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DTSTART;TZID=America/New_York:20250812T130000
DTEND;TZID=America/New_York:20250812T140000
DTSTAMP:20250825T083045
CREATED:20250218T224601Z
LAST-MODIFIED:20250218T224601Z
UID:10000108-1755003600-1755007200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Aug 12\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-aug-12-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250708T130000
DTEND;TZID=America/New_York:20250708T140000
DTSTAMP:20250825T083045
CREATED:20250218T224432Z
LAST-MODIFIED:20250218T224432Z
UID:10000107-1751979600-1751983200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jul 8\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jul-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250613T130000
DTEND;TZID=America/New_York:20250613T140000
DTSTAMP:20250825T083045
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:20250610T130000
DTEND;TZID=America/New_York:20250610T140000
DTSTAMP:20250825T083045
CREATED:20250218T223014Z
LAST-MODIFIED:20250218T224208Z
UID:10000105-1749560400-1749564000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 10\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jun-10-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250603T140000
DTEND;TZID=America/New_York:20250603T150000
DTSTAMP:20250825T083045
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:20250513T130000
DTEND;TZID=America/New_York:20250513T140000
DTSTAMP:20250825T083045
CREATED:20250218T223109Z
LAST-MODIFIED:20250218T223158Z
UID:10000106-1747141200-1747144800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 13\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-may-13-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250507T130000
DTEND;TZID=America/New_York:20250507T140000
DTSTAMP:20250825T083045
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:20250408T130000
DTEND;TZID=America/New_York:20250408T140000
DTSTAMP:20250825T083045
CREATED:20250218T222905Z
LAST-MODIFIED:20250218T223503Z
UID:10000104-1744117200-1744120800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 8\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-apr-8-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250321T130000
DTEND;TZID=America/New_York:20250321T140000
DTSTAMP:20250825T083045
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:20250825T083045
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:20250311T130000
DTEND;TZID=America/New_York:20250311T140000
DTSTAMP:20250825T083045
CREATED:20250218T222452Z
LAST-MODIFIED:20250218T223603Z
UID:10000103-1741698000-1741701600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 11\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-mar-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250211T130000
DTEND;TZID=America/New_York:20250211T140000
DTSTAMP:20250825T083045
CREATED:20250218T222158Z
LAST-MODIFIED:20250218T223658Z
UID:10000102-1739278800-1739282400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 11\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-feb-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241023T140000
DTEND;TZID=America/New_York:20241023T150000
DTSTAMP:20250825T083045
CREATED:20240923T191943Z
LAST-MODIFIED:20240923T192030Z
UID:10000093-1729692000-1729695600@foundationsource.com
SUMMARY:Charitable Giving - Exclusive Webinar
DESCRIPTION:We are excited to invite you to an exclusive webinar from Foundation Source and SEI focused on the unique challenges and opportunities associated with charitable giving for ultra-high-net-worth (UHNW) families. \nSummary\nJoin a conversation brought to you by SEI\, in partnership with Foundation Source\, where our panel of experts will discuss how to develop a philanthropic strategy that not only benefits your chosen causes but also helps align your family’s values and long-term goals.  \nTopics to be covered include: \nDefining and achieving your family’s philanthropic vision\nBuilding a governance structure that draws your family together\nMaximizing the impact of your giving through strategic grantmaking \nThis webinar is designed for families who are committed to making a meaningful difference and want to ensure their giving is both impactful and sustainable. \nSpeakers: \n\nKelley Wolfington\nSenior Wealth Strategist\, SEI Private Wealth Management \nFor more than 20 years\, Kelley has provided estate\, philanthropy\, tax\, and succession planning advice to ultra-high-net-worth and high-net-worth clients. \n\nRobyn Calisti Hullihan\nSenior Philanthropic Director\, Foundation Source \nWith 30 years of experience in the charitable giving sector\, Robyn helps clients accomplish their philanthropic goals through a variety of methods\, including research\, strategic planning\, grantmaking and evaluations\, governance\, and family engagement. \nREGISTER NOW
URL:https://foundationsource.com/event/charitable-giving-exclusive-webinar/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240815T130000
DTEND;TZID=America/New_York:20240815T140000
DTSTAMP:20250825T083045
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:20250825T083045
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:20240611T130000
DTEND;TZID=America/New_York:20240611T140000
DTSTAMP:20250825T083045
CREATED:20240322T150024Z
LAST-MODIFIED:20240322T150024Z
UID:10000073-1718110800-1718114400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jun 11\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jun-11-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T130000
DTEND;TZID=America/New_York:20240514T140000
DTSTAMP:20250825T083045
CREATED:20240322T145908Z
LAST-MODIFIED:20240322T145908Z
UID:10000072-1715691600-1715695200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - May 14\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-may-14-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240509T130000
DTEND;TZID=America/New_York:20240509T140000
DTSTAMP:20250825T083045
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:20240409T130000
DTEND;TZID=America/New_York:20240409T140000
