Our Blog RSS

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.

Wealth planning in a year of change
By Jim Sanzi / October 20, 2017 /   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 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 – Peter Phillips with Washington Trust, Paul Silver with Hinckley Allen, and Patricia Thompson with Piccerelli, Gilstein, & Company – guided their colleagues through potential tax reforms and other developments, including charitable planning. They discussed the implications of factors such as the repeal of the estate tax, lowering top individual and corporate tax rates, and possible changes to the tax treatment of charitable contributions.

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. 


blog comments powered by Disqus

Featured Post

  • Rhode Island Foundation announces six recipients of college scholarships in the name of Roger Williams Posted 2 months ago
    The four-year, renewable scholarships are through the Carter Roger Williams Initiative, which was launched two years ago by philanthropists Letitia and late John Carter.
  • Rhode Island Foundation awards $285,000 to Newport County nonprofits Posted 2 months ago
    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 months 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 3 months ago
    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.
  • Rose Fund grants stimulate civic and cultural dialogue Posted 3 months ago
    The primary goals are to strengthen libraries and other civic, cultural and literacy-focused organizations and expand their role as community centers that stimulate dialogue around critical issues.
Read More »


LocationOne Union Station
Providence, RI 02903


(401) 274-4564

E-News Sign Up