T064112
CREATED:20231002T061122Z
LAST-MODIFIED:20231020T083340Z
UID:10000054-1697547600-1697551200@foundationsource.com
SUMMARY:Pivotal Philanthropic Stages: A Look at the Lifecycle of a Foundation
DESCRIPTION:One of the many benefits of having a private foundation is that it lives in perpetuity\, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation\, foundations can be an “estate plan in action\,” helping provide a mechanism for families to cement their goals\, collaborate to effect change and strengthen their legacy. Join one of the leading experts on private foundations to: \n\nTake a deep dive into the pivotal stages of a private foundation’s lifecycle\nUnderstand the key legal and operational considerations when starting\, and operating a private foundation\nGet insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nJeffrey D. Haskell\nChief Legal Officer\nFoundation Source \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \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=q4IkC_Q3db4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/pivotal-philanthropic-stages-a-look-at-the-lifecycle-of-a-foundation/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T130000
DTEND;TZID=America/New_York:20230927T140000
DTSTAMP:20250825T064112
CREATED:20230830T151400Z
LAST-MODIFIED:20230928T135811Z
UID:10000042-1695819600-1695823200@foundationsource.com
SUMMARY:3 Trends in Philanthropy: Thriving Thru Transitions\, Technology and Teamwork
DESCRIPTION:The only constant is change and philanthropy continues to see its fair share of emerging trends that are impacting giving. But what are the trends that philanthropists and their professional teams are currently implementing and are they finding these to be viable ways to maximize their charitable giving? Join our Head of Philanthropic Advisory Services Elizabeth Wong and Senior Philanthropic Director Robyn Hullihan for a thought-provoking discussion on timely topics including: \n\nThe next-generation transitions that are happening and how their new perspectives are reshaping leadership.\nThe wide range of giving approaches and the creative ways private foundations are leveraging their individuality to make a difference.\nThe need to lean into technology to help create efficiencies for foundation leaders who are often stretched thin.\n\nPresented by:\nElizabeth Wong\, Head of Philanthropic Advisory Services\, Foundation Source and\nRobyn Hullihan\, Senior Philanthropic Director\, Foundation Source \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=bhYVUrI4U6o” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/3-trends-in-philanthropy-thriving-thru-transitions-technology-and-teamwork/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230615T130000
DTEND;TZID=America/New_York:20230615T140000
DTSTAMP:20250825T064112
CREATED:20230608T051809Z
LAST-MODIFIED:20230616T173320Z
UID:10000038-1686834000-1686837600@foundationsource.com
SUMMARY:Reimagining Philanthropy for the 21st Century
DESCRIPTION:Tech\, Trust-Based Philanthropy & Modern Grantmaking\nThursday\, June 15th at 1 pm EST \nTraditional philanthropic practices — often involving top-down decision making and a culture of compliance — have failed to advance nonprofits’ potential for impact and innovation. A more effective and impactful approach to giving is possible when funders and donors approach their grantee relationships with transparency\, mutual learning\, and operational efficiency. How do philanthropists put these into practice? Join us to hear about practical ways to start making meaningful changes from Gemma Bull\, Co-Director of Modern Grantmaking\, Shaady Salehi\, Executive Director of the Trust-Based Philanthropy Project\, and Steve Aponte\, Vice President of Product & Strategy at Foundation Source. \nIn this session\, we’ll cover: \n\nTrust-Based Philanthropy values and practices\nThe Modern Grantmaking movement\nAdding transparency to giving\nOpening the giving dialogue more broadly\nLeading from the middle\nTech innovation\nHow to take steps toward operationalizing trust-based practices\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=N-tlYUQ47vQ” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n 
URL:https://foundationsource.com/event/reimagining-philanthropy-for-the-21st-century/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230404T130000
DTEND;TZID=America/New_York:20230404T140000
DTSTAMP:20250825T064112
CREATED:20230309T215212Z
LAST-MODIFIED:20230418T152131Z
UID:10000033-1680613200-1680616800@foundationsource.com
SUMMARY:Philanthropic Planning: How To Optimize Your Offering And Drive Growth
