Professional Advisors

Strategies as unique as the individual

For more than 20 years, Alan Litwin, CPA, managing director at KLR, has talked with his philanthropic clients about partnering with the Rhode Island Foundation to achieve their charitable goals.

“We frequently suggest the Foundation to our clients. It has a lot of name recognition with them. They recognize how much good the Foundation is doing, and their work is of interest to them,” says Alan Litwin, CPA, managing director at KLR.

His clients are from a variety of industries and emerging businesses, but of philanthropy, he says, “It always comes down to the individual. For some of our clients, donor advised funds make sense. When clients mention specific philanthropic interests, we want to make sure they can support them.”

In addition to referring clients to the Foundation, Alan and his colleagues have gone one step further: they’ve established scholarship funds for individuals pursuing careers in accounting to memorialize two long-time KLR employees. “That’s how highly we think of the Foundation,” Alan states.

Born and raised in Rhode Island, Alan notes that both his parents were involved in the community. “Community service was ingrained in me at a young age,” he shares. His extensive community service has focused on the areas of healthcare – he currently is vice chair of the board of directors of Lifespan Corporation and a member of the board of trustees at Rhode Island Hospital - and Jewish organizations. Active professionally, he is a former member and chair of our Professional Advisory Council. Alan also served as a judge for our 2018 Carter Fellowships for Entrepreneurial Innovation.

“The Foundation continues to evolve as community needs evolve and as demographics change."

- Alan Litwin

Our work with professional advisors

Philanthropy is often an overlooked part of a family's financial planning. Consider talking with your professional advisor about supporting the causes or organizations you care about, now or through a planned gift. The Foundation works with scores of professional advsiors, and we are grateful for the trust they have placed in us and our ability to help fulfill their clients’ philanthropic legacies.