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News & Events

Foundation Source is always working to provide new and
better services. Read our regular news updates below to stay
informed about initiatives and activities of interest to our clients.

  • Press Releases
  • Upcoming Events
  • Webinars
Submitted by dschreck on December 23, 2009 - 4:17pm

Barron’s Blog Featuring Foundation Source: “The Age of Charity Clicks”
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Foundation Source Welcomes Former Wells Fargo/Wachovia Talent to Expand Presence in Texas and Florida
December 6, 2011 - Carol M. Yonack and Tony Rodriguez Bring More Than 60 Years Combined Experience in Philanthropy and Wealth Management
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“Five Fascinating Philanthropists”: Barron’s Cover Story December 5, 2011
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Foundation Source Unveils 2.0 Version of Philanthropic Marketplace in Time for Year-End Giving Surge
November 29, 2011 - Foundation Source Access 2.0 Web Platform Exposes Nonprofits to Growing Segment of Small to Mid-Size Private Foundations
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Fast Company Blog Post by CEO King McGlaughon, "Philanthropy's Shift Toward Entrepreneurism"
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Tactical Philanthropy Blog Post on Foundation Source's GrantSafe
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Foundation Source Launches GrantSafe™ ̶ A Free Online Service
October 11, 2011 - GrantSafe helps private foundations comply with IRS regulations in vetting grantees.
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Fast Company Blog Post by CEO King McGlaughon, "Even If Taxes On Charitable Gifts Increase, Don't Expect Philanthropy To Wither Away "
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Foundation Source Names H. King McGlaughon CEO
July 13, 2011 - National Expert in Wealth Management and Philanthropy to Lead Largest Provider of Support Services for Private Foundations
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Fidelity® Strengthens Charitable Planning Resources For Family Offices With New Foundation Source® Alliance
June 27, 2011 - Fidelity Announces New Alliance with Foundation Source
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Southeastern Tornado Relief
Foundation Source Recommendations for Charities
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Quake and Tsunami Disaster Relief in Japan
Foundation Source Recommendations for Charities
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Small and Mid-size Foundations’ Grant Making Rose in 2010 According to Foundation Source
March 15, 2011 - First Available Data Show Increase in Number and Value of Grants
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Foundation Source Debuts Mini-documentaries Highlighting Individual Philanthropists Who Make a Difference
November 3, 2010 - Video testimonials feature top donors sharing how Foundation Source helps boost the impact and personal rewards of their philanthropy.
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Foundation Source Philanthropic Advisors Announces Additions to Leadership Team
September 1, 2010 - John Oddy, Royal Oak Foundation and Getty Trust Veteran, and Berit Ashla, Former Tides Foundation Manager, Named as Philanthropic Directors
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Pakistan Flood Relief
Foundation Source Recommendations for Charities
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Small to Mid-Size Foundations Exceed Minimum Distribution Requirements by Large Margin
June 29, 2010 - Data shows countertrend among family foundations, as 83 percent of Foundation Source clients gave away more than required in 2009
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Foundation Source’s Doug Mellinger to Debate Merits of Private Foundations and Donor Advised Funds with Schwab Charitable’s Kim Wright-Violich
May 17, 2010 - Leading experts in philanthropy will review and analyze issues of capabilities, cost, ease and effectiveness in comparing private foundations and donor advised funds.
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Audio Version of Foundation Source and Charity Navigator Charity Reports Webinar Now Available
May 12, 2010 - Discussion with Ken Berger and Page Snow details unique new due diligence tool for assessing financial health, accountability and effectiveness of nonprofit organizations before donors commit funds.
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Gulf Coast Oil Spill
Foundation Source Recommendations for Charities
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Submitted by dschreck on December 23, 2009 - 4:16pm

46th Annual Heckerling Institute on Estate Planning
January 9-13, 2012 - Orlando, FL

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. The general session lectures and special sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience.

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Washington State Bar Association 56th Annual Estate Planning Seminar
October 31 - November 1, 2011 - Seattle, WA

Washington State Trade and Convention Center

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2011 Social Venture Partners Conference
October 13-15, 2011 - Minneapolis, MN

Social Venture Partners (SVP) brings together worlds that typically do not overlap: grant making, volunteerism, nonprofit capacity building, and philanthropic education. Every SVP is a network of engaged philanthropists who believe that they can have a positive impact on their communities and who use innovative strategies to address complex social issues.

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Notre Dame Tax & Estate Planning Conference
September 15-16, 2011 - South Bend, IN
 
The 37th Annual Notre Dame Tax & Estate Planning Institute will be held September 15-16, 2011 at Century Center, downtown South Bend, Indiana.
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Social Capital Markets 2011 Conference
September 6-9, 2011 - San Francisco, CA

Join us at the 2011 Social Capital Markets conference in San Francisco, CA where attendees will be joining the discussion about what they see for this market’s future.

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Special Networking Reception at Urban Zen hosted by Foundation Source and Donna Karan
January 24, 2011 - New York, NY

A VIP invitation to our exclusive blow-out bash with fashion mogul and philanthropist Donna Karan at her Urban Zen studio. This event is hosted by Foundation Source as part of our 10-year-anniversary celebration.

