Welcome to the PPP-RI Breakfast, Networking & Educational Series 

for the 2019 - 2020 Season! 

With Gratitude and Appreciation to Our Platinum Sponsor

September 19, 2019 - 7:30 am - 10:30 am at the Hope Club 

Part 1: “Estate and Charitable Planning under the Tax Cuts and Jobs Act of 2018”

Part 2: “Give Smarter”

Presenters: Joseph Marion & David Riedel, Adler Pollock & Sheehan 

October 24, 2019: Afternoon Education Series 

Rebroadcast of Webinar: Blended Gifts: How to Guide Your Donor's Philanthropic Journey

Presenters: Ashley Buderus and Steven Meyers

November 21, 2019 - 7:30 am - 10:30 am at the Hope Club 

Session One: Gordon Smith, Vice President of Development, Planned Giving, National Jewish Health: Advanced Planned Giving

Session Two: Bill Acheson:Understanding Body Language 

January 16, 2020 - 7:30 am - 10:30 am at the Hope Club 

Lynn Ierardi, Director of Gift Planning, University of Pennsylvania: Gifts of Real Estate 

Nicole Medeiros, Vice President, Sr. Relationship Manager, BNY Mellon: Gift Application Forms - The Gift Planners Ultimate Tool 

March 19, 2020: Breakfast, Networking and Educational Session featuring Edythe DeMarco & Elizabeth Manchester Event Canceled

April 22, 2020: Member Networking Night at Ladder 133, Providence - Event Canceled

May 21, 2020: 8:30am Webinar 

J. Richard Ely Memorial Keynote featuring Brad Bedingfield, JD, Partner, Chair of Non-Profit Group, Hemenway & Barnes LLP discussing “Tainted Money – When Donations Turn Bad: How to Prepare, and What your Charity Can Do About It.”

June 11, 2020: 1pm Webinar 

Educational Webinar with Russell James, Professor & CH Foundation Chair in Personal Financial Planning, Director of Graduate Studies in Charitable Planning, Texas Tech University

© 2015 Partnership for Philanthropic Planning of Rhode Island. All rights reserved.

302 Pearl Street, #108, Providence, RI  02907



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