Professional Advisors

Deb DiNardo, Esq., is The Rhode Island Foundation’s 2012 Harold B. Soloveitzik Professional Leadership Award honoree.

For nearly 100 years, the Foundation has worked with professional advisors to help clients with their charitable planning. The Foundation benefits from the strongest possible relationship between you and your client, so we will never eclipse your role, but rather enhance it. We can work entirely in the background or we can attend every meeting with you. Your choice.

Among the advantages of working with the Foundation:

• Accredited seminars at no charge to you
  The Foundation offers accredited sessions each year featuring the latest information on estate planning and charitable giving strategies and laws. Seminars provide networking opportunities and continuing education credits.
• Electronic newsletters
  Sign up for enews, to learn about Foundation activities, deadlines, new grantees, and the latest trends in philanthropy and/or an advisor enewsletter with the latest news from Washington, tax law updates, and more; see a sample advisor enewsletter.
• Helpful videos
  The Foundation offers a series of "Options for Giving" videos that can help you - and your clients, if you choose - better understand our types of funds, ways to establish a fund, and more.
  
• The Foundation's work with lawyers, accountants, financial planners, and insurance professionals is advised by a Professional Advisory Council.