Meeting/Event Information

Bridging the Gap Between Donors and Non-Profits: Insights from Wealth Advisors

Join the NH & VT Council of Charitable Gift Planners for an engaging panel discussion with experienced wealth advisors who will share their expertise in connecting donors with non-profit organizations. 

Gain valuable insights, hear real-world success stories, and get your questions answered on how to foster meaningful donor relationships and enhance impact.

We will also be introducing a special Mentor for a Moment networking opportunity! Connect with fellow professionals, exchange ideas, and expand your network. See more details below.

Schedule:

1:30 - 2 pm - Networking
2 pm - Insights from Wealth Advisors Panel followed by Mentor for a Moment networking opportunity
4:30 pm - Event concludes

Register now to grow both personally and professionally!

MEET OUR PANELISTS

Richard Kowalski - EKS Wealth Management of Raymond James

Richard Kowalski is a Senior Vice President of Investments at EKS Wealth Management of Raymond James, where he brings 38 years of experience in the private wealth industry. As a co-branch manager for the Raymond James offices in Burlington, VT, and Hanover, NH, Rich leads a team focused on providing financial planning and investment management services to individuals, families, and businesses across the U.S. Rich is a dedicated father of four and resides with his wife, Robin, in Burlington, VT.

Paulette Wolfe - Whitegate Investment

Paulette Wolfe is the President and Director of Whitegate Investment Counselors, Inc., an independent Registered Investment Advisory firm in Concord, NH. At Whitegate, Paulette and her team provide wealth and portfolio management services for approximately $700 million of assets across 140 client relationships. By creating diversified individual investment portfolios, Paulette and her team help clients achieve their financial goals by implementing personalized investment strategies that align with each client's unique financial objectives and risk tolerance. Whitegate's balanced approach to asset allocation and risk management centers on long-term growth and stability, leveraging the team's over 100 years of combined experience to help clients navigate complex financial situations.
 
Paulette has over 35 years of experience in financial services. She started her career in banking and trust operations before joining Whitegate in 1995, where she became a shareholder in 2006 and the sole shareholder in 2023. Paulette holds a BS in Accounting from Franklin Pierce University and an MS in Organizational Leadership from Southern New Hampshire University. She is also a long-time supporter and volunteer coach for Girls on the Run NH.

Paul Provost - The New Hampshire Trust Company (NHTrust)

Paul Provost founded and built The New Hampshire Trust Company (NHTrust) a wealth management business operated in partnership with three New Hampshire Community Banks.  NHTrust manages $1.4 billion in client assets under management and serves 5,000 clients in partnership with sister banks, Merrimack County Savings Bank, Meredith Village Savings Bank, and Savings Bank of Walpole.  In October 2024, Paul completed a succession plan to hand off the Presidency of NHTrust and he now serves select clients as a Sr. Wealth Advisor.

Paul is a Certified Financial Planner and he has worked in the wealth management business for thirty-five years.  He holds a Masters of Arts degree in Administration from Saint Michael’s College and an Economics degree from the University of Vermont.  Paul is currently a Trustee of the State of New Hampshire Retirement System, the incoming Board Chair of Granite Edvance and he serves on the Investment Committee for Concord Hospital.  Paul previously served in board leadership roles for the Central New Hampshire Boys & Girls Club, the New Hampshire Charitable Foundation Central Region and St. John’s Regional School.  A native of Vermont, Paul lives in Concord NH with his wife Linda.

Mentor for a moment

Following our main panel presentation, we invite you to stay for a unique opportunity – Mentor for a Moment. This is your chance to connect directly with board members, learn about their career journeys, and receive valuable advice in a casual, approachable setting.

Each board member will share a brief overview of their professional journey. Whether you're seeking guidance, career insights, or would like to share suggestions for what topics you'd like to see explored in future Council meetings, this is your moment to ask questions and make connections.