Our mission is to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resources for the gift planning community. We are the Rhode Island Chapter of the National Association of Charitable Planners. National Association of Charitable Gift Planners
The Partnership for Philanthropic Planning of Rhode Island (PPPRI) is an association of advancement professionals and colleagues from allied fields, which is dedicated to furthering the gift planning profession through education and professional development. We are proud to include over 100 Rhode Islanders in our membership. Meetings are typically held monthly during the months of September through May and include presentations, by both local and national speakers, on a wide variety of topics related to planned giving. Meetings also include "primer sessions" and provide a forum for sharing ideas and experiences with colleagues.
We are fortunate to be able to attract outstanding speakers from across the country as well as to work effectively for the betterment of our profession. PPPRI is committed to offering a broad scope of educational opportunities to meet the growing needs of its diverse membership, through its monthly programs and special programming, as well as through its mentoring program.
2018-2019 Joshua Caswell, Howland Evangelista Kohlenberg LLP
1993-94 Susan DameGreene, Founding President
2014-15 Adrienne C. Morris, Lincoln School
2015-16 Michele Sczerbinski Diaz, The Wheeler School
2016-17 Catherine Campbell, The Nature Conservancy
2017-18 Nicole Medeiros, BNY Mellon
A BRIEF HISTORY
The Partnership for Philanthropic Planning of Rhode Island (formerly Planned Giving Council of Rhode Island) was formed in the spring of 1993 by Susan DameGreene, Richard Ely and Richard LaFleur. Taking as a model the Planned Giving Group of New England, these Rhode Islanders noted that there was nothing comparable in southeastern New England. The concept of planned giving was growing across the country; and the National Committee on Planned Giving had grown to 65 local councils totaling 1500 members. The key question was whether the Ocean State could support a new planned giving council, given the strength of programming offered by PGGNE.
That question was answered affirmatively when a number of peers and colleagues signed on to help. Among those involved in forming the council were Pat Thompson, Art Everly, Andy Davis, Jack Buckely, Max Kohlenberg, Linda FitzPatrick, Ed Bennett and Ed Casey. By-laws were approved on June 10, 1993. The first program of the Planned Giving Council of Rhode Island was held at the Turks Head Club on November 10, 1993, and featured Doug White, now of Washington D.C. The Council’s first all-day educational session featured Andre Donikian, an Indianapolis attorney, as the main speaker.
Compiled by Jim Roehm, Richard LaFleur and Richard Ely.