PPPRI January Meeting

The Hope Club, 6 Benevolent Street, Providence, RI 

 

Thursday, January 15, 2015

7:30 - 10:15 a.m.

7:30 – 8:00 a.m.: Networking and Breakfast

 

Session One
8:00 - 9:00 a.m.: Let’s Keep it Simple: Staying compliant while making it easy for donors to say yes to a planned gift
Kimberly McCarthy, Chair of the Charitable and Nonprofit Organizations Practice at Partridge, Snow & Hahn

Donor advised funds and planned gifts involve many areas of law: state and federal tax, trusts and estate, charitable trust law and regulation, etc.

Compliance can be challenging, but getting a donor to consider a planned gift is challenging as well. Giving in general is down, competition is fierce, and it can involve difficult and unwelcome subjects (money, death, etc.). It is even more challenging when a donor agrees to make a gift, but balks at all the legal baggage that comes with it. 

We will discuss legal options and practical techniques to keep the donor advised fund/planned gift process simple, so organizations can stay compliant and make it easy for donors to give.

Kimberly McCarthy
As chair of the Partridge Snow & Hahn LLP Charitable & Nonprofit Organizations practice, Kim represents public charities, private foundations, charitable trusts, trade associations, professional societies, cooperatives, advocacy groups, and other nonprofits. Kim provides counsel regarding tax issues facing nonprofits, including obtaining and maintaining exemption, excess benefit transactions, gift and estate tax consequences of contributions, political and lobbying restrictions, Form 990 reporting issues, executive compensation, and planned giving. Kim also provides advice and guidance on non-tax challenges for nonprofits, such as governance requirements and best practices, UMIFA and UPMIFA, and state registration and regulation of charities.

9:00 - 9:15 a.m.: RI tax law update
David T. Riedel, Counsel, Adler Pollock & Sheehan P.C., Providence, RI

Session Two
9:15-10:15 a.m.: PG Metrics
Claire Gadrow, Assistant Vice President for College Advancement, Connecticut College

How can you use planned giving metrics to inspire your colleagues to close more planned gifts? In this highly interactive session, be ready to share best practices and learn new approaches to goal setting. You'll be sure to leave with fresh ideas to motivate and educate your organization's annual fund, major gifts and planned giving officers and volunteers.

Claire Marcille Gadrow holds a BS in Accounting and an MBA from the University of Rhode Island. She is a certified public accountant who started her career in audit at Deloitte & Touche in Boston and then in tax at Ernst & Young in Providence, RI. Her career in Advancement started back at URI as a member of their campaign team in annual giving and major gifts. Following URI, she served for 8 years as Director of Planned Giving and Major Gifts at Rhode Island School of Design. In 2005, she joined Connecticut College as Assistant Vice President for College Advancement. The College recently celebrated its successful $211M comprehensive campaign and Claire was named Acting Vice President for College Advancement for 2013-2014. Claire is a past President of PGGNE and the PGCRI.

The Partnership for Philanthropic Planning of Rhode Island is grateful to Howland Evangelista Kohlenberg and Van Liew Trust Company for serving as our Presenting Sponsors for the January 15, 2015 membership program.

Cost:

Members:  Free

Member Guest:  Free (Only one guest per member is complimentary per session)

Non-Members: $40

Please send payment to: 

PPPRI

411 Waverley Oaks Road

Suite 331B

Waltham, MA  02452