Exploring Grants to Individuals: Clearing Up Misconceptions and Compliance Considerations For Foundations
2025-03-19 13:00 - 14:00 (America/New_York)
When disasters such as the recent southern California wildfires and other crises strike, private foundations are poised to help quickly by granting directly to individuals. In addition to disaster relief, private foundations can also provide hardship assistance grants, scholarship grants, awards, and even prizes. Regardless of what type of grants to individuals a foundation may choose to make, certain procedures must be followed to remain compliant with IRS rules. Join our Chief Legal Officer and Deputy Legal Officer who will clear up some common misconceptions and share the special considerations when making grants to individuals.
Some of the topics covered will include:
Some of the topics covered will include:

Why would a private foundation want to make grants to individuals?
When is IRS approval needed and what’s at stake when a private foundation doesn’t comply with applicable IRS rules for grants to individuals?
The IRS requirements applicable to grants to individuals (other than possible advance approval).
Types of grants to individuals and special requirements for each (scholarships/emergency/financial hardship/prizes and awards).
Special rules for employer-sponsored disaster relief and employer-related scholarships.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval

From Fundamentals to Compliance: Exploring The Best Practices of a “Well-Run” Foundation
2025-03-21 13:00 - 14:00
Wondering what the secrets to success are for “well-run” foundations? It starts with following some best practices in two key areas: establishing the fundamentals and expense compliance. Join our in-house experts Kimberly Scott and Jeannea Varrichio who will share their unique insights and examples that have served our private foundation clients well.
Key takeaways from this discussion include:
Establishing the Fundamentals

Governance
Documentation
Succession Planning
NextGen Engagement

Expense Compliance

Compensation
Board Meetings
Direct Charitable Activities
Conducting Site Visits

Meet out Speakers:
Kimberly Scott
Senior Director of Client Services
Kimberly Scott, Senior Director of Client Services, has over 20 years of experience working with philanthropic organizations. Prior to joining Foundation Source in 2008, she worked with SunTrust Bank as a Portfolio Specialist and Credit Analyst focusing mainly on public charities. She has served on various boards for organizations focusing on financial literacy, arts appreciation and health/wellness. In addition to overseeing a client services team, Kimberly also manages the departmental training program, Client Services University. Kimberly has a B.A. in Psychology with a minor in Management and Organization from Spelman College. She earned her M.B.A. from the University of Georgia with an additional certification in Non-Profit Management. Kimberly currently resides in Atlanta, GA and is an avid tennis player and a travel enthusiast.
Jeannea Varrichio
National Director of Legal Services
Jeannea Varrichio is the National Director of Legal Services at Foundation Source where she provides support to foundations and their advisors on a range of issues including, grants to individuals, program-related investing, international grantmaking, scholarship and award programs, and direct charitable activities. Jeannea collaborates with the company’s foundation clients to develop and achieve their philanthropic goals while remaining in compliance with self-dealing, excess business holding, jeopardizing investment, and taxable expenditure rules. Jeannea serves on the board of directors for The Foundation Source Charitable Foundation. Prior to joining Foundation Source, Jeannea managed the foreclosure and bankruptcy department at a national financial services firm. Jeannea received a Bachelor of Science in Accounting from State University of New York at Old Westbury. She is a graduate of The Maurice A. Deane School of Law at Hofstra University, where she was an editor for The Hofstra Labor and Employment Law Journal.

Foundation Source's Offerings: Live Presentation - Apr 8, 2025
2025-04-08 13:00 - 14:00
Join Us For a Live Presentation of Foundation Source’s Offerings
Support for philanthropists and their professional teams

Technology
Our technology is purpose-built with one thing in mind: more effective philanthropy for donors, nonprofits and advisors.
Amplify impact
Address the capabilities, workflows and requirements of charitable vehicles
Improved experience, reduced risk and increased efficiency

Expertise
With deep domain and regulatory experience, our in-house specialists are here to help you reach your goals.
65+ years of in-market experience
Support all stages of giving through private foundations, charitable trusts and donor-advised funds
Personalized, responsive service from tax, regulatory and philanthropic experts to drive better outcomes

Administration
We offer enterprise-caliber, outsourced solutions for private foundations, planned giving programs and financial institutions.
Outsourced, configurable charitable administration
We can handle all the administrative details, so funders can enjoy their philanthropy
Modern, frictionless experience

