Meeting/Event Information
Exploring Charitable Options for Your Clients

April 22, 2026
11:30 AM - 1:00 PM
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Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
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Description
learning objectives
Hear from industry experts
Jeffrey D. Haskell
As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves. Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals 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. 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, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group. 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. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations. 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..
Julia Demeo
Julia DeMeo, CAP®, serves as the Managing Director for the Southeast Region at Foundation Source since July 2015, where responsibilities include assisting individuals, families, and corporations in establishing and managing private foundations for philanthropic efforts. Previously, Julia held roles such as Business Development Advisor in New York and Associate Private Client Advisor at Foundation Source, focusing on client relations and service customization. Julia's earlier experience includes serving as the Director of Development at Junior Achievement of Western Connecticut, where effective fundraising strategies were implemented, and as Co-Chair for the Grand Gala planned to celebrate the Town of Fairfield's 375th Anniversary. Julia holds a CAP designation from The American College of Financial Services and a BS in Business Administration with a focus on Sports Marketing from the University of Tampa.
1 CFP® CE
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Tickets
$30.00 FPA Member
$40.00 Non-Member
$0.00 Partner Rep
$0.00 Partner Rep
