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.
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.
