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DTSTART;TZID=America/New_York:20250423T080000
DTEND;TZID=America/New_York:20250425T170000
DTSTAMP:20250825T083345
CREATED:20250414T042726Z
LAST-MODIFIED:20250414T042811Z
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SUMMARY:Beacon\, The Innovators Roundtable
DESCRIPTION:Beacon\, The Innovators Roundtable \nLocation and Hotel:\nSavannah\, Georgia at the JW Marriott Savannah Plant Riverside District \nIdeal Wealth Firm Attendees\nPractice Management and Advisor Desktop Leaders at Wealth Firms \nDescription\nEncouraging Practice Management and Desktop Technology Leaders to explore the art of the possible\, helping Advisors better serve their customers. \nPartner Focus\nCRM\, Advisor Tools\, Productivity\, and Communication. \nFormat\nThe Beacon team weaves together case studies\, breakout “brainstorming” sessions\, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings\, rich memories along with plenty of great ideas to take with you and share. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-innovators-roundtable/
CATEGORIES:Speaking Engagements
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231031T130000
DTEND;TZID=America/New_York:20231031T140000
DTSTAMP:20250825T083345
CREATED:20231013T055815Z
LAST-MODIFIED:20231013T055815Z
UID:10000057-1698757200-1698760800@foundationsource.com
SUMMARY:Managing Risk in Private Foundations: Compliance Fundamentals
DESCRIPTION:Private foundations face a specific set of rules and compliance risks. Proper legal guidance can help your organization avoid these common trouble spots and penalties from the IRS. \nIn this free webinar\, Foundation Source’s chief legal officer Jeffrey Haskel will demystify common compliance issues and rules for foundations\, including: \n\nEmployment of family members.\nScholarship and hardship or disaster relief grants.\nTransactions between foundations and their insiders.\nGuidelines to avoid jeopardizing investments.\n\nThis is Corporate Sponsor Content presented by The Chronicle of Philanthropy. All content is provided by Foundation Source. \nBy registering for the webinar\, you acknowledge that Foundation Source may contact you regarding their products and services. \nGuest Speaker: \nJeffrey Haskell\nExecutive Vice President and Chief Legal Officer\n \n  \nREGISTER
URL:https://foundationsource.com/event/managing-risk-in-private-foundations-compliance-fundamentals-2/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231026T130000
DTEND;TZID=America/Los_Angeles:20231026T141000
DTSTAMP:20250825T083345
CREATED:20230920T130046Z
LAST-MODIFIED:20230920T130233Z
UID:10000050-1698325200-1698329400@foundationsource.com
SUMMARY:Helping Clients Get Charitable Giving Right - FPA 2023 Fall Symposium
DESCRIPTION:Jeff and Steve will explore three key types of giving vehicles: private foundations\, donor-advised funds\, and charitable remainder trusts / charitable lead trusts. All are effective yet offer different levels of control\, authority\, and philanthropic versatility. The structure and merits of each will be discussed with respect to tax treatment as well as grantmaking\, legacy\, organizational and investment considerations\, plus Jeff and Steve will offer practical guidance on how to help clients choose the right tools for their situation. \nSpeakers: \nJeff Haskell\nChief Legal Officer\nFoundation Source \nMr. Haskell is one of the nation’s most knowledgeable speakers and authors in the areas of private foundation law\, compliance and taxation. He and his team of tax and legal experts frequently present to regional estate planning councils and financial advisory associations\, approximately 50 since 2015. Mr. Haskell also speaks nationally; he has presented multiple times at the Heckerling Institute on Estate Planning and the Private Foundation Summit of the American Institute of Certified Public Accountants (AICPA). \nSteve DuBrava\nManaging Director\, West Region\nFoundation Source \nSteven DuBrava is Managing Director of the West region for Foundation Source\, the nation’s largest provider of foundation management services. He works directly with advisors\, families\, corporations\, and existing foundations\, providing them with education in philanthropy and private foundations. \nREGISTER NOW
