On-Demand Webinar: Foundation Source Online Demonstration
Our award-winning web console, Foundation Source Online, makes it simple to manage a private foundation from any Internet-enabled device. In…
December 2020
January 2021
Trusts & Estates Wealth Planning Forum
Foundation Source Chief Legal Officer Jeff Haskell will be presenting on Quid Pro Quo for Charitable Gifts.
May 2021
On-Demand Webinar: Private Foundation Grants to For-Profit Entities
In this on-demand webinar, Foundation Source Chief Legal Officer Jeffrey D. Haskell reviews the IRS-sanctioned capability of private foundations to…
Webinar: Productive Partnerships with Charitable Clients
As documented by multiple studies, nearly all wealthy investors self-identify as philanthropic. Therefore charitable expertise has become a necessity for…
September 2021
On-Demand Webinar – Philanthropy in Transition: Navigating the Shifting Tax Landscape
Several tax proposals in Congress have the potential to reshape the philanthropic landscape in both positive and negative ways. In…
December 2021
On-Demand Webinar: Can Money Make Your Family Happier? Yes, If You Give It Away.
A growing body of research has illuminated the mechanisms through which generosity, altruism, and caring for others promotes well-being in…
January 2022
On Demand Webinar: Philanthropy Refresh
As you plan your goals for the New Year, it’s an ideal time to take stock of your giving. Join…
April 2022
On-Demand Webinar – Strategic Synergy: Alternative Investments & Private Foundations
In the ongoing search for outsize returns and downside protection, interest in alternative investments is continuing to grow. Non-traditional assets…
May 2022
On Demand Webinar – Roundtable: Strategic Giving in Times of Crisis
From the current humanitarian crisis in Ukraine to weather-related events such as storms and wildfires, disaster emergencies can strike without…
July 2022
On Demand Webinar – Family Philanthropy: How It Can Thrive Thru the Generations
Leaving a legacy and engaging with family are consistently cited as some of the top reasons philanthropists choose to establish…
