ESTATE PLANNING COUNCIL OF RHODE ISLAND

Meeting will be held via Zoom.  Log-in information will be sent prior to the program.

Program Description:

For high-net-worth clients with philanthropic intentions, incorporating a private foundation in an estate plan can be an attractive strategy.  They offer control over the distribution of funds, tax benefits, and allow individuals and families to leave a legacy of charitable giving.   But they also come with administrative responsibilities that must be carefully considered and regulatory requirements necessitating due diligence.  Join us for a lively discussion of the benefits of utilizing a private foundation in an estate plan, the requirements for forming a Rhode Island nonprofit corporation, and the tax-exempt status filing process.

Presenter:

Elizabeth O. Manchester, Esq., Partner, Partridge Snow and Hahn

Partridge Snow & Hahn partner, Elizabeth O. Manchester, is the Chair of the firm’s Nonprofit & Tax-Exempt Practice Group.   She represents tax-exempt organizations, including public charities, private foundations and supporting organizations, on a broad range of legal and compliance matters, including formation, corporate governance, charitable gift planning, and maintenance of tax-exempt status.

A trusted advisor to charitable institutions and institutions of higher learning, Elizabeth provides guidance on donor benefits, planned giving programs, and complex gifts, including bequests and charitable trusts. She works closely with individuals, families, business owners, and corporate clients to align philanthropic planning with personal or business objectives.

A graduate of Providence College (B.A, magna cum laude and M.B.A.) and of Northeastern University School of Law, Elizabeth is a frequent speaker on nonprofit governance, charitable giving, fiscal sponsorships, and tax compliance, bringing practical insight to nonprofit leaders, funders, and mission-based organizations.