Jessica Donahue
Senior Managing Director
Foundation Source
Jessica Donahue is Senior Managing Director for the Northeast Region at Foundation Source, the nation’s largest provider of comprehensive services for private foundations. Jessica is responsible for working with high-net-worth philanthropists and the wealth managers, family offices, accounting professionals, attorneys and tax advisors that support them. Prior to this role, she was responsible for the company’s institutional sales initiatives, strategic alliances and business development.
Before joining Foundation Source, Jessica was a financial advisor with Wells Fargo Advisors in Westport, CT. Earlier in her career, she was a Director at Barclays Bank in its investment banking group in New York City.
Jessica has a B.S. in Business Administration from Georgetown University and an M.B.A. from Columbia Business School. Jessica lives with her family in Westport CT where she in an active alumnus of Georgetown.
SESSIONS
Concurrent Workshop: Private Foundation or Donor-Advised Fund? Sometimes the Answer is Both! – Speaker
When examining which charitable vehicle to choose, the answer isn’t always clear. In this informative session, Foundation Source’s Managing Director, Jessica Donahue, will discuss the critical differences between two of the most popular options: private foundations and donor-advised funds. Jessica will review the advantages and considerations of both vehicles, how and when private foundations and donor-advised funds can be used together in concert for maximum effect, as well as factors that might determine which one is better matched to your specific needs.