Estate Planning Council of South King County (Seattle)
Foundation Source will be presenting on “Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle.”
April 2021
May 2021
Heckerling Institute on Estate Planning
Foundation Source is a sponsor of this year's virtual conference.
American College of Financial Services
Foundation Source Senior Philanthropic Advisor Elizabeth Wong will be presenting on Private Foundations.
June 2021
Society of Financial Service Professionals – Twin Cities MN
Foundation Source Chief Legal Officer Jeff Haskell will be presenting on "Life Insurance in a Private Foundation."
Financial Service Professionals of Central Iowa
Foundation Source will be presenting on "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Best Vehicle."
