September 2015 Luncheon Meeting

Planned Giving Options

Speaker: Rebecca E. Dupras, Esq., Silicon Valley Community Foundation

Featured Partner: Christina Gray, Stonecrest Managers

Meeting Description

Ms. Dupras will discuss the following:

Planned Giving is a term that is used in fundraising circles but it can be confusing. Since most large gifts to charitable causes are planned by clients, what makes “Planned Giving” different? Rebecca will discuss some of the basics of how to define Planned Giving and the planning tools available to advisors. She will also address the types of clients who might be interested in these giving vehicles and the ways that they can utilize them as part of an overall estate plan. It is important to understand the role of the advisor when a charity is approached by a client to ensure that the client is getting the best advice possible.

1.5 hours CE has been granted by the CFP Board for this session.

Speaker Biography

Rebecca Dupras, Esq. is Interim Vice President, Development at Silicon Valley Community Foundation (SVCF). She is responsible for supporting the strategy that seeks out and brings in new donors to SVCF, being able to assist individuals and corporate donors, as well as other nonprofits, to craft meaningful philanthropic strategies. Her background and training enables her to work with various types of giving vehicles and funding options.

Rebecca is a graduate of Roger Williams University and received her law degree from Suffolk University Law School. She joined SVCF in 2014 as the director of planned giving and was the planned giving officer at the Rhode Island Foundation (RIF) prior to that, working with donors and their professional advisors to craft deferred gifts to meet their philanthropic goals.

Prior to her work with RIF, she worked as an estate planning attorney in private practice and with two Rhode Island law firms. During that time, she worked with mid- to high-net worth clients in Rhode Island, Massachusetts and Florida in estate and tax planning as well as probate and trust litigation.

Pricing and Registration

Advanced pricing is available through September 7th: FPA Members and First Time Visitors: $40 Non-Members: $60

After September 7th:
All Members and Non-members: $60

Online Registration is open through Monday, September 7th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm Tuesday, September 8th.