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Professional advisors working "Together RI"
By Jim Sanzi / December 11, 2018 /   Loading Disqus...

We at the Foundation have the great pleasure of working with so many professional advisors and their charitable clients committed to Rhode Island. Over the years, many of our professional advisor partners have been members of our Professional Advisory Council (PAC). Our PAC has consistently provided us with invaluable input and guidance as to how we may better serve our donors, and has has been instrumental in helping advance the Foundation’s mission to meet the needs of all Rhode Islanders.

Recently, at our annual Professional Advisor Appreciation Breakfast, we invited our PAC partners to engage in a community conversation Together RI style. Some of you may recall that, this past year saw us crisscrossing the state hosting 20 Together RI sessions. At schools, community centers, and senior centers we offered people the opportunity to meet face-to-face over a family-style meal, at no cost and completely open to the public.

We did this with two goals in mind. First, to find out where individual Rhode Islanders see opportunity in our state, and where they identify challenges. And second, to create a neutral place for dialogue on topics that are critical to our common future – a place where divisiveness and polarization was left at the door.

The sessions were fun, informative, and inclusive. And so it was with this one. Our professional advisor “ambassadors” were engaged, thoughtful, and creative as they conversed, listened, and drew some conclusions during their abbreviated session.

In addition to this participatory activity, I had the pleasure of honoring five outgoing members of our PAC. We are extremely grateful for their contributions to philanthropy in Rhode Island:

  • MaryJo Carr, Attorney
  • Susan Leach DeBlasio (outgoing PAC chair), Adler Pollock & Sheehan, P.C., Providence
  • Brian Dunckley, Plum Pointe Wealth Management, Providence
  • Moshe Golden, Batchelor, Frechette, McCrory, Michael & Co., Providence
  • Bridget Mullaney, Cameron & Mittelman, LLP, Providence

I am excited to announce that existing PAC member David Matarese with Corrigan Financial, Inc. is our new chair, and to welcome six new faces to the Council. Our newest Council members bring with them a breadth and depth of professional expertise:

  • Cory Bilodeau, McLaughlin Quinn LLC, Providence
  • Patrick O’Neil Hayes, Corcoran, Peckham, Hayes, Leys & Olaynack  P.C., Newport
  • Patrick McAssey, Blum Shapiro, Providence
  • Kristen Prull Moonan, Moonan, Stratton & Waldman, LLP, Providence
  • Linda Pearson, Sansiveri, Kimball & Co., LLP, Providence
  • James Wilkinson, Marcum LLP, Providence

We are fortunate to have so many top-notch professional planners in Rhode Island, and look forward to more opportunities to work with our PAC and with other professional advisors statewide to inspire philanthropy.

 

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