Upcoming events

    • Thursday, June 21, 2018
    • 7:30 AM - 10:30 AM
    • The Hope Club, 6 Benevolent Street Providence
    Register

    Breakfast, Networking & Educational Series - June 21, 2018 

    (rescheduled March 2018 event)

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

    Session One: Getting Bequests Right – From Prospect Identification to Realization

    Speaker: Mike Valoris, Senior Consultant PG Calc

    Bequest intentions matter – they matter a lot!  In most planned giving programs, realized bequests will account for 80%-90% or more of all planned gifts. Every charitable organization, regardless of size, can and should have a bequest program. However, it is a misconception to think that bequest gifts will happen on their own. Those charities with the most successful bequest programs proactively market and solicit bequest gifts. However, it’s also important to get “good” bequests.”

    This presentation will take participants through the entire bequest process – from identifying best prospects, donors’ options for making a bequest, marketing, stewardship, and through to effective administration of realized bequests. We will also discuss entering conversations with donors about making a bequest gift or asking more about their disclosed bequest intentions. 

    Please note: The attendance fee for non-members of PPPRI is now $60.

    Thank you to our sponsors.




     

     

Past events

Thursday, May 17, 2018 Annual Meeting & J. Richard Ely Memorial Keynote Presentation
Thursday, April 19, 2018 Member Networking Cocktail Reception, April 19, 2018
Thursday, April 19, 2018 Save the Date: Member Networking Cocktail Reception, April 19, 2018
Thursday, March 22, 2018 Breakfast, Networking & Educational Series - March 22, 2018 - CANCELLED
Thursday, January 25, 2018 Breakfast, Networking & Educational Series - January 25, 2018
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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