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Envestnet Elevate 2025
2025-04-09 09:00 - 2025-04-10 17:00
Envestnet Elevate is our annual pinnacle event that provides insights, training, and networking opportunities to help elevate your practice.
Our mission has always been clear: we’re all in on supporting advisors and their clients through technology, solutions, and insights. We’re fully committed to building and innovating to bring you the most integrated wealth management technology available. This year, we invite our clients and partners to ask: what do you need to go all in?
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Financial Advisor 10th Annual Invest In Women - April 21 - 23rd 2025
2025-04-21 08:00 - 2025-04-23 17:00
Invest In Women returns in 2025, offering a unique platform for sponsors to engage with leading Financial Advisors dedicated to serving female clients. Join us in Boston April 21-23, 2025 at the Omni Boston Hotel at the Seaport.
Invest In Women Isn’t just an industry-leading conference; it’s a commitment to serving the unique needs of female clients. Join us for unparalleled networking, actionable insights, and thought-provoking discussions led by industry experts as we shape the future of financial advising and champion the needs of female clients.
This inclusive event welcomes all to participate in driving excellence and innovation in the financial industry.
Don’t miss your chance to be part of this transformative experience.
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How Advisors Can Increase Charitable Impact
2025-04-22 15:25 - 16:15
It’s widely known that wealthy individuals care about philanthropy and it can be effective tool to help them clarify their values, effect change in the world and build a legacy. Join this session to learn how advisors can bring the discipline and spirit of giving into their practices as our panelists discuss:

A range of philanthropic services to help clients drive impact
Learnings and best practices from advisors
Ways to undertake your own charitable activities
How the Invest in Others foundation brings philanthropy and volunteerism into the finance industry

Moderator: Hannah Shaw Grove – CMO, Foundation Source
Speakers:
Laura T. Godine, JD, AEP®, CAP® – Partner, Wealth Strategist & Regional Director of Wealth Planning
Cori Oliver – Director, Charitable Consulting, DAFgiving360™
Clara Sierra – Senior Director, Global Sales, Moody’s, Executive Board Member, Invest In Others Charitable Foundation

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The Private Foundation Summit 2025
2025-04-23 08:00 - 17:00
Location: The Mayflower Hotel, 1127 Connecticut Ave NW, Washington DC
The Private Foundation Summit (PFS) will once again be hosted by Georgetown Law in 2025. Founded in Seattle in 2009 and offered for many years by the AICPA, PFS continues to offer the same great programming in a new location.
The PFS provides an opportunity to network and get front-row access to attorneys, CPAs, and other private advisors as they delve into the tax and legal intricacies of private foundations.
This year’s program will include breakout sessions on the challenges of different grants and gifting methods, as well as global operational considerations for private foundations, and facilitated lunchtime opportunities to “ask the experts.”

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Beacon, The Innovators Roundtable
2025-04-23 08:00 - 2025-04-25 17:00
Beacon, The Innovators Roundtable
Location and Hotel:
Savannah, Georgia at the JW Marriott Savannah Plant Riverside District
Ideal Wealth Firm Attendees
Practice Management and Advisor Desktop Leaders at Wealth Firms
Description
Encouraging Practice Management and Desktop Technology Leaders to explore the art of the possible, helping Advisors better serve their customers.
Partner Focus
CRM, Advisor Tools, Productivity, and Communication.
Format
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.

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Global Climate Solutions Summit - Invest in Innovation, Scale Impact
2025-04-25 08:00 - 17:00
The Punch Line San Francisco
San Francisco, California
Join us for GCSS 2025, the premier gathering of climate investors, founders, innovators, policymakers, and corporate leaders driving bold, actionable solutions for a sustainable future ?
​? AGENDA Highlights
​? 9:00 – 10:00 AM | Climate & AI Panel
? 10:15 – 11:30 AM | Investor Panel – From Pitch to Check: Climate Investor Playbook
? 11:30 – 12:15 PM | Designing Sustainable Live Events & Activations
? 12:15 – 1:00 PM | Lunch & Networking
​? 1:00 – 2:00 PM | Climate Thought Leadership Keynotes: Academic, Business, Philanthropic Perspectives
​? 2:05 – 3:20 PM | Climate Venture Leaders Panel
? 3:30 – 3:50 PM | Keynote: From Ideas to Impact
​? 3:50 – 4:00 PM | Book Signing & Comedian Entertainment
? 4:00 – 4:40 PM | Unlocking Growth: How Philanthropy Can Supercharge Business
? 4:40 – 5:00 PM | Climate Innovation Awards Ceremony ?

