Upcoming events

    • Thursday, January 25, 2018
    • 7:30 AM - 10:30 AM
    • The Hope Club 6 Benevolent Street Providence RI 02906

    Breakfast, Networking & Educational Series - January 25, 2018

    7:30am - 10:30am The Hope Club, 6 Benevolent Street Providence 

    Session One: Donor’s Dreams, Investment Realities

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

    Description:  Charitable donors are increasingly interested in how their gifts are invested – but too often their perception of what constitutes an appropriate investment strategy may be more a dream than a reality.  When a donor’s ideas about investing turn out to be incorrect, it can lead him or her to feel confused, disappointed or even angry.  To avoid this, it’s important for everyone with an interest in the management of a trust – the donor, the investment manager and the charitable organization – to understand the root of these misconceptions so they can be better prepared to face the realities before them.

    David Hohler has over 15 years of investment management experience and his clients include secondary schools, healthcare groups, colleges and universities, religious organizations and community foundations. David’s extensive background and experience in investment management enables him to work directly with his clients to design, implement, and actively-manage their investment portfolios. In addition, he provides counsel and advice on best practices regarding asset allocation, spending rates, investment policy, manager selection, and performance evaluation.

    Second Session:  What Works in Planned Giving

    Discussion led by:  PPP-RI Programming Committee

    Description:  Drawing on the collective knowledge in the room, we will have an interactive share and learn discussion on topics such as how to assess your donor base, focus resources on your prime prospects and creative ideas for providing “WOW stewardship”.  This is a great opportunity to hear and learn from colleagues in the field.   

    Thank you to our sponsors.



Past events

Thursday, November 16, 2017 Breakfast, Networking & Educational Series - November 16, 2017
Wednesday, September 13, 2017 Breakfast, Networking & Educational Series, September 13, 2017
Thursday, May 18, 2017 PPP RI Annual Meeting & J. Richard Ely Memorial Keynote Presentation
Thursday, March 30, 2017 Educational Series Event - March 30, 2017
Thursday, January 19, 2017 Educational Series Event - January 19, 2017
Monday, December 12, 2016 PPP-RI Member Networking Night
Thursday, November 10, 2016 Breakfast, Networking and Educational Series
Thursday, September 15, 2016 “Go See People”
Tuesday, July 26, 2016 Impact Philanthropy in Rhode Island
Thursday, May 19, 2016 PPP-RI May Annual Meeting and Presentation
Thursday, March 03, 2016 PPP-RI March Meeting
Thursday, January 21, 2016 PPP-RI January Meeting
Thursday, December 10, 2015 PPP-RI Member Networking Night
Thursday, November 19, 2015 PPP-RI November Meeting
Thursday, September 24, 2015 PPP-RI September Meeting
Wednesday, June 10, 2015 PPPRI Networking Cocktail Reception
Thursday, May 21, 2015 PPPRI May Annual Meeting and Presentation
Thursday, March 12, 2015 PPPRI March Meeting
Thursday, January 15, 2015 PPPRI January Meeting
Thursday, November 20, 2014 PPPRI November Meeting
Thursday, September 18, 2014 PPPRI September Meeting
Wednesday, May 28, 2014 PPPRI Networking Cocktail Reception
Thursday, May 15, 2014 PPPRI Annual Meeting & Presentation
Thursday, March 13, 2014 PPPRI March Meeting

© 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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