Just as your charitable clients rely on you to recommend the best giving options, you can rely on The Rhode Island Foundation for professional help for meeting their needs.

You’ll find many advantages to using the Foundation all at no cost to you. We come in only when you need us, we follow your lead in serving your clients, and we exert absolutely no pressure to “close a deal.”

We’ve developed some unique resources for you.  GiftLaw Pro will provide you with:

• GiftLaw Calculator, which allows you to obtain tailored deduction calculations for as many as ten different gift options
• Access to a 5,000+ page charitable tax reference service and an easy-to-use “virtual library”
• Updates on the latest tax-related news from Washington

We partner with Merrill Lynch in a new effort to help their clients. Licensed stockbrokers can recommend American Funds to would-be endowment holders and earn a commission. 

Through it all, we consult with a Professional Advisory Council comprised of your colleagues to ensure that we provide you with the best services we can.

You’ll find it all in “Advise”, but we welcome your calls and inquiries. Contact us.