Our speakers will cover the basics of private foundations, including what they are, the basic requirements for creating and maintaining them, which clients will benefit from creating them, their tax implications and how they differ from donor-advised funds. They’ll also answer your pre-submitted questions on private foundations and DAFs.
Speakers include:
Gillian Howell
Head of Client Advisory Solutions, Foundation Source
Gillian Howell is the Head of Client Advisory Solutions and a member of the Foundation Source executive team. Ms. Howell brings more than 30 years of executive and philanthropic management experience to Foundation Source where she is responsible for overseeing and enhancing the Client Services and Philanthropy Advisory Services functions. In this role, she leads teams of seasoned client management and philanthropic advisory specialists as they help individual, family and corporate foundations achieve their charitable objectives with greater efficiency and effectiveness.
Alvina H. Lo
Chief Wealth Strategist, Executive Vice President, Wilmington Trust
Alvina is responsible for overseeing the wealth planning, strategic advice, and thought leadership services for Wilmington Trust’s Wealth Advisory division. She manages a national team of wealth strategists, financial planners, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments.
Susan Lipp – Moderator
Editor in Chief, Trusts & Estates
Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
ABOUT FOUNDATION SOURCE
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
