Jessica Donahue
Foundation Source
Fairfield, Connecticut
Professional Profile
Call Me When
You want to explore how strategic charitable giving can benefit exit planning as well as overall wealth management (tax, legacy and estate planning), and how philanthropy technology makes formalized giving easy and efficient.
Professions
Consultant
Non-Profit
Functional Expertise
Board of Directors (not for profit)
Charitable giving
Governance
Philanthropy
Exit/Transition Planning
Professional Certification
MBA
Client Industries
Non-profit
Membership information
Membership
Advisor Resource Center
Member since
New Member
Why I'm a Member of XPX
Foundation Source and I endeavor to help wealth managers and estate and exit planners realize the benefits of strategic charitable giving, so we appreciate XPX’s focus on fostering collaboration among diverse professional advisors.
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