January 2021

February 2021

Estate Planning Council of Rhode Island

Date: February 8 @ 1:00 pm - 2:00 pm

Location:

Foundation Source Managing Director Jessica Donahue and Business Development Advisor Davide Estanislau will be presenting a comparison of Private Foundations and Donor-Advised Funds. 

Estate Planning Council of Cincinnati

Date: February 24 @ 12:00 pm - 1:00 pm

Location:

Foundation Source Chief Legal Officer Jeff Haskell will be presenting on "Impact Investing and Private Foundations."

June 2021