Name: Family Office & Private Wealth Management Forum 2024
Start: 2024-07-22T00:00:00-05:00
End: 2024-07-24T23:59:59-05:00
Location: Newport, RI

Thank you for your interest in supporting 2026 Social Impact Summit. Our team is available to facilitate your contribution. To ensure efficient processing and to provide the appropriate tax receipt or acknowledgment, please complete the form below and we will follow up shortly with detailed instructions.

Please choose the appropriate option for your contribution: *I am an individual or family member making a direct donation or contribution from my donor-advised fund (DAF) or family foundation.I am a financial advisor or legal representative facilitating a charitable contribution on behalf of a client or their DAF or foundation.I represent a corporation or other for-profit organization making a charitable contribution.I represent a foundation or other tax-exempt entity making a grant.I work for a DAF sponsor making a contribution from a donor account.

Foundation Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

Foundation Information

Foundation Name *

Website *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc.)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is the approximate value?

What is your preferred timeline for completing this gift?

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *

DAF Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

DAF Sponsor Information

DAF Sponsor Name *

Website *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Client Information

Client Name

Client Email

DAF Account Name *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is the approximate value?

What is your preferred timeline for completing this gift?

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *

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1 event 15 1 event, 15 2024-07-15 Impact Capitalism Summit Nantucket Impact Capitalism Summit Nantucket July 15, 2024 - July 17, 2024 Impact Capitalism Summit Nantucket Join the LOHAS Partners at the 2024 Impact Capitalism Summit event in Nantucket, MA from July 15-17th.	1 event 16 1 event, 16 2024-07-15 Impact Capitalism Summit Nantucket	1 event 17 1 event, 17 2024-07-15 Impact Capitalism Summit Nantucket	0 events 18 0 events, 18	0 events 19 0 events, 19	0 events 20 0 events, 20	0 events 21 0 events, 21
1 event 22 1 event, 22 2024-07-22 Family Office & Private Wealth Management Forum 2024 Family Office & Private Wealth Management Forum 2024 July 22, 2024 - July 24, 2024 Family Office & Private Wealth Management Forum 2024 Join the LOHAS Partners at the 2024 Family Office & Private Wealth Management Forum in Newport, Rhode Island from July 22-24, 2024.	1 event 23 1 event, 23 2024-07-22 Family Office & Private Wealth Management Forum 2024	1 event 24 1 event, 24 2024-07-22 Family Office & Private Wealth Management Forum 2024	0 events 25 0 events, 25	0 events 26 0 events, 26	0 events 27 0 events, 27	0 events 28 0 events, 28
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Industry Events

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Impact Capitalism Summit Nantucket

Impact Capitalism Summit Nantucket

Impact Capitalism Summit Nantucket

Family Office & Private Wealth Management Forum 2024

Family Office & Private Wealth Management Forum 2024

Family Office & Private Wealth Management Forum 2024

Media

LOHAS

Partners We Support

Media

LOHAS

Calendar of Events

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Impact Capitalism Summit Nantucket

Impact Capitalism Summit Nantucket

Impact Capitalism Summit Nantucket

Family Office & Private Wealth Management Forum 2024

Family Office & Private Wealth Management Forum 2024

Family Office & Private Wealth Management Forum 2024

Media

LOHAS