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

  • Making science come alive Posted last month
    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 month
    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.
  • Carter fellowships inspire innovation Posted 2 months ago
    The recipients will receive $200,000 over four years to test and implement their proposals to dramatically improve life in Rhode Island thanks to the generosity of philanthropists Letitia and the late John Carter.
  • Grants will improve health of RI'ers Posted 3 months ago
    Our RIGHA Foundation Fund awards more than $280,000 in grants to promote primary health care.
  • Introducing moves to fuel growth and expansion Posted 4 months ago
    We are launching a new grantmaking opportunity, refining our strategic priorities, adopting impact targets and adding new staff positions to support work with partners, donors, nonprofits and community leaders.
Read More »


LocationOne Union Station
Providence, RI 02903


(401) 274-4564

E-News Sign Up