November 16, 2017

Extended Session:  Fundraising In RI, How the Foundation works in RI, how best to find the intersection of Partnership

Speaker:  Neil Steinberg, President, The Rhode Island Foundation

January 19, 2018

Session One: Donor’s Dreams, Investment Realities

Speakers:  David Hohler, CFA, Senior Investment Officer, BNY Mellon

Session Two: What Works In Planned Giving?

Rountable Discussion with Colleagues, faciliated by Board Members

March 22, 2018

Session One: Marketing Bequests

Speaker: Mike Valoris, Senior Counsultant, PG Calc. 

Session Two:  Partnership workshop:  How the various professional disciplines work together for a successful planned gift.

Rountable Discussion with Colleagues, faciliated by Board Members

May 17, 2018

Annual Meeting and the J. Richard Ely Memorial Keynote

The J. Richard Ely Memorial Keynote: The Planned Giving Conversation 

Keynote Speaker: Bob Barr, Barr Associates, LLC