DESCRIPTION:Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize your offering to deepen client relationships and achieve better outcomes? \nIn this session\, you will learn: \n\nCurrent trends among charitably inclined clients\nHow to integrate philanthropy into a donor’s wealth management strategy\nIf a private foundation\, donor-advised fund\, or a combination of both is the right fit for your clients\nTax efficient strategies and case studies to share with your clients\nTools and resources to support philanthropic conversations\n\nCE Pending. \nElizabeth Wong\nNational Director of Philanthropic Advisory Services\nFoundation Source \nElizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader\, relationship manager\, executive coach and philanthropic consultant\, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas\, including high-impact philanthropy\, family foundation governance\, succession planning\, and leadership/program development. She specializes in strategic planning\, leadership transitions\, organizational development for corporations\, nonprofits and foundations\, and business development and client retention. Passionate about philanthropy and the power of the social sector\, Elizabeth sits on the advisory board of the Bill & Melinda Gates Foundation Alumni Network. She grew up in San Francisco\, CA\, and lives with her family in Seattle\, WA. \n\nJulia Reed\nNational Director Charitable Consulting\nSchwab CharitableTM \nJulia leads the Charitable Consulting team at Schwab Charitable\, serving advisors\, family offices\, and donors nationwide with charitable planning consultation and resources designed to help wealth management professionals and their clients maximize impact. Julia has experience with many aspects of effective philanthropy\, including complex assets\, legacy planning\, and social impact strategy. She has spent more than 20 years in the financial services industry\, working in two security exchanges\, in private wealth management\, and in planned gifts. She holds a BA in Business Administration from John F. Kennedy University and serves on the board of Community Housing Partnership\, DBA HomeRise in San Francisco where she lives with her family. \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=0CKhD4hRe7o” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/philanthropic-planning-how-to-optimize-your-offering-and-drive-growth/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T130000
DTEND;TZID=America/New_York:20230323T140000
DTSTAMP:20250825T064112
CREATED:20230228T202727Z
LAST-MODIFIED:20230324T180651Z
UID:10000032-1679576400-1679580000@foundationsource.com
SUMMARY:Differentiated Giving: Underutilized Capabilities of Private Foundations
DESCRIPTION:We asked our in-house team of philanthropic experts to weigh in on the unique (yet sometimes underutilized) capabilities of private foundations. For the foundations that have tried these specific strategies\, they’ve seen tremendous impact\, which begs the question…why aren’t more private foundations leveraging the distinctive benefits that are available to them? Join us as we share the top strategies we’ve seen our clients successfully implement—and the powerful stories that bring them to life. \nKey takeaways from this session include: \n\nProgram- and Mission-Related Investments\nGrants to individuals for hardships and disasters\nOverdistributing minimum distribution requirement (MDR) in high-performing years\nLeveraging charitable expenses to advance mission\nAnd more\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=iuTe3pQqdBU” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/differentiated-giving-underutilized-capabilities-of-private-foundations/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230315T130000
DTEND;TZID=America/New_York:20230315T140000
DTSTAMP:20250825T064112
CREATED:20230228T202209Z
LAST-MODIFIED:20230322T123857Z
UID:10000031-1678885200-1678888800@foundationsource.com
SUMMARY:Managing Risk in Private Foundations: Compliance Fundamentals
DESCRIPTION:Private foundations offer a robust philanthropic toolkit and are the gold standard for helping families build lasting legacies – but they can be tricky for donors to administer on their own without clear guidance. Join this session with Foundation Source’s Chief Legal Officer Jeffrey Haskell for important insights on the substantive rules that govern private foundations. Learn what activities are permissible\, which require advance IRS approval and the most common trouble spots to help your clients steer clear of compliance issues and penalties. \nSome of the topics covered will include: \n\nEmploying a family member\nMaking scholarship and hardship or disaster relief grants\nTransactions between a foundation and its insiders\nGuidelines for avoiding jeopardizing investments\n\nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \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=Rcl-xC_eoGM” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nSpeakers include: \n \nJeffrey D. Haskell\, J.D.\, L.L.M.\nChief Legal Officer\nFoundation Source \n \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates
URL:https://foundationsource.com/event/managing-risk-in-private-foundations-compliance-fundamentals/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230314T130000
DTEND;TZID=America/New_York:20230314T140000
DTSTAMP:20250825T064112
CREATED:20230228T194214Z
LAST-MODIFIED:20230322T123821Z
UID:10000030-1678798800-1678802400@foundationsource.com
