Tuesday, December 3, 2024 >> please note the date change!
12-2:00 pm | Langley's at Great Neck County Club, Waterford
Plated Lunch Included | Members: Free | Non-Member Fee: $55
‘Tis the season! Charitable gift planning is a year-round endeavor, but as we reflect on this season of gratitude, philanthropy often takes center stage this time of year. This philanthropy-themed luncheon will kick off with the American Cancer Society and Opportunities Industrialization Center (OIC) of New London County providing an update on their work within our community, before turning the reigns over to Attorney Rebecca Dupras to present on:
Using your Powers for Good - Maximize Nonprofit Relationships for You, Your Clients and Your Community
This presentation will go over some of the best ways that advisors can work with nonprofits when they have clients who are charitably inclined. There will be a brief overview of some of the ways to maximize gifts and minimize taxes through charitable giving. The presentation will also cover some best practices for you, as advisors, to help nonprofits in your community – ways to use your advisory powers for good.
Network with your colleagues and learn a bit too, all while enjoying a delicious lunch at this upcoming in-person ETPCEC meeting!
About the Speaker
Rebecca Dupras, Dupras Law, is an attorney in Rhode Island. Rebecca focuses her legal practice on estate planning and trust and estate administration for clients in Rhode Island and Massachusetts. She has also worked for several large charities, including the Rhode Island Foundation and the Silicon Valley Community Foundation, as both the Director of Planned Giving and the VP of Development. Rebecca consults for Charitable Solutions, LLC, with a focus on gifts of real estate. She has expertise in helping people make charitable gifts with complex assets as well as establishing long-term charitable legacy plans and structures. She has advised donors and clients on establishing giving structures such as Charitable Trusts and Donor Advised Funds and working with gifts of real estate, business interests, and cryptocurrency. Rebecca takes pride in building relationships with her clients and other community constituents as part of her practice.