Breakfast, Networking and Educational Series
The Hope Club, 6 Benevolent Street, Providence, RI
Thursday, March 12, 2015
7:30 - 10:15 a.m.
Program Schedule:
7:30 – 8:00 a.m.: Networking and Coffee
8:00 - 9:00 a.m.: Breakfast & Session One
9:15 - 10:15 a.m.: Session Two
Session One
8:00 - 9:00 a.m.: Current Developments in Income Tax, Estate, and Philanthropic Planning
CFRE Credits: 1.25 PTS
Moderator:
Timothy S. McBride, Managing Director and Regional Director, Bessemer Trust
Panelists:
Stephen A. Baxley, Managing Director and Director of Tax and Financial Planning, Bessemer Trust
Lynn Halpern Lederman, Managing Director and Senior Fiduciary Counsel-Northeast Region, Bessemer Trust
Caroline Woodruff Hodkinson, Associate Vice President and Philanthropy Advisor, Bessemer Trust
Bessemer Trust is located in Boston, MA.
Session Two
9:15-10:15 a.m.: Structuring Gift Agreements: Perspectives from the donor, advisor, and charity
CFRE Credits: 1 PT
Presenters:
Caroline Woodruff Hodkinson, Associate Vice President and Philanthropy Advisor, Bessemer Trust
Catherine Campbell, Associate Director of Philanthropy, Foundation Relations Rhode Island and Vermont, The Nature Conservancy
Thank you to our March 12 Program Sponsor
Cost:
Members: Free
Member Guest: Free (Only one guest per member per session)
Non-Members: $40
Please send payment to:
PPPRI
465 Waverley Oaks Road
Suite 421
Waltham, MA 02452