Boston Philanthropic Roundtable

SEPTEMBER

 

Monday, September 24, 2018

Aged Healthy, Wealthy and Wise

3:00 pm to 4:30 pm

 

Location: U.S. Trust, Bank of America Private Wealth Management

100 Federal Street

Boston, MA  02110

 

Please be sure to check in at the security desk in the lobby with a photo ID.

 

BPART is pleased to kick off our Fall 2018 schedule by welcoming nationally-recognized wealth advisor Coventry (“Covie”) Edwards-Pitt, who will speak about her latest book, Aged Healthy, Wealthy & Wise: Lessons from vibrant and inspiring elders on how they designed their later lives.  In this presentation, Covie will address one of today’s most pressing issues – how to age well given our increased longevity and ensure that our later years have a positive rather than negative impact on our families – and share her wisdom on how to implement the book’s best practices for your clients.

 

Coventry Edwards-Pitt  

Recognized as one of the “Top 50 Most Influential Women Private Wealth” and one of the “Top 50 Women in Wealth Management”, Covie is a Partner and the Chief Wealth Advisory Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 14 years ago. She was pre-med in college, and was drawn to the wealth management industry by her desire to help people--to help them navigate a complex, noisy, often conflicted financial world and implement strategies that weren't just financially sophisticated but also emotionally relevant.

Covie has authored the Healthy, Wealthy & Wise Collection, a two-book series based on interviews that highlight success stories: the first, Raised Healthy, Wealthy & Wise, (2014) focuses on raising children to be grounded and successful adults amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.  Covie has spoken widely on the lessons in the books and has been a featured speaker at over 80 events for wealth-owning families and their advisors.

 

RSVP: bpart@nutter.com

OCTOBER

 

Tuesday, October 16, 2018

Annual Luncheon  12:00 - 1:30 pm

 

Managing for Social Impact: Understanding Best Practices for Philanthropic Support

 

Location: Nutter, 155 Seaport Blvd., Boston

 

In 2017, Boston College’s Dr. Mary J. Cronin and (Carroll School of Management) and Prof. Tiziana C. Dearing (School of Social Work) published their edited volume, Managing for Social Impact