SUMMARY:Tech Talk Series: What's New? Grants Management System & Impact Planning
DESCRIPTION:Join us as we kickoff our new quarterly webinar series Tech Talk: What’s New? where we’ll highlight new platform enhancements! This is the perfect chance to stay in the know and take your philanthropy to the next level. From new features to major workflow improvements\, you’ll get to hear firsthand about the latest platform updates from our lead Product Director and a knowledgeable Private Client Advisor. Up first\, you’ll learn about our recently released Grants Management System and Impact Planning feature. \nKey takeaways from this session include: \n\nHow to set yourself up now for a successful philanthropic giving year with the Impact Planning feature\nThe newest product release features of our Grants Management System:\n\nThinking about inviting nonprofits to apply for a grant? We will show you the new online application feature.\nWant to make sure you are being a good steward to the nonprofits you serve? We will show you the new nonprofit GivingHub.\n\n\n\n\nWhat’s coming on our roadmap? We will give you a look into what is coming up as Foundation Source continues to innovate.\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=mhfXrS4P0pA” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nPresented by: \nCorreena Schultz\, Director of Product Management \nJennifer Smith\, Private Client Advisor
URL:https://foundationsource.com/event/tech-talk-series-whats-new-grants-management-system-impact-planning/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221201T130000
DTEND;TZID=America/New_York:20221201T140000
DTSTAMP:20250825T064112
CREATED:20220916T083210Z
LAST-MODIFIED:20221202T030051Z
UID:10000007-1669899600-1669903200@foundationsource.com
SUMMARY:Moving the Needle on Democracy and Equity
DESCRIPTION:Healthy democracies are powered by healthy communities where everyone participates. Everyday leaders play a vital role in building relationships that strengthen their community’s ability to address their most pressing needs. Merle McGee\, President\, and CEO of Everyday Democracy\, joins Foundation Source for an inspiring discussion on innovative approaches to building strong and healthy local democracies through dialogue and community engagement. \nKey points of discussion: \n\nThe important role philanthropists and foundations can play in driving specific outcomes.\nChallenges to building multiracial democracies including race\, class and gender disparities and different approaches on the pathway forward.\nAchieving transformational change through dialogue and authentic community engagement.\nConnecting the dots between democracy\, social justice\, civic engagement\, and the lives of everyday people.\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=”25″ 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=Ecz6HcNCjiI” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\nMeet out Speakers: \nMerle McGee \nPresident & Chief Executive Officer\nEveryday Democracy \nAs the President and CEO of Everyday Democracy\, Merle McGee brings over 25 years’ experience in non-profit settings fighting alongside historically marginalized and excluded communities for dignity and racial\, gender\, and economic justice. Before joining Everyday Democracy\, she served as Chief Equity and Engagement Officer at Planned Parenthood of Greater New York\, where she led organizational transformation through community engagement initiatives and by conceiving and implementing Reviving Radical\, an initiative to reckon with the organization’s history and build accountable relationships with communities of color. She also served as Chief Program Officer at YWCA of the City of New York and taught non-profit consulting and Race and Identity in Organizations at New York University’s Robert F. Wagner School of Public Service. Merle earned her Bachelor of Fine Arts from New York University\, Tisch School of the Arts\, and a Master of Science in Nonprofit Management from the New School. \nGillian Howell \nHead of Client Advisory Solutions\nFoundation Source \nGillian Howell leads the Client Services and Philanthropic Advisory Services functions at Foundation Source\, where she oversees teams of seasoned relationship management and philanthropic advisory professionals as they help foundations achieve their charitable objectives with greater efficiency and effectiveness. Previously\, Gillian spent 31 years at Bank of America and its predecessor organizations where she served in multiple philanthropic leadership roles while collaborating with high-net-worth donors\, private foundations\, donor-advised funds and nonprofits on strategic planning\, donor development\, mission advancement\, next generation engagement and board governance\, as well as philanthropic investments and fiduciary and risk management. She is president of the Trustees of the Colt Bequest\, a National Advisor for Vision 2020 founded by the Institute for Women’s Health and Leadership at Drexel University\, and a board member of Everyday Democracy.
