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Showing appreciation for our professional advisors
By Jim Sanzi / December 11, 2017 /   Loading Disqus...

Over the years, we have had the great pleasure of working with countless professional advisors throughout Rhode Island. In addition to playing a critical role advising clients on charitable giving strategies and options, many of those accountants, attorneys, wealth advisors, and other planning professionals have played a critical role in helping us achieve our mission through their service on the Foundation’s Professional Advisory Council (PAC).

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Our PAC has consistently provided us with invaluable input and guidance as to how we may better serve our donors and Rhode Island’s communities. We are proud to count well over one hundred of the state’s top planning professionals among those who have served on our PAC since its inception over twenty years ago.

Recently, at our annual Professional Advisor Appreciation Breakfast, I had the pleasure of honoring two outgoing members of our PAC: Jason Archambault and Alan Litwin, who most recently served as chair of the council. We are extremely grateful for their contributions to philanthropy in Rhode Island.

I am also excited to welcome three new faces to the Council. Our newest Council members bring with them a breadth and depth of professional expertise:

 

Matthew Plain Barton Gilman LLP, Providence

Kevin Stiles  Trust Advisor, Providence

Pamela Sawin  Citrin Cooperman & Company, Providence

And congratulations to Susan Leach DeBlasio, in photo above, in her third year with the PAC and now taking the helm as chair of the Council.

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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