May 12, 2011: Shari
M. Fox, Assistant Vice President for Development, University of Michigan "Gifts,
Money and Taxes 101", Click
here
for program materials.
March 17, 2011: ” The Donor's Perspective on Philanthropic Planning" withDr. Marlene Cutitar, Peter S. Damon, Mark Gasbarro, Dr.
Kathleen Hittner and James A. Hopkins, followed by "Donor Advised Funds: What
They Are and Why Donor's Like Them" presented by Richard H. Gregory III,
Attorney and Cousellor at Law, and Gail Ginnetty, The Rhode Island Foundation”.
Click Here
for program materials.
January 20, 2011:
Chrisanne Wyrzykowski Esq. & Adam Sholes Esq., “A
Conversation with Chrisanne Wyrzykowski, Esq. and Adam Sholes, Esq.” Click
Here for
program materials.
September 16, 2010:
Dr. Scott Janney,
“Building Your Team of Helpful and Influential Donor Advisors”
& Viken Mikaelian, “Guerilla Marketing for Your Planned Giving Program”
May 6, 2010:
Gary Pfozheimer,
“Moving Prospects Through the Gift Planning Process”
March 18, 2010:
Mary Moran,
“Bequests in Today's Economy”
& Paul Silver and Kim Butler, "Back
to Basics: Working with Professional Advisors"
January 21, 2010:
Judge Marvin Homonoff,
“Charitable Giving and Rhode Island Probate”
& Karen Cooper, Lorraine O’Rourke and Deborah DiNardo, "What Every Charitable Beneficiary Should Know: Stories from the Trenches"
November 19, 2009:
Matthew Blank, CFA,
“Economic and Financial Market Outlook: Looking Ahead to 2010, Learning
from the Lost Decade”
& Mary Alice Conlon
and Karen Weavill, "What's Working in these Challenging Times"
September 17, 2009: Timothy J. Prosser, MPA, JD -
"Retirement Plan Gifts – Better Now or Later?"
& Karma Martell - "Social Media Marketing for Non-Profits: Should your organization give a tweet?"
May 7, 2009: Robert
Sharpe, Jr. - "Brother
Can You Spare A Million?" - Gift Planning During Economic Downturns
March 19, 2009: Paul Silver, Esq.
&
Bob Petix, Esq. - "GRATS and CLATS - Do Them Now!"
& Elizabeth Crabtree - "Beyond Google"
January 22, 2009: Christopher Cassara, Esq. & David
Morganelli, Esq. - "How to Leverage Your Board and the Role of Board Members in
Fundraising" &Joanne Speroni-Woody, Kimberly Butler, & Sandra Sebring - "What
Every Charitable Beneficiary Should Know: Stories from the Trenches"
November
13, 2008: Jeff Lyndenberg - "Taxation Basics for
Gift Planners" &
Susan Whitney - "Maximizing Your Grant Applications: There Is Money Out There!"
September 18, 2008: Michelle Courton Brown -
"Philanthropic Giving Trends"
May 8, 2008: Brian Clonz - "Powerful
Planned Giving with a Shoe-String Staff and a Shoe-String Budget!"
March 20, 2008: Richard Ely -
"Ethical Wills- How to Transfer Your Personal Legacy"
January 24, 2008:
Patrick Boyle, CFA, CFP -
"Investment Objectives for an Endowment to Protect the Officers and the Board"
November 15, 2007: Chris Murphy -
"Can't Have One Without the Other: Love & Marriage, Horse & Carriage, Print & Web"
September 20, 2007:
Robert Petix, Esq. -
"Using Closely Held Assets for Charitable Giving"
May 10, 2007: The Annual Meeting for The Planned Giving Council of Rhode
Island
March 22. 2007: Thomas W. Smith, CFP -
"Marketing Your Planned Giving Program"
January 25, 2007:
Bruce Bigelow - "Reporting and Counting Planned Gifts"