URL:https://foundationsource.com/event/moving-the-needle-on-democracy-and-equity/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221110T130000
DTEND;TZID=America/New_York:20221110T150000
DTSTAMP:20250825T064112
CREATED:20221110T002512Z
LAST-MODIFIED:20221116T040844Z
UID:10000026-1668085200-1668092400@foundationsource.com
SUMMARY:Top Tools for HNW Philanthropy: Private Foundations & Donor-Advised Funds
DESCRIPTION:While nearly 90% of affluent households participate in charitable giving\, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. Join this session to learn about: \n• The key features and benefits of the most popular and flexible charitable giving vehicles.\n• Insights from a leading wealth manager on how these vehicles are used most effectively to help wealthy families with tax and charitable planning.\n• Which tax advantages are available to your clients before the end of the year.\n• How to use philanthropy as a foothold to expand your high-net-worth and ultra-high-net-worth relationships. \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=k-LYDOpu2Fk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\n \nDarren L. Henderson\nPartner @Corient Capital Partners \nWith 21 years of investment experience\, Darren Henderson began his career on Wall Street as a Financial Analyst at Goldman\, Sachs & Co. in the Private Wealth Management Division. After graduate school\, he returned to Goldman Sachs advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives. Prior to founding Corient\, Darren advised private clients as a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch. Darren is actively involved in a variety of community activities and is a member of Gen Next\, a global network of business and civic leaders tackling some of the greatest generational challenges of our time\, including business\, global defense and terrorism\, and education. Darren earned his B.A. in English from Brigham Young University and an M.B.A in Finance from The Wharton School at the University of Pennsylvania. \nJosh Stamer\nSenior Managing Director\, West Region @Foundation Source \nJosh Stamer serves as Foundation Source’s Senior Managing Director for the West Region\, working with wealth managers\, financial advisors\, attorneys\, and donors who either have or are interested in establishing a private foundation. Josh is passionate about helping successful individuals\, families and organizations develop their passion for philanthropy. Josh is especially interested in entrepreneurial philanthropy and thinking outside the box to achieve results. He has extensive experience in both financial and client services. Prior to Foundation Source\, Josh was the Western Regional Sales Director with Workiva\, where he successfully on-boarded and developed client partnerships with some of the nation’s largest banks\, insurance companies\, and mutual and hedge fund organizations. He graduated Magna Cum Laude from California State University\, Long Beach\, and from the University of Wollon-gong in New South Wales\, Australia.
URL:https://foundationsource.com/event/top-tools-for-hnw-philanthropy-private-foundations-donor-advised-funds/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221026T130000
DTEND;TZID=America/New_York:20221026T140000
DTSTAMP:20250825T064112
CREATED:20220916T081722Z
LAST-MODIFIED:20221026T214321Z
UID:10000006-1666789200-1666792800@foundationsource.com
SUMMARY:The Path to Impact: Foundation Leaders Share Their Journeys
DESCRIPTION:New foundation leaders often search for the “right” way to operate a foundation. While there are certain rules of the road\, the truth is that there are many ways to approach grantmaking. Every philanthropist shares an interest in making an impact\, but they may take very different roads to get there. Learn how the leaders of the Åcahand and Justamere Foundations started in different places but landed on a similar course toward impactful giving. We’ll talk about the unique choices their foundations made when developing programmatic priorities and how both strategies have led to meaningful grantmaking. \nThe discussion will cover topics such as: \n\nDetermining a programmatic starting point\nDeciding among a selection of approaches in addressing community needs\nDrawing expertise from the community\nAllowing grantmaking to evolve as the foundation becomes increasingly informed by its work\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=nWzzU9bg_YI” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nMeet Our Speakers:\n \nLori Cushman\nPresident\, Justamere Foundation \nAs President of the Justamere Foundation\, Lori Cushman has “the best job in the world\,” working with a generous family to make a significant difference in people’s lives. Since their inception in March 2021\, the Justamere Foundation’s mission is to impact generational poverty through grants and scholarships to remove the obstacles that are preventing people from becoming their most successful self. Lori has more than 30 years of professional experience in technical sales\, software sales\, and technical consulting. In her previous position\, she began getting involved in the United Way and became the organizations Workplace Coordinator\, finding great satisfaction in rallying volunteers and implementing their programs. She has also served on the boards of her local Lions Club and the West Chester Area Education Foundation. \n\n \nSteven Harris\nExecutive Director\, Åcahand Foundation \nSteve is the executive director of the Åcahand Foundation. He leads the