Good Intentions Can Lead to Unintended Consequences
Speaker: Sam D. Ackerberg, J.D., Chief Legal Officer, Foundation Source
Location: The Pinery at The Hill (North entrance) - Breakfast at 7:30a, presentation at 8am)
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: Sam Ackerberg frequently advises private foundations on compliance questions related to asset transfers, contributions, compensation, direct charitable activities, fundraising, governance and program- and mission-related investments. He also assists clients on advanced grantmaking initiatives including international grantmaking, grants to individuals, scholarships, fellowships and award programs that require advanced approval by the IRS.
Mr. Ackerberg has worked with Foundation Source since 2021. He previously served as the development manager of a national public charity with eight state chapters as well as affiliated 501(c)(4) and Federal PAC entities. Mr. Ackerberg is a graduate of Brooklyn Law School and Northeastern University.
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.