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Unrestricted Awards to Remarkable Individuals: A Grantmaking Tool That Prioritizes The Grantee
2025-05-07 13:00 - 14:00
Join us for a conversation with a foundation that prioritizes grantees over itself. Come to this webinar to learn about how a foundation can issue grant awards to individuals and celebrate the accomplishments of artists, scientists and others all while meeting the foundation’s disbursement obligations. Foundation Source’s Head of Philanthropic Advisory Services Elizabeth Wong will be joined by Miriam Billinger, Operations Director of the Maxwell/Hanrahan Foundation, for a candid conversation on ways the foundation has connected purpose with practice—and why its goal is to shine the spotlight on its individual awardees and grantee partners rather than itself.
Key takeaways from this discussion include:

How awards to individuals for unique, innovative, inspirational and groundbreaking achievements can be a powerful grantmaking tool.
How a foundation distributes financial resources directly to scientists, teachers, conservationists and creators whose diverse perspectives enable us to discover new things about ourselves and our world.
How a foundation that wants to stay lean and not reinvent the wheel can infuse its operations with processes that demonstrate respect for its partners including tools and best practices for funding with a light footprint.

Presented By:

Elizabeth Wong
Head of Philanthropic Advisory Services
Foundation Source
With three decades of experience in organizational performance and philanthropy, Elizabeth Wong is a highly sought-after expert in the philanthropic sector. As a gifted leader, relationship manager, executive coach and philanthropic consultant, Elizabeth has advised Ultra High Net Worth (UHNW) clients and large corporations in several key areas, including high-impact philanthropy, family foundation governance, succession planning, and leadership/program development. She specializes in strategic planning, leadership transitions, organizational development for corporations, nonprofits and foundations, and business development and client retention.
In her current role, Elizabeth serves as the Head of Philanthropic Advisory Services at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. She leads an experienced team of philanthropic directors in expertly helping clients carry out their philanthropic missions and activities. She is also responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education.
Passionate about philanthropy and the power of the social sector, Elizabeth serves on the boards of the Gates Foundation Alumni Network, Digital Green (a global development organization partnering with smallholder farmers), and the Center for Large Landscape Conservation (CLLC). She grew up in San Francisco, CA, and lives with her family in Seattle, WA.
Miriam Billinger
Operations Director
Maxwell/Hanrahan Foundation
Miriam’s experience and professional passion live in the operational world of mission-driven organizations. Miriam has worked with nonprofits and foundations for over twenty years and is a leader in finance, grant management, organizational culture and team development.
Miriam has worked with nonprofits and foundations for over twenty years as a leader in finance, grant management, organization culture and team development. Miriam lights up when she talks about the intersection of mission and money in nonprofits. She has served as consultant and mentor to organizations with budgets ranging from $30K to $300M and whose areas of focus span conservation, environmental education and sustainable agriculture. Miriam’s work is rooted in strengthening operating systems that enable nonprofits and foundations to be efficient, effective, resilient and impactful.
Previous roles include serving as program finance officer for the Gordon & Betty Moore Foundation, assistant finance director at Humboldt State University’s Sponsored Programs Foundation and consultant to nonprofits and land trusts across Northern California. Miriam studied business economics and financial accounting, and she is trained in facilitative leadership, project management and meeting facilitation.
Miriam is currently serving as a board member for Multiplier, a nonprofit fiscal sponsor and impact accelerator. Miriam lives in the redwoods and can be found quilting, camping and volunteering in the public schools. She is the proud mother of two awesome children who inspire her to work for a brighter future and a healthier planet.

Foundation Source's Offerings: Live Presentation - May 13, 2025
2025-05-13 13:00 - 14:00

Beacon, The RIA Roundtable
2025-05-14 08:00 - 2025-05-16 17:00
Ideal Wealth Firm Attendees:
C-Suite Leaders
Description:
The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA Wealth Firms
Partner Focus:
Breadth of Service, Technology and Product Offerings
Format:
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.

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Ideas to Impact, Chaminade Leadership
2025-05-16 08:00 - 2025-05-17 17:00
Sponsored Event

Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations
2025-06-03 14:00 - 15:00
Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations.
Our experts will provide an overview of these two strategic giving vehicles and explain the signature features, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact, and answer your pre-submitted questions.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Speakers include:
Gillian Howell
National Philanthropy Executive
Foundation Source Stephen Kump
President of DAFs
Foundation Source Susan Lipp – Moderator
Editor in Chief
Trust and Estates

Wealth Management EDGE - WealthStack 2025
2025-06-10 08:00 - 2025-06-12 17:00
The Boca Raton Resort
Boca Raton, FL
Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement, next-gen digital experiences, and the future of integrated tech stacks. Gain the tools, strategies, and connections essential for driving productivity and profitability.

