Enhancing your work with charitable clients

For nearly 100 years, the Foundation has worked with professional advisors to help clients with their charitable planning. The Foundation benefits from the strongest possible relationship between you and your client, so we will never eclipse your role, but rather enhance it. We can work entirely in the background or we can attend every meeting with you. Your choice.

This video from our 2019 Annual Meeting honors Robert D. Sherwin, recipient of our Harold B. Soloveitzik Professional Leadership Award.

Among the advantages of working with the Foundation:

  • Accredited seminars at no charge to you
    The Foundation offers accredited sessions each year featuring the latest information on estate planning and charitable giving strategies and laws. Seminars provide networking opportunities and continuing education credits.
  • We provide opportunities each year for you to network with colleagues, including our annual meeting where we present the Harold B. Soloveitzik Award to a professional advisor who embodies outstanding service to philanthropy.
  • Electronic newsletters
    Sign up for enews to learn about Foundation activities, deadlines, new grantees, and the latest trends in philanthropy.
  • The Foundation's work with lawyers, accountants, financial planners, and insurance professionals is advised by a Professional Advisory Council

My clients and I have utilized the Foundation for more than 20 years. The staff is professional, prepared, and easy to work with...no organization is better informed."

Paul A. Silver, Esq., Hinckley, Allen & Snyder

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We can help you...

create highly effective, personalized approaches to charitable giving for your clients. Why not give us a call?


LocationOne Union Station
Providence, RI 02903


(401) 274-4564

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