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Not Your Grandfather’s Foundation: Timely Updates on Charitable Giving Matters
Charlotte City Club
121 W Trade St #3100
Charlotte, NC 28202
Tuesday, February 04, 2020, 11:30 AM - 1:30 PM EDT
Category: Events

Join us on February 4, 2020 at the Charlotte City Club for a presentation from Jeffrey Haskell, chief legal officer of Foundation Source, who will provide an overview of private foundations and explain how their structure and rules have changed since grandfather’s days of yesteryear.  Approved for 1 hour CE credit. Also, learn how foundations differ from donor-advised funds and discuss their current trends such as:

  • Cryptocurrency
  • Disaster relief
  • Jeopardizing investments
  • Self-dealing and major exceptions
  • and how private foundations differ from donor-advised funds (DAFs)


The cost to register is $40 for members and $85 for non-members. NOTE: Pre-paid members must register for this program.

Click here to register.

There is no fee for cancellations made four or more business days prior to the event. Cancellations made 1-4 business days prior to the event will not receive a refund.

About the Speaker: Jeffrey D. Haskell, Foundation Source

Jeffrey D. Haskell, J.D., LL.M. is one of the nation's most knowledgeable speakers and authors in the areas of private foundation law, compliance, and taxation.
As Chief Legal Officer for the nation’s largest provider of comprehensive support services for private foundations, Mr. Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves.

He works with and provides guidance to a team of attorneys, accountants, and support professional who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules.

Articles by Mr. Haskell have appeared in Trust & Estates, Taxation of Exempts, and Private Wealth magazines. 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.

Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, he worked at Coopers & Lybrand in the Business Tax Planning Group. Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Thank You to Our Event Sponsor