URL:https://foundationsource.com/event/helping-clients-get-charitable-giving-right-fpa-2023-fall-symposium/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T080000
DTEND;TZID=America/New_York:20230301T170000
DTSTAMP:20250825T083345
CREATED:20220916T091112Z
LAST-MODIFIED:20220916T091112Z
UID:10000024-1677657600-1677690000@foundationsource.com
SUMMARY:EPC Westchester featuring Jeff Haskell
DESCRIPTION:City: Westchester\, NY\nOrganization: EPC Westchester
URL:https://foundationsource.com/event/epc-westchester-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230214T080000
DTEND;TZID=America/New_York:20230214T170000
DTSTAMP:20250825T083345
CREATED:20220916T090827Z
LAST-MODIFIED:20220916T090827Z
UID:10000022-1676361600-1676394000@foundationsource.com
SUMMARY:EPC Colorado Springs featuring Jeff Haskell
DESCRIPTION:City: Colorado Springs\, CO\nOrganization: EPC Colorado Springs
URL:https://foundationsource.com/event/epc-colorado-springs-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221213T080000
DTEND;TZID=America/New_York:20221213T170000
DTSTAMP:20250825T083345
CREATED:20220916T090718Z
LAST-MODIFIED:20220916T090718Z
UID:10000021-1670918400-1670950800@foundationsource.com
SUMMARY:AICPA Private Foundation Summit featuring Jeff Haskell
DESCRIPTION:City: Virtual\nOrganization: AICPA Private Foundation Summit
URL:https://foundationsource.com/event/aicpa-private-foundation-summit-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T080000
DTEND;TZID=America/New_York:20221207T170000
DTSTAMP:20250825T083345
CREATED:20220916T090606Z
LAST-MODIFIED:20220927T120732Z
UID:10000020-1670400000-1670432400@foundationsource.com
SUMMARY:FPA Wisconsin featuring Jeff Haskell & Erik Larsen
DESCRIPTION:City: Milwaukee\, WI\nOrganization: FPA Wisconsin
URL:https://foundationsource.com/event/fpa-wisconsin-featuring-jeff-haskell-erik-larsen/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221003T080000
DTEND;TZID=America/New_York:20221003T170000
DTSTAMP:20250825T083345
CREATED:20220916T090418Z
LAST-MODIFIED:20220916T090418Z
UID:10000019-1664784000-1664816400@foundationsource.com
SUMMARY:FPA Philadelphia featuring Justin Murphy
DESCRIPTION:City: Philadelphia\, PA\nOrganization: FPA Philadelphia
URL:https://foundationsource.com/event/fpa-philadelphia-featuring-justin-murphy/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221003T080000
DTEND;TZID=America/New_York:20221003T170000
DTSTAMP:20250825T083345
CREATED:20220916T090306Z
LAST-MODIFIED:20220916T090306Z
UID:10000018-1664784000-1664816400@foundationsource.com
SUMMARY:East Bay Estate Planning Council featuring Jeff Haskell
DESCRIPTION:City: Oakland\, CA\nOrganization: East Bay Estate Planning Council
URL:https://foundationsource.com/event/east-bay-estate-planning-council-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220922T080000
DTEND;TZID=America/New_York:20220922T170000
DTSTAMP:20250825T083345
CREATED:20220916T090156Z
LAST-MODIFIED:20220916T090156Z
UID:10000017-1663833600-1663866000@foundationsource.com
SUMMARY:Estate & Business Planning Council of Hartford featuring Jessica Donahue
DESCRIPTION:City: Hartford\, CT\nOrganization: Estate & Business Planning Council of Hartford
URL:https://foundationsource.com/event/estate-business-planning-council-of-hartford-featuring-jessica-donahue/
CATEGORIES:Speaking Engagements
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220920T080000
DTEND;TZID=America/New_York:20220920T170000
DTSTAMP:20250825T083345
CREATED:20220916T090038Z
LAST-MODIFIED:20220916T090038Z
UID:10000016-1663660800-1663693200@foundationsource.com
SUMMARY:Philadelphia EPC featuring Jeff Haskell
DESCRIPTION:City: Philadelphia\, PA\nOrganization: Philadelphia EPC
URL:https://foundationsource.com/event/philadelphia-epc-featuring-jeff-haskell/
CATEGORIES:Speaking Engagements
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