Foundation’s domestic and global philanthropic partnerships and programs including the establishment of its strategy\, impact\, evaluation and overall management. Åcahand’s mission is to inspire learning and education\, lift the health and welfare of others\, innovate positive change\, and amplify impact. Foundation Source and its team has been integral to the success of the Åcahand Foundation since its inception\, and Steve is excited and honored to participate in this webinar. Prior to joining Åcahand\, he worked with other non-profits and as a trusted advisor to C-suite executives in providing financial advisory and business valuation consulting to domestic and international clients for mergers and acquisitions\, financial reporting\, tax planning\, fairness opinions\, financial modeling\, and operational due diligence initiatives. After living in the Chicago area for 25 years\, Steve and his wife Cindy are happy to be back in Utah enjoying family and the outdoors. \n\n \nRobyn Calisti Hullihan\nSenior Philanthropic Director\, Foundation Source \nRobyn Calisti Hullihan is a Senior Philanthropic Director at Foundation Source. An expert in the field of philanthropy and private foundations\, Robyn advises clients in meeting their philanthropic goals and strategic planning needs. Robyn has 30 years of experience in the charitable giving sector\, including running her own philanthropic consultancy\, and serving as the executive director of the Joyce and Irving Goldman Family Foundation\, associate director of The Tow Foundation\, program officer at The William Randolph Hearst Foundations\, and program officer and acting president at the Toshiba America Foundation. \n\n \nElizabeth Wong\nNational Director of Philanthropic Advisory Services\, Foundation Source \nElizabeth Wong is the National Director of Philanthropic Advisor Services at Foundation Source where she leads an experienced team of philanthropic directors and is a member of the company’s management team. With more than three decades of experience in the philanthropic sector\, Elizabeth is responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. Prior to joining Foundation Source\, Elizabeth served in key leadership and philanthropic advisory roles\, including principal in her own independent philanthropic consulting firm; senior program officer at the Gates Foundation\, managing a $90 million portfolio of Special Initiative and Family Interest grants and the foundation’s global education partnership with the William and Flora Hewlett Foundation QEDC Initiative; and vice president at JP Morgan Private Bank Global Foundations Group\, where she provided tailored grantmaking services to client foundations with assets of $25 million or more.
URL:https://foundationsource.com/event/the-path-to-impact-foundation-leaders-share-their-journeys/
CATEGORIES:Webinars,Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220929
DTEND;VALUE=DATE:20220930
DTSTAMP:20250825T064112
CREATED:20221026T180715Z
LAST-MODIFIED:20221026T180715Z
UID:10000025-1664409600-1664495999@foundationsource.com
SUMMARY:Practical Considerations for Splitting a Private Foundation
DESCRIPTION:When a privatefoundation decides to split\, how can their assets be divided fairly and practically? In this informative session hosted by Trust & Estates\, Foundation Source’s Chief Legal Officer Jeffrey Haskell was joined by non-profit accounting and legal experts\, Amanda Adams and Brad Bedingfield\, to discuss the practical considerations for when a private foundation’s principals decide to go their separate ways. \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=l894_Tm-7w4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nSPONSORED BY\nFoundation Source | Trusts & Estates \nJeffrey D. Haskell\, J.D.\, LL.M.\nChief Legal Officer\nFoundation Source \nAmanda M. Adams\nManaging Director\, National Leader\, Nonprofit Tax Services\nCherry Bekaert \nBrad Bedingfield\nPartner\, Chair of the Nonprofit Group and Senior Vice President of Hemenway Trust Company\nHemenway & Barnes LLP \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates
URL:https://foundationsource.com/event/practical-considerations-for-splitting-a-private-foundation/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220720
DTEND;VALUE=DATE:20220721
DTSTAMP:20250825T064112
CREATED:20220916T073105Z
LAST-MODIFIED:20220916T101149Z
UID:10000004-1658275200-1658361599@foundationsource.com
SUMMARY:Family Philanthropy: How It Can Thrive Thru the Generations
DESCRIPTION:Leaving a legacy and engaging with family are consistently cited as some of the top reasons philanthropists choose to establish a private foundation. So how are today’s families passing the philanthropic torch from one generation to the next? Pull up a chair and join our virtual roundtable as we hear from two of our clients\, each representing a distinct generational point of view\, and two subject matter experts on what it takes to create a successful multigenerational family foundation\, including: \n\nHow a president and founder encouraged engagement from younger family members\nHow a member of the rising generation got started in family philanthropy\nHow a third generation is taking the helm\nBest practices and insights on next-generation engagement\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=6zD1Kkm3Kr4″ el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/family-philanthropy-how-it-can-thrive-thru-the-generations/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220718
DTEND;VALUE=DATE:20220719
DTSTAMP:20250825T064112
