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Exploring The Hidden Tax Benefits of Charitable Vehicles – Q&A

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JEFFREY D. HASKELL Chief Legal Officer, Foundation Source JENNIFER BRUCKMAN-GORAK Deputy Legal Officer, Foundation Source How are various charitable vehicles…
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Exploring The Hidden Tax Benefits of Charitable Vehicles – Key Takeaways

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JEFFREY D. HASKELL Chief Legal Officer, Foundation Source JENNIFER BRUCKMAN-GORAK Deputy Legal Officer, Foundation Source 1.  Private foundations, donor-advised…
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The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Practice – Q&A

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JESSICA DONAHUE Senior Managing Director, Foundation Source JUSTIN MURPHY Senior Managing Director, Foundation Source Why should financial advisors discuss philanthropy…
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The Philanthropy Advantage: 7 Ways Charitable Planning Can Elevate Your Practice – Key Takeaways

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JESSICA DONAHUE Senior Managing Director, Foundation Source JUSTIN MURPHY Senior Managing Director, Foundation Source #1 Philanthropy is a powerful entry…