DTSTAMP:20250825T083045
CREATED:20240322T145742Z
LAST-MODIFIED:20240322T145742Z
UID:10000071-1712667600-1712671200@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Apr 9\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-apr-9-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240312T130000
DTEND;TZID=America/New_York:20240312T140000
DTSTAMP:20250825T083045
CREATED:20231130T022904Z
LAST-MODIFIED:20240322T145715Z
UID:10000061-1710248400-1710252000@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Mar 12\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-mar-12-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T130000
DTEND;TZID=America/New_York:20240213T140000
DTSTAMP:20250825T083045
CREATED:20231130T022543Z
LAST-MODIFIED:20231130T022913Z
UID:10000060-1707829200-1707832800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Feb 13\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-feb-13-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240116T130000
DTEND;TZID=America/New_York:20240116T140000
DTSTAMP:20250825T083045
CREATED:20231130T020748Z
LAST-MODIFIED:20231130T022046Z
UID:10000059-1705410000-1705413600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 16\, 2024
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jan-16-2024/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240114T130000
DTEND;TZID=America/New_York:20240114T140000
DTSTAMP:20250825T083045
CREATED:20250218T221835Z
LAST-MODIFIED:20250218T222238Z
UID:10000101-1705237200-1705240800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Jan 14\, 2025
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur technology is purpose-built with one thing in mind: more effective philanthropy for donors\, nonprofits and advisors. \nAmplify impact\nAddress the capabilities\, workflows and requirements of charitable vehicles\nImproved experience\, reduced risk and increased efficiency\n\n\n \nExpertise\nWith deep domain and regulatory experience\, our in-house specialists are here to help you reach your goals. \n65+ years of in-market experience\nSupport all stages of giving through private foundations\, charitable trusts and donor-advised funds\nPersonalized\, responsive service from tax\, regulatory and philanthropic experts to drive better outcomes\n\n\n \nAdministration\nWe offer enterprise-caliber\, outsourced solutions for private foundations\, planned giving programs and financial institutions. \nOutsourced\, configurable charitable administration\nWe can handle all the administrative details\, so funders can enjoy their philanthropy\nModern\, frictionless experience \n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-sources-offerings-live-presentation-jan-14-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T140000
DTEND;TZID=America/New_York:20231212T150000
DTSTAMP:20250825T083045
CREATED:20230927T174714Z
LAST-MODIFIED:20231130T021654Z
UID:10000053-1702389600-1702393200@foundationsource.com
SUMMARY:Foundation Source Demo - Dec 12\, 2023
DESCRIPTION:Join Us For a Live Presentation of Foundation Source’s Offerings\nSupport for philanthropists and their professional teams\n \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\n\n \nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\n\n \nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-dec-12-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231208T130000
DTEND;TZID=America/New_York:20231208T140000
DTSTAMP:20250825T083045
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T140000
DTEND;TZID=America/New_York:20231114T150000
DTSTAMP:20250825T083045
CREATED:20230927T174547Z
LAST-MODIFIED:20231026T141918Z
UID:10000052-1699970400-1699974000@foundationsource.com
SUMMARY:Foundation Source Demo - Nov 14\, 2023
DESCRIPTION:Join Us For a Live Demo of Foundation Source’s Offerings \nSupport for philanthropists and their professional teams \nTechnology\nOur tech platform was built with one thing in mind: more effective philanthropy. \n\nMDR Tracking\nStreamlined Grant Workflows\nExtensive Reporting\n\nExpertise\nLet us join you on your philanthropic journey with the experience and tools you need to reach your goals. \n\nTax and Legal Specialists\nPhilanthropic Advisory\nAdvanced Grantmaking Support\n\nAdministration\nOur tech-enabled solutions make giving – and having a foundation – easier. \n\nGrant and Expense Processing\nCompliance Monitoring\nTax Preparation and Filing\n\n  \nREGISTER NOW
URL:https://foundationsource.com/event/foundation-source-demo-nov-14-2023/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231024T140000
DTEND;TZID=America/New_York:20231024T150000
DTSTAMP:20250825T083045
CREATED:20230918T194421Z
LAST-MODIFIED:20230918T194421Z
UID:10000043-1698156000-1698159600@foundationsource.com
SUMMARY:Donor Advised Funds vs. Private Foundations
DESCRIPTION:Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and private foundations. \nThe experts in the latest installment of our Ask the Experts Webinar Series will provide an overview of these two charitable planning vehicles and the pros and cons of each\, as well as review some recent legislative activity around DAFs. They’ll also answer your pre-submitted questions on DAFs and private foundations. \nCFP\, CIMA®\, CPWA®\, CIMC®\, RMA®\, and AEP® CE Credits have been applied for and are pending approval. \nGillian Howell\nHead of Client Advisory Solutions\nFoundation Source \nSandra Swirski\nFounder\nInteger \nGregory W. Baker\nPresident and Chairperson\nRenaissance Charitable \nSusan Lipp – Moderator\nEditor in Chief\nTrusts & Estates \nREGISTER NOW
URL:https://foundationsource.com/event/donor-advised-funds-vs-private-foundations/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231018T130000
DTEND;TZID=America/New_York:20231018T140000
DTSTAMP:20250825T083045
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:20250825T083045
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:20250825T083045
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
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