CWEPC Fall Meeting
November 14th at Bookcliff Country Club - 2730 G Road. Join us at 3:30 pm for registration and networking, with the main presentation to begin at 4:00 pm.
Our presentation this month will give by Hayley Smith of Foundation Source, "The Ins and Outs of Private Foundations".
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations. Our complete outsourced solution includes foundation creation (as needed), administrative support, active compliance monitoring, philanthropic advisory, tax and legal expertise, and online foundation management tools.
Now in our second decade, Foundation Source provides its services to more than 1,400 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut.
Complimentary light refreshments will be served. Each attendee will also receive one complimentary adult beverage. Cash bar will also be available.
Cost is free to CWEPC members. Non-members are welcome for $25 per person. First-time guests of a paid member are also free. Please invite your colleagues!
