Breakfast, Networking & Educational Series - March 19, 2020
7:30am - 10:30am The Hope Club, 6 Benevolent Street Providence
Session One: Creating a Lasting Legacy with Impact: Leveraging current and planned gifts to reflect donor's values and benefit their favorite philanthropic causes.
A presentation with Edythe M. De Marco CFP Managing Director, Wealth Management Advisor, Merrill Lynch Wealth Management. Read Edye's bio here: De Marco Specialized_2965739_factsheet_HR.PDF
Session Two: An Introduction to Donor Advised Funds
Our speaker will discuss this national growing trend of charitable giving. Learn how to manage the promotion, administration and stewardship of donor advised funds. Hear about regulation and recent developments in the law affecting your donors’ considerations when making their donor advised fund gift.
Presented by:
Elizabeth O. Manchester
Counsel, Partridge, Snow & Hahn, LLP, Vice-President, PPP-RI
Elizabeth represents tax-exempt entities, centered on compliance, charitable gift planning issues and the implementation of planned and estate-giving strategies, and best practices. She advises charitable institutions and institutions of higher learning about tax benefits available to donors, to assist in discussions with donors appropriately to advance their mission. She assists institutions with the inception of planned giving programs.
Elizabeth also counsels individuals, families, and fiduciaries on all aspects of estate planning, estate settlement and trust administration in Rhode Island and Massachusetts, including planning and tax strategies designed to further the unique goals of clients.
Liz holds an undergraduate degree and an M.B.A. from Providence College and is a graduate of Northeastern University School of Law. She is admitted to practice law in both Rhode Island and Massachusetts. She is involved with community activities, including the Rhode Island Communities for Addiction Recovery Efforts, The Rhode Island Foundation, Urban Collaborative Accelerated Program, and the Roger Williams University School of Law Pro Bono Collaborative.
Please note: The attendance fee for non-members of PPPRI is now $60.
Thank you to our sponsors.
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