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August 12, 2009  

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You spoke, we listened: Foundation designs videos for professional advisors
 
1 by 1You spoke, we listened.  When the Foundation talked with professional advisors before re-designing our website, you asked that we produce "how to" instructional videos.

We now have six such videos featuring our in-house experts - Rhode Island Foundation staff members who explain a number of ways you and your clients can work with the Foundation on charitable planning. Learn more about charitable giving options from the comfort of your own home or office.

Carol GoldenThe video series provides an overview of giving options and covers five additional topics: types of funds, bequests, charitable gift annuities, charitable remainder trusts, and retirement plan assets. Listen to Carol Golden, executive vice president and chief development officer, introduce the video series, or view any of the six videos.

Please remember that these videos are only an introduction.  Do not hesitate to be in touch with a member of our development team for more information.
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Professional advisors: Let us help YOU
 
Charitable planning with your clients is good for the community and good for your business. It will broaden and differentiate your practice, help create a strong bond with your clients, and lead to increased referrals, all while serving your client and the community.
IN THIS ISSUE:
Our newest tool: Foundation videos
Let us help YOU

QUICK LINKS:

GiftLaw Calculator

 
 
 

GiftLaw Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts, and lead trusts.