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Foundation Source's Offerings: Live Presentation - Jun 10, 2025
2025-06-10 13:00 - 14:00

Ask Us Anything: Navigating a Rapidly Changing Landscape
2025-06-13 13:00 - 14:00
From executive orders to new requirements for federal funding, the current environment is changing rapidly. How is the philanthropic sector being impacted by this flurry of proposed legislation and what can philanthropists and their professional advisors do to navigate pending changes? Our legal experts have stayed close to the action and are ready to answer your questions. Simply fill out the form and select the topic(s) you want them to cover and register for our upcoming session to gain real-time insights and sector-specific guidance. They’ll provide clarity on a variety of topics that have the potential to impact private foundations and nonprofits.

Foundation Source's Offerings: Live Presentation - Jul 8, 2025
2025-07-08 13:00 - 14:00

Family Office & Private Wealth Management Forum 2025
2025-07-21 08:00 - 2025-07-23 17:00
Newport Harbor Island Resort (formerly Gurney’s Newport), Newport, RI
As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, where you’ll have the opportunity to connect with fellow delegates, exchange ideas, and forge new friendships while enjoying the fresh sea breeze and panoramic views. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July– the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. *Only Standalone Speakers will be allowed to use PowerPoints for educational purposes, but cannot pitch products.

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Foundation Source's Offerings: Live Presentation - Aug 12, 2025
2025-08-12 13:00 - 14:00

Future Proof Festival
2025-09-07 08:00 - 2025-09-10 17:00
BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.
Breakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the wealth management industry’s largest ever meetings program.

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Foundation Source's Offerings: Live Presentation - Sep 9, 2025
2025-09-09 13:00 - 14:00

DAF Giving Summit 2025
2025-09-17 08:00 - 2025-09-19 17:00
Inspired by impact: DAF Giving Summit
Ignite your passion for philanthropy, expand your network, and shape the future of giving at the DAF Giving Summit, September 17-19, 2025, in Washington DC.

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Smart Giving: Exploring the Hidden Tax Benefits of Charitable Vehicles
2025-09-18 13:00 - 14:00
Tax benefits are one of the many reasons philanthropists choose to give through a charitable vehicle, such as a private foundation, donor-advised fund (DAF), or fiscal sponsors. But how can today’s donors and nonprofit organizations ensure their charitable planning is tax-efficient? Join our legal experts who will share some options for stretching charitable dollars.
Key topics we’ll cover in this discussion include:

What are the tax benefits of charitable vehicles?
Grants to individuals
International grantmaking
Donating as an individual versus donating through a charitable giving vehicle
Expenses: being able to run your own charitable programs, cover travel expenses, and more.

Speakers include:
Jeffrey Haskell
Chief Legal Officer
Foundation Source Jeffrey D. Haskell, J.D., L.L.M. is a leading expert in the areas of private foundation law, compliance and taxation. He is chief legal officer for Foundation Source, the nation’s largest provider of management solutions for private foundations. Mr. Haskell has worked with Foundation Source since its inception in 2001. He leads a team of attorneys and accountants who provide legal and tax support to the firm’s foundation clients and their closest advisors. Such support includes tax reporting services as well as guidance on philanthropic issues including program- and mission-related investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects and return preparation. His team also advises on compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules. Jennifer Bruckman-Gorak
Deputy Legal Officer
Foundation Source Jennifer Bruckman-Gorak provides compliance guidance to clients regarding their grantmaking, programmatic, and investment activities. She also provides guidance to the company’s team of attorneys, accountants, and support professionals in their provision of compliance and tax reporting services to clients. Over the years, she has enjoyed training and mentoring the company’s junior attorneys and other members of the legal team.

The Philanthropy Advantage - 7 Ways Charitable Planning Can Elevate Your Practice
2025-09-25 13:00 - 14:00
Think philanthropy is a niche topic limited to year-end tax discussions? Think again. Your wealth management clients express their values through charitable giving — a meaningful part of financial planning and a vital dimension of wealth transfer and legacy building. Join our experts who will share seven key ways philanthropy services can elevate your advisory practice.
Key takeaways from this discussion include:

What happens when advisors fail to address their clients’ charitable planning needs
The latest research on what affluent clients are expecting from their advisors
The advisor advantage and the opportunity to deepen relationships and build trust
Why philanthropy is a future-proof avenue for adding measurable value—even as the industry adapts to seismic shifts
And more!

The Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. It has also been approved for 1 CFP CE credit.

Jessica Donahue
Senior Managing Director
Foundation Source
Jessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers, family offices, accounting professionals, attorneys and tax advisors that support them. Prior to this role, she was responsible for the company’s institutional sales initiatives, strategic alliances and business development.
Before joining Foundation Source, Jessica was a financial advisor with Wells Fargo Advisors in Westport, CT. Earlier in her career, she was a Director at Barclays Bank in its investment banking group in New York City.
Jessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.

Justin Murphy, Esq.
Senior Managing Director
Foundation Source
Justin Murphy serves as Senior Managing Director, working with private wealth managers, financial advisors, attorneys, and directly with donors regarding the benefits of a private foundation. He has a strong background in professional services and business development.
Before joining Foundation Source, Justin was a consultant with LexisNexis, a global provider of workflow solutions for the professional services sector, partnering with AmLaw 200 firms and corporate clients. Prior to that, Justin was a consultant with Thomson Reuters West, an international publisher of industry intelligence for businesses and professionals.
Justin also practiced as an attorney in the state of Pennsylvania at the Harrisburg, PA firm Marshall Dennehey; the Philadelphia, PA firm Swartz Campbell; and the Public Defender’s Office of Lancaster County. He also served as counsel for the Supreme Court of Pennsylvania.
Justin has a Juris Doctor from the Pennsylvania State University Dickinson School of Law, and a Bachelor of Arts from West Virginia University.

DAF Day 2025: Unlock the Power of DAF Fundraising
2025-10-09 13:00 - 14:00
Donor-advised funds (DAFs) are the fastest-growing source of charitable giving in the U.S., and they are reshaping how donors plan their philanthropy. If you’re a planned giving fundraiser, you can’t afford to overlook this powerful tool.
Celebrate DAF Day this October 9th by joining us for our FREE webinar hosted by Foundation Source.
Gary Pforzheimer, President of Planned Giving will be co-presenting with Stephen Kump, President of Donor Advised Funds at Foundation Source, and Mitch Stein, Head of Strategy at Chariot, a financial technology company focused on DAF payments and donor-advised fund innovation, and incidentally, one of the founders of DAF Day.
Key topics we’ll cover in this webinar include:

Understanding the DAF landscape: Current trends, emerging opportunities, and what motivates today’s DAF donors
Building effective DAF fundraising strategies for nonprofits: Best practices for cultivation, stewardship, and conversion
Leveraging technology and modern solutions: How to enhance your donor’s experience and even launch your own DAF program through the Foundation Source turnkey, white labeled DAF solution
Planned giving integration: Connecting DAFs with comprehensive philanthropic planning for maximum impact

2025 Forbes | SHOOK Top Advisor Summit
2025-10-14 08:00 - 2025-10-17 17:00
The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV
October 14: Pre-Party
October 15, 1pm: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am
Past Sample Sessions:

CE Credits Available
“The Group of 8” R.J. Shook
Building the Team of the Future
Market Outlook: Investing with Caution and Courage
Team Structures and Compensation
SHOOK Ones – Best Ideas from America’s Top Advisors
Investing Ideas from Industry Experts
The Future of Our Practices
Opportunities in Alternative Markets

and much more…

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Foundation Source's Offerings: Live Presentation - Oct 14, 2025
2025-10-14 13:00 - 14:00

2025 MMI Annual Conference
2025-10-15 08:00 - 2025-10-17 17:00
Washington, DC | Hyatt Regency Washington on Capitol Hill
Overview
Conference Co-Chairs:
Kara Grehan, Head of Strategic Accounts and Client Engagement, BNY Investments
John McDonough, Head, Wealth Management Intermediaries, Invesco
Sponsor & Exhibitor Opportunities
The 2025 MMI Annual Conference represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.
For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646.868.8518

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5 Things You Need to Know About Charitable Planning Before The End of The Year
2025-11-04 13:00 - 14:00
From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors.
This webinar will focus on “mini segments” that focus on 5 different topics:

Granting to for-profit organizations
Real estate
Corporate foundations
Regulatory update on OBBB
Reminder: that if clients have income that needs to be offset this year, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
