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With philanthropy on the rise and clients (particularly younger generations and women) increasingly wanting to make positive impact with their resources, it’s helpful for advisors to be well-versed in formal charitable giving and to discuss it regularly with clients, not just at year-end. Doing so enables advisors to connect with clients on a deeper level and ultimately grow their practices. 

This presentation will provide an overview of formal giving vehicles as well as an in-depth discussion of donor-advised funds and private foundations, including how they may be used in tandem for greater financial and philanthropic impact. It will also explain the recent changes in tax legislation with respect to charitable giving. Lastly, as private foundations offer nearly endless giving capabilities, it will shed light on one of their less-well-known strategies: donating artwork and collectibles. 

Jeffrey Haskell, J.D., LL.M., Chief Legal Officer & Executive VP, Foundation Source  | Jeffrey is a leading expert in the areas of private foundation law, compliance and taxation. He is Chief Legal Officer and Executive Vice President for Foundation Source, the leading provider of philanthropic software and services. In these roles, Jeff provides guidance on legal and tax issues to the firm’s high-net-worth clients and their advisors. He has worked with Foundation Source since its inception in 2001.

Julia DeMeo, Managing Director, Southeast Region, Foundation Source | Julia DeMeo is managing director for the Southeast region for Foundation Source, the leading provider of philanthropic software and services. She works directly with individuals and families as well as with their private wealth managers, financial advisors and attorneys to help them employ effective and impactful charitable giving solutions. 

Foundation Source is the nation’s leading provider of enterprise-grade solutions for private foundations, donor-advised funds and planned giving.