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."
June 2021
May 2021
American College of Financial Services
Foundation Source Senior Philanthropic Advisor Elizabeth Wong will be presenting on Private Foundations.
April 2021
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.”
March 2021
Financial Planning Association of Massachusetts
Foundation Source Chief Legal Officer Jeff Haskell and Senior Philanthropic Director Robyn Hullihan will be presenting on "Giving in Times of Urgent Need."
Estate Planning Council of Diablo Valley, CA
Foundation Source will be presenting on "Private Foundations and Donor-Advised Funds."
February 2021
Estate Planning Council of Cincinnati
Foundation Source Chief Legal Officer Jeff Haskell will be presenting on "Impact Investing and Private Foundations." Event Details
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."
Financial Planning Association of the Triangle (Raleigh NC)
Foundation Source Chief Legal Officer Jeffrey D. Haskell and Philanthropic Director Peter Handler will be presenting.
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.
January 2021
New Orleans Estate Planning Council
Foundation Source Chief Legal Officer Jeffrey D. Haskell with be presenting.
