Exploring Charitable Options for Clients and Donors (11/12/2026)

Thu, 12 Nov 2026 13:00:00 GMT

Please join us for a Charitable Gift Planners of Southwest Florida program with Jeffrey Haskell, J.D., LL.M. and Austen Freeborn of Foundation Source.

With philanthropy on the rise, particularly among younger generations and women wanting to make a positive impact with their resources, it’s helpful for advisors and nonprofit professionals to be well-versed in formal charitable giving and to discuss it regularly with clients and supporters, not just at year-end. Doing so enables advisors to connect with clients on a deeper level and ultimately grow their practices, and allows nonprofit staff to develop a values-based relationship with donors facilitating major investment in the mission.

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. Lastly, as private foundations offer nearly endless giving capabilities, it will shed light on a few of their less well-known strategies: charitable investing, granting directly to individuals (vs. a charity), and donating artwork and collectibles.

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

Learning Objectives

Understand the most common charitable giving vehicles and how they can be incorporated into financial planning
Explore donor-advised funds and private foundations with respect to tax treatment, grantmaking, legacy and organizational and investment considerations
Obtain a closer look at specific giving strategies for private foundations, including charitable investing, granting directly to individuals (vs. a charity), and donating artwork and collectibles
Discover how charitable giving expertise can enhance philanthropic giving and grow a wealth management practice

Note: This will serve as our chapter’s annual meeting and will include the announcement of the 2027 Board of Directors.

Thursday, November 12, 2026
8:00 am – Check in and Networking
8:30 – 9:45 am – Introductions, Annual Meeting and Program

Location:
Humane Society of Sarasota County
2331 15th Street, Sarasota, FL 34237

Free for Members
$20 for Non-Members

About Our Speakers

Jeffrey D. Haskell, J.D., LL.M.
Chief Legal Officer and Executive Vice President
Foundation Source

Jeff Haskell is a top expert in the areas of private foundation law, compliance and taxation. He is Chief Legal Officer and Executive Vice President for Foundation Source, the leader in philanthropic software and services for donors, nonprofits, advisors and financial institutions. In these roles he provides guidance on legal and tax issues to the company’s high-net-worth clients and their advisors. He has worked with Foundation Source 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.

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 earned a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Austen Freeborn
Vice President, Business Development
Foundation Source

Austen Freeborn is Vice President, Business Development, for Foundation Source, the leading provider of philanthropic software and services for donors, nonprofits, advisors and financial institutions. He works with universities, foundations and other nonprofit organizations to deliver planned giving and philanthropic solutions.

Austen is a seasoned business development and sales executive with over a decade of experience in financial services and wealthtech, having built his career across firms including Vanilla, Envestnet, and Bank of America before joining Foundation Source.

Foundation Source offers an integrated suite of technology-driven planned giving, donor-advised fund, and gift administration solutions, backed by industry-leading technology. Austen's focus is on helping nonprofit organizations grow and manage their philanthropic programs, turning donor generosity into lasting impact.

Special Thanks to Our Program Sponsor:

2026 Members-Only Holiday Social (12/10/2026)

Thu, 10 Dec 2026 22:00:00 GMT

Please join us for a very special holiday social on the Rooftop Terrace of West Coast Black Theatre! This informal gathering is the perfect opportunity to check in with your fellow Charitable Gift Planners of Southwest Florida members during this festive season.

Date: Thursday, December 10, 2026

Time: 5:00-6:30 p.m.

Location: West Coast Black Theatre
1012 N. Orange Ave.
Sarasota, FL 34236
Please park in the lot on 20th Way across from the theatre.

* In the event of inclement weather, festivities will be moved indoors to the first floor.

For a special treat, a small number of tickets for the 7:30 p.m. performance of WBTT’s “A MOTOWN CHRISTMAS” that evening are available for purchase by CGPSWFL members (call Debra Flynt-Garrett at 941-404-7755 to purchase).

Special Thanks to Our Event Sponsor: Bank of America Private Bank

Charitable Gift Planners of Southwest Florida upcoming events

Exploring Charitable Options for Clients and Donors (11/12/2026)

2026 Members-Only Holiday Social (12/10/2026)