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This videotaped presentation by Foundation Source Chief Legal Officer Jeffrey D. Haskell at the Heckerling Estate Planning Institute is intended for attorneys with private foundation clients. It covers important compliance considerations and IRS procedures for advising clients who wish to use the capabilities of their private foundations to go beyond simple contributions to public charities. Topics discussed include making grants to individuals for emergency relief or hardship assistance, awarding scholarships and fellowships, making international grants and grants to non-public U.S. charities, conducting direct charitable activities, compensating insiders, making set-asides for ambitious projects, and making program-related loans, loan guarantees, and equity investments.


Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance, tax and advisory solutions that meet you where you are in your philanthropic journey.

For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.

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