Symmetry Partners

11jul11:00 am12:00 pm11:00 am - 12:00 pm(GMT-04:00) Philanthropic Planning for Clients: Private FoundationsWhat are the options and possibilities in the philanthropic space for the individuals, families, and corporations you work with?

Hosts

Jessica Donahue, Senior Managing Director, Foundation Source
Elisa Nelson, Senior Regional Consultant

Description

In this session, Foundation Source, the nation’s largest provider of management solutions for private foundations, will detail the advantages of their complete, outsourced solution. The result: better-run, more effective foundations and higher-impact philanthropy.
FOR FINANCIAL PROFESSIONALS ONLY

Time

July 11, 2024 11:00 am - 12:00 pm EST(GMT-04:00)

Registration


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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.