Partnership for Philanthropic Planning of Rhode Island
Breakfast, Networking and Educational Series for Members
The Hope Club, 6 Benevolent Street, Providence, RI
Thursday, March 13th, 2014
7:30 - 10:15 a.m.
7:30 – 8:00 a.m.: Networking and Breakfast
8:00 a.m.: RI Legislative Update by David T. Riedel, Partner, Adler Pollock @ Sheehan P.C.
Session One
Wait, Wait Don’t Tell Me: The Planned Giving Quiz
Jonathan G. Tidd, Attorney and Planned Giving Specialist
The Partnership of Philanthropic Planning of Rhode Island is delighted to welcome back Jonathan Tidd, Esq., who will share real world cases and questions in an interactive session designed to test and increase your knowledge of planned giving.
Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. If you have not taken his planned giving quiz, it is THE test of your knowledge and a great way to learn from the most recent cases relating to planned giving.
Renowned planned giving expert, Jonathan will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations.
Jonathan’s clients include a wide range of educational, healthcare, arts, human rights and social service organizations. His articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.
The Partnership for Philanthropic Planning of Rhode Island is grateful to Bernstein Global Wealth Management for serving as the Presenting Sponsor for the March 13, 2014 membership program.
Cost:
Members: Free
Member Guest: Free
(A guest of a member may attend one meeting per year at no charge)
Non-Members: $40
Please send payment to:
PPPRI
411 Waverley Oaks Road
Suite 331B
Waltham, MA 02452
