TBD

Date: Tuesday, January 10, 2023
Time: 7:30am - 9:00am
Location: 775 W Bijou, Colorado Springs, CO
Speaker: Jeffrey D. Haskell, J.D., LL.M.

Speaker:  Jeffrey D. Haskell, J.D., LL.M., Chief Legal Officer, Foundation Source

Location: The Pinery at The Hill (North entrance) - Breakfast at 7:30a, presentation at 8am)

Meeting fee: $30 (if not prepaid)

Guest fee $30:  First time guests who are eligible for membership are complimentary; second-time is $30

RESERVATIONS ARE REQUIRED BY JANUARY 5, 2023

 

ABOUT THE SPEAKER:  Jeffrey D. Haskell, J.D., LL.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, a role in which he provides guidance on legal and tax issues to the company’s foundation clients and their advisors. He has worked with the firm since its inception in 2001.

Articles by Mr. Haskell have appeared in multiple legal, financial and philanthropy-related publications such as Trust & Estates, Taxation of Exempts, Family Wealth Report, Kiplinger.com, Wealthmanagement.com, and eJewishPhilanthropy. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law.

About Foundation Source (www.foundationsource.com).  Foundation Source is the nation’s largest provider of management solutions for private foundations. We empower people and companies to create a better world with their philanthropy through a configurable suite of administrative, compliance, and advisory services complemented by purpose-built foundation management technology and private foundation experts. 

We work in concert with financial advisors, legal and accounting professionals, consultants and family offices, as well as directly with individuals, families and corporations to bring philanthropic visions to life. As we celebrate our 20th year of service, Foundation Source supports nearly 2,000 family, corporate and professionally staffed foundations of all sizes and has enabled more than $7 billion in charitable grants. 

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