CREATED:20220916T073507Z
LAST-MODIFIED:20220916T101130Z
UID:10000005-1658102400-1658188799@foundationsource.com
SUMMARY:Ethics and Charitable Giving - Trust & Estates Webinar
DESCRIPTION:The panelists will discuss the ethical and substantive rules regarding charitable giving. All the professions are involved: attorneys\, CPAs\, trust officers\, appraisers\, planned giving officers\, physicians—and even notaries. Knowing the rules governing the other professions can be as important as the rules applicable to yours. Simply put\, not knowing your stuff is unethical for most professions. Failure to follow the ethical rules can be subject to malpractice actions\, huge monetary and other sanctions by the IRS. \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=O_ahrxq7sFk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]
URL:https://foundationsource.com/event/ethics-and-charitable-giving-trust-estates-webinar/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220524
DTEND;VALUE=DATE:20220525
DTSTAMP:20250825T064112
CREATED:20220916T072736Z
LAST-MODIFIED:20220916T101108Z
UID:10000003-1653350400-1653436799@foundationsource.com
SUMMARY:Best Practices & Innovations for Strategic Giving in Times of Crisis
DESCRIPTION:From the current humanitarian crisis in Ukraine to weather-related events such as storms and wildfires\, disaster emergencies can strike without much warning and leave in their wake suffering that takes a lasting toll on communities. Philanthropists are in a unique position to help\, but with each crisis comes its own set of complexities that can make it challenging to provide the right kind of support at the right time. Join our subject matter experts for an enlightening roundtable discussion that will cover: \n\nBest practices and innovations in disaster recovery and emergency response that are leading to better outcomes\nWhat makes humanitarian crises different from other disaster emergencies\nHow needs and resilience have changed due to current challenges and dynamics\nWhat funders should be thinking about now\nAdvice and guidance on how funders can respond quickly and creatively in times of great need\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=RFl-N3Jx4XM” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nZack Rosenburg\nCo-Founder & CEO at SBP \nWilliam McNulty\nHead of Mission at Operation White Stork \nJeffrey D. Haskell\nChief Legal Officer at Foundation Source \nGillian Howell\nHead of Client Advisory Solutions at Foundation Source
URL:https://foundationsource.com/event/best-practices-innovations-for-strategic-giving-in-times-of-crisis/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220419
DTEND;VALUE=DATE:20220420
DTSTAMP:20250825T064112
CREATED:20220916T070312Z
LAST-MODIFIED:20221006T034351Z
UID:10000002-1650326400-1650412799@foundationsource.com
SUMMARY:Strategic Synergy: Alternative Investments & Private Foundations
DESCRIPTION:In the ongoing search for outsize returns and downside protection\, interest in alternative investments is continuing to grow. Non-traditional assets can play a key role in funding a long-term philanthropic mission when used through private foundations\, as they have the flexibility to accept a wide range of asset types including private equity\, hedge funds\, public partnerships\, cryptocurrency\, digital assets and real assets. This means that donors don’t have to compromise on their investment strategy\, as long as they’re not placing the charitable assets at undue risk. And because foundations are designed to exist in perpetuity\, they can take advantage of illiquid and other investments with longer time horizons. But unique assets can come with unique challenges. Join this session to hear our panel of experts discuss the investment\, legal and tax considerations of strategically incorporating alternative investments into a foundation’s portfolio. \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=KFJ1RYjt4pw” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nBen Durrant\nChief Investment Officer and Co-Founder\nProvenio Capital \nJeannea Varrichio\nLegal Services Director\nFoundation Source \nJosh Stamer\nSenior Managing Director\nFoundation Source
URL:https://foundationsource.com/event/strategic-synergy-alternative-investments-private-foundations/
CATEGORIES:Webinars - Replays
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220126
DTEND;VALUE=DATE:20220127
DTSTAMP:20250825T064112
CREATED:20220916T065930Z
LAST-MODIFIED:20220916T101023Z
UID:10000001-1643155200-1643241599@foundationsource.com
SUMMARY:Philanthropy Refresh Webinar - Private Foundations
DESCRIPTION:Taking Inventory in a Changing Environment\nAs you plan your goals for the New Year\, it’s an ideal time to take stock of your giving. Join our Philanthropy Refresh webinar to learn from two seasoned philanthropic advisors as they discuss how shifting priorities in the philanthropic landscape call for a refreshed approach to your charitable activities. In this session\, you’ll also learn the key factors to consider on your inventory checklist including program focus\, grantmaking structure\, impact evaluation\, communications and employee engagement. \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=iMdF9wgRpoM” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nElizabeth Wong\nNational Director of Philanthropic Advisory Services \nRobyn Hullihan\nSenior Philanthropic Director
URL:https://foundationsource.com/event/philanthropy-refresh-webinar-private-foundations/
CATEGORIES:Webinars - Replays
END:VEVENT
END:VCALENDAR