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Find out the latest trends in charitable giving to advise your clients.
Approved for 1 CPE Credit and 1 CFP Credit.
Elizabeth Manchester, Chair, Charitable and Nonprofit Organizations Practice, Partridge Snow & Hahn
Elizabeth counsels individuals, families, and fiduciaries on all aspects of estate planning, estate settlement and trust administration in Rhode Island and Massachusetts, including planning and tax strategies designed to further the unique goals of clients. Elizabeth also represents tax-exempt entities, centered on compliance, charitable gift planning issues and the implementation of planned and estate-giving strategies, and best practices. She advises charitable institutions and institutions of higher learning about tax benefits available to donors, to assist in discussions with donors appropriately to advance their mission. She also assists institutions with the inception of planned giving programs.
