Estate Planning Council of Diablo Valley, CA
Foundation Source will be presenting on "Private Foundations and Donor-Advised Funds."
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."
2021 Advisor Growth Summit
Foundation Source Chief Marketing Officer Hannah Shaw Grove with be presenting at this virtual conference.
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.”
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.
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…
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."