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Council on Foundations 2011 Family Philanthropy Conference
January 23-25, 2011 - New York, NY
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45th Annual Heckerling Institute
January 10-14, 2011 - Orlando, FL

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals including attorneys, trust officers, accountants, insurance advisors and wealth management professionals.

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55th Annual Estate Planning Seminar
November 1-2, 2010 - Seattle, WA

Prestigious speakers from around the country bring their expertise to a program designed specifically for all estate planning professionals.

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Join Foundation Source at the Chicago Social Venture Forum on October 25th
October 25, 2010 - Chicago, IL
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2010 Social Venture Partners Conference
October 21 -23, 2010 - Long Beach, CA

The 2010 SVP Conference will provide an opportunity to look at the next steps in SVP's evolution and explore how networks (like SVP's!) are the wave of the future in social change!

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Association of Small Foundations Conference
October 10 - 13, 2010 - Austin, TX

The largest gathering of small foundation leaders will take place in Austin, TX this year.  Attend educational sessions, learning labs, and network with other foundations like yours.

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Seminar: How to Put the Fun Back in Having a Private Foundation
Co-Hosted by Clark Nuber
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Philadelphia Estate Planning Council Annual Meeting | "State Your Trust, Trust Your State| Current Challenges of Estate Planning and Fiduciary Administration in an Age of Multi-Jurisdiction Practice"
May 10, 2010 - Hyatt at the Bellevue
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The 29th Annual Kansas City Estate Planning Symposium
April 29-30, 2010 - Overland Park Convention Center

Overland Park, Kansas
For more information visit www.kceps.org.

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Milken Institute Global Conference 2010
April 26-28, 2010 - The Beverly Hilton
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Chicago Social Venture Forum
April 22, 2010 - University of Chicago Gleacher Center

Foundation Source Teams with University of Chicago Booth School of Business to Bring Angel Investing Techniques to Private Foundations

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The Gift Planning Council of New Jersey 2010 Annual Conference | Explorations: The New World Order in Gift Planning
April 22, 2010 - Trenton Marriott at Lafayette Yard

The 15th annual conference of the Gift Planning Council of New Jersey will be exploring new options for a changing world with nationally known speakers and new perspectives for everyone from novice to expert, planner to adviser, and the humble to the venturesome.

Click here for more details

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2010 Financial Planning Association Connecticut State Conference
April 21, 2010 - Aqua Turf Club
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Submitted by jbuck on November 18, 2010 - 11:35am

10 Things You Didn't Know You Could Do With A Private Foundation

Join us for a Webinar on December 7

Space is limited.
Reserve your Webinar seat now at:
https://cc.callinfo.com/cc/schedule/display.do?udc=1o142a0tuagd8

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10 Things You Didn't Know You Could Do With A Private Foundation

Join us for a Webinar on October 19

Space is limited.
Reserve your Webinar seat now at:
https://cc.callinfo.com/cc/schedule/display.do?udc=151beup929u41

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10 Things You Didn't Know You Could Do With A Private Foundation

Join us for a Webinar on September 28

Space is limited.
Reserve your Webinar seat now at:
https://cc.callinfo.com/cc/schedule/display.do?udc=1tj72vggm62k1

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10 Things You Didn’t Know You Could Do With A Private Foundation

Join us for a Webinar on August 31

Space is limited.
Reserve your Webinar seat now at:
https://cc.callinfo.com/cc/schedule/display.do?udc=1lmbyblydehcj

Read more
10 Things You Didn’t Know You Could Do With A Private Foundation

Join us for a Webinar on February 17

Space is limited.
Reserve your Webinar seat now at:
https://www1.gotomeeting.com/register/484854401

Read more
Guided Tour of Foundation Source Online
December 22nd, 2010 at 3pm EST

See our flexible online command center

To give you a taste of how we make more foundations great foundations, Foundation Source offers guided visual tours of the features that make our online command center so powerful. In our webinar, you'll see firsthand these features:

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Guided Tour of Foundation Source Online
December 13th, 2010 at 3pm EST

See our flexible online command center

To give you a taste of how we make more foundations great foundations, Foundation Source offers guided visual tours of the features that make our online command center so powerful. In our webinar, you'll see firsthand these features:

Read more
Webinar - 10 Things You Didn’t Know You Could Do With A Private Foundation
November 2, 2010 at 11am EST

Many donors never consider the possibilities beyond gifts to 501(c)(3) public charities, but philanthropy is a broad, exciting field that goes well beyond the one-way transfer of money from your bank account to a public charity.

Read more
Webinar - 10 Things You Didn’t Know You Could Do With A Private Foundation
October 19, 2010 at 3pm EST

Many donors never consider the possibilities beyond gifts to 501(c)(3) public charities, but philanthropy is a broad, exciting field that goes well beyond the one-way transfer of money from your bank account to a public charity.

Read more
"Beyond the Hype: Private Foundations vs. Donor Advised Funds" - Webinar Transcript
December 1 & 3, 2009; Featuring Andrew Bangser and Page Snow

Wealth managers know that two of the most popular charitable vehicles available are private foundations and donor-advised funds. Today both are easy and inexpensive to set up and run, despite recent press to the contrary.

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