PPPRI March Meeting

  • Thursday, March 12, 2015
  • 7:30 AM - 10:15 AM
  • The Hope Club, 6 Benevolent Street, Providence RI

Registration


Registration is closed



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


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

302 Pearl Street, #108, Providence, RI  02907

(401) 323 9499

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