Professional Advisors

Paul A. Silver. Recipient of The Rhode Island Foundation’s 2010 Harold B. Soloveitzik Professional Leadership Award.

Your clients rely on you to recommend the best charitable giving options. You can rely on us for professional help to meet those needs.

Among the many advantages of working with the Foundation:

• A cost-free resource for charitable planning
  For more than 90 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.
• Accredited seminars at no charge to you
  The Foundation offers several 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.
• GiftLaw Pro, a 24-hour web presence that provides a free gift calculator, a weekly enewsletter, and a constantly updated compendium of federal charitable tax law geared just to you.
• Electronic newsletters
  Sign up for enews, to learn about Foundation activities, deadlines, new grantes, and the latest trends in philanthropy and/or contact Shonté McDowell to register for Professional Advisor Digest, a periodic enewsletter from the Council on Foundations.
  
• The Foundation's work with lawyers, accountants, financial planners, and insurance professionals is advised by a 17-member Professional Advisory Council.