Working together to give back
Partnering with advisors
Our goal is to help you help your clients. We know that charitable giving is highly personal and reflects the unique values, passions, and capacity of each donor. When working with the Rhode Island Foundation, you and your clients can expect knowledgeable support in creating individualized giving plans that maximize each client’s tax advantages and fit their charitable and financial goals. We have more than 100 years of experience helping generous Rhode Islanders invest in their communities, both during their lifetime and as part of their legacy.
Mother and daughter team up to provide estate planning guidance and more
Gayle Tarzwell has concentrated her 45-plus year practice on estate planning. “People today are more attuned to charitable giving, but you have to approach it gently and mindfully,” she acknowledges.
Her daughter Amanda, who also works extensively with clients on estate planning, notes, “It’s like a puzzle to put together. I listen for certain key things...whether they have children, their charitable interests, how their assets are held.”
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Community foundations are a unique, advantageous vehicle for charitable giving. Find the tools you need to offer your clients the best possible options.
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Professional Advisory Council
Advisors from throughout the state offer incredible insight to the Foundation. We are grateful for their counsel and partnership.
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Find out more about how we can enhance your work with charitable clients.
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