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The latest news and occasional commentary about what’s happening at the Foundation and around our great state. 

Rhode Island Foundation Blog


We are proud to be part of the Rhode Island community! Follow our blog for the latest news and occasional commentary about what’s happening at the Foundation and around our great state.

Philanthropic strategy in a new tax landscape
By Jim Sanzi / October 16, 2018 /   Loading Disqus...

Rhode Island is home to a vibrant community of expert estate, wealth, and tax planning professionals who work closely with their clients to design and implement plans that address the unique needs of each family and situation. We thank them for sharing their expertise – including on charitable planning – with Rhode Islanders over the years.

Each year, we partner with Washington Trust to present a wealth management roundtable, a panel discussion by experts in the field who talk about important developments in the area of financial planning.


This year, our three panelists – Kate Kishfy, Esq. with Hinckley Allen; Arthur Lambi, Jr., CPA, MST with DiSanto, Priest & Co.; David Reidel, Esq. with Adler Pollock & Sheehan – guided their colleagues through tax reforms and other developments. They discussed the implications of factors such as regulations affecting donor advised funds, federal gift and estate tax changes, and the new Opportunity Zones.

Here at the Rhode Island Foundation, we have been extremely fortunate to work with many of our state’s top financial advisors. We regularly support and engage with them to develop charitable giving plans for individuals and businesses. Through these collaborative efforts, clients and their advisors can be confident that the Rhode Island Foundation will steward their charitable legacy for generations to come. 


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Featured Post

  • RI Foundation awards $285,000 to Newport County nonprofits Posted last week
    The grants, through our Newport County Fund, will underwrite a host of activities ranging from workforce training and after-school activities to preventing relationship violence and protecting vulnerable seniors.
  • $2.6 million awarded for behavioral health care Posted 3 weeks ago
    Six nonprofit organizations will use $2.6 million in grants to support primary and secondary prevention models and high-quality, affordable behavioral health care services across the state. The funding is the first from the Behavioral Health Fund at the Rhode Island Foundation.
  • Vision and commitment Posted last month
    Hundreds of community and business leaders, donors, grant recipients, and other partners gathered at the Rhode Island Convention Center on May 16 for our 2019 Annual Meeting. Here are highlights of what our President and CEO Neil D. Steinberg told them.
  • Making science come alive Posted last year
    Thanks to our Carter Spark Grant, Narragansett Elementary School students just learned a lot about life around Narragansett Bay. Special education teacher Karen Festa used the grant to bring Save the Bay’s living “Bay Classroom Experience” to school.
  • Roger Williams' ideals come to life in scholarship recipients Posted last year
    The Rhode Island Foundation is sending seven high school seniors off to college with scholarships honoring Roger Williams, the state’s founding father.The four-year, renewable scholarships are through the Carter Roger Williams Initiative, which was launched last year by philanthropists Letitia and the late John Carter.
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