New Orleans Estate Planning Council
Foundation Source Chief Legal Officer Jeffrey D. Haskell with be presenting.
January 2021
February 2021
Estate Planning Council of Rhode Island
Foundation Source Managing Director Jessica Donahue and Business Development Advisor Davide Estanislau will be presenting a comparison of Private Foundations and Donor-Advised Funds.
Financial Planning Association of the Triangle (Raleigh NC)
Foundation Source Chief Legal Officer Jeffrey D. Haskell and Philanthropic Director Peter Handler will be presenting.
Society of Financial Service Professionals – Hartford CT
Foundation Source Chief Legal Officer Jeff Haskell and Philanthropic Director Peter Handler will be presenting "Giving in Times of Need."
Estate Planning Council of Cincinnati
Foundation Source Chief Legal Officer Jeff Haskell will be presenting on "Impact Investing and 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."
