Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles

Jeffrey Haskell
Chief Legal Officer
Foundation Source

Jeffrey D. Haskell, J.D., L.L.M. is a leading expert in the areas of private foundation law, compliance and taxation. He is chief legal officer for Foundation Source, the nation’s largest provider of management solutions for private foundations. Mr. Haskell has worked with Foundation Source since its inception in 2001. He leads a team of attorneys and accountants who provide legal and tax support to the firm’s foundation clients and their closest advisors. Such support includes tax reporting services as well as guidance on philanthropic issues including program- and mission-related investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects and return preparation. His team also advises on compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Jennifer Bruckman-Gorak
Deputy Legal Officer
Foundation Source

Jennifer Bruckman-Gorak provides compliance guidance to clients regarding their grantmaking, programmatic, and investment activities. She also provides guidance to the company’s team of attorneys, accountants, and support professionals in their provision of compliance and tax reporting services to clients. Over the years, she has enjoyed training and mentoring the company’s junior attorneys and other members of the legal team.