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X-WR-CALDESC:Events for Foundation Source
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DTSTART;TZID=America/New_York:20250907T080000
DTEND;TZID=America/New_York:20250910T170000
DTSTAMP:20250825T024520
CREATED:20250523T141356Z
LAST-MODIFIED:20250523T141356Z
UID:10000126-1757232000-1757523600@foundationsource.com
SUMMARY:Future Proof Festival
DESCRIPTION:BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY\nJoin thousands of financial advisors\, wealth management executives\, LPs\, asset managers\, fintechs\, emerging startups\, and the media for a transformative four-day festival. \nBreakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50\,000 pre-scheduled onsite 15-minute introductory meetings\, making Breakthru the wealth management industry’s largest ever meetings program. \n \nREGISTER NOW
URL:https://foundationsource.com/event/future-proof-festival/
CATEGORIES:Conferences
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250909T130000
DTEND;TZID=America/New_York:20250909T140000
DTSTAMP:20250825T024520
CREATED:20250218T224753Z
LAST-MODIFIED:20250218T224753Z
UID:10000109-1757422800-1757426400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Sep 9\, 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-sep-9-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T080000
DTEND;TZID=America/New_York:20250919T170000
DTSTAMP:20250825T024520
CREATED:20250523T141859Z
LAST-MODIFIED:20250523T142034Z
UID:10000127-1758096000-1758301200@foundationsource.com
SUMMARY:DAF Giving Summit 2025
DESCRIPTION:Inspired by impact:
DAF Giving Summit \nIgnite your passion for philanthropy\, expand your network\, and shape the future of giving at the DAF Giving Summit\, September 17-19\, 2025\, in Washington DC. \n \nREGISTER NOW
URL:https://foundationsource.com/event/daf-giving-summit-2025/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20250825T024520
CREATED:20250523T142714Z
LAST-MODIFIED:20250523T142714Z
UID:10000128-1760428800-1760720400@foundationsource.com
SUMMARY:2025 Forbes | SHOOK Top Advisor Summit
DESCRIPTION:The Wynn\, Las Vegas\, NV | October 14-17\, 2025 | Las Vegas\, NV\nOctober 14: Pre-Party\nOctober 15\, 1pm: Opening Sessions\, Best Idea Competition\, Gala Dinner\nOctober 16: Sessions\, Dine-Arounds with Partners\nOctober 17: Sessions conclude at 11am \nPast Sample Sessions:\n\nCE Credits Available\n“The Group of 8” R.J. Shook\nBuilding the Team of the Future\nMarket Outlook: Investing with Caution and Courage\nTeam Structures and Compensation\nSHOOK Ones – Best Ideas from America’s Top Advisors\nInvesting Ideas from Industry Experts\nThe Future of Our Practices\nOpportunities in Alternative Markets\n\nand much more… \n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-forbes-shook-top-advisor-summit/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251014T130000
DTEND;TZID=America/New_York:20251014T140000
DTSTAMP:20250825T024520
CREATED:20250218T224929Z
LAST-MODIFIED:20250218T224929Z
UID:10000110-1760446800-1760450400@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Oct 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-oct-14-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251015T080000
DTEND;TZID=America/New_York:20251017T170000
DTSTAMP:20250825T024520
CREATED:20250523T143159Z
LAST-MODIFIED:20250523T143235Z
UID:10000129-1760515200-1760720400@foundationsource.com
SUMMARY:2025 MMI Annual Conference
DESCRIPTION:Washington\, DC | Hyatt Regency Washington on Capitol Hill \nOverview\nConference Co-Chairs: \nKara Grehan\, Head of Strategic Accounts and Client Engagement\, BNY Investments\nJohn McDonough\, Head\, Wealth Management Intermediaries\, Invesco \nSponsor & Exhibitor Opportunities\nThe 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available. \nFor additional information\, please contact:\nJoan Lensing\nEVP\, Chief Programming Officer\njlensing@mminst.org\n646.868.8518 \n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-mmi-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251105T080000
DTEND;TZID=America/New_York:20251107T170000
DTSTAMP:20250825T024520
CREATED:20250414T051312Z
LAST-MODIFIED:20250414T051312Z
UID:10000122-1762329600-1762534800@foundationsource.com
SUMMARY:Beacon\, The Roundtable
DESCRIPTION:Roundtable Name:\nThe Roundtable \nLocation and Hotel:\nSonoma\, CA \nDate: \nNovember 05 – 07 2025 \nIdeal Wealth Firm Attendees:\nC-Suite Leaders \nDescription:\nThe Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise Wealth Firms \nPartner Focus:\nBreadth of Service\, Technology and Product Offerings \nFormat:\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-roundtable/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T080000
DTEND;TZID=America/New_York:20261113T170000
DTSTAMP:20250825T024520
CREATED:20250523T143617Z
LAST-MODIFIED:20250523T143714Z
UID:10000130-1762848000-1794589200@foundationsource.com
SUMMARY:2025 Annual Conference
DESCRIPTION:Hilton Columbus Downtown / Columbus\, OH \nThis event is designed for and by lean funders—those who give with few or no staff. Here\, you can let your guard down and talk about the problems affecting the causes and communities you care about most with those who can relate. \nAt the conference\, you’ll find sessions that share the how-tos of: \n\nCatalytic philanthropy\nEquity-centered practices\nThe fundamentals of foundation management that make work like this possible\n… and more!\n\n \nREGISTER NOW
URL:https://foundationsource.com/event/2025-annual-conference/
CATEGORIES:Conferences
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251111T130000
DTEND;TZID=America/New_York:20251111T140000
DTSTAMP:20250825T024520
CREATED:20250218T225044Z
LAST-MODIFIED:20250218T225044Z
UID:10000111-1762866000-1762869600@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Nov 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-nov-11-2025/
CATEGORIES:Webinars
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251209T130000
DTEND;TZID=America/New_York:20251209T140000
DTSTAMP:20250825T024520
CREATED:20250218T225220Z
LAST-MODIFIED:20250218T225220Z
UID:10000112-1765285200-1765288800@foundationsource.com
SUMMARY:Foundation Source's Offerings: Live Presentation - Dec 9\, 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-dec-9-2025/
CATEGORIES:Webinars
END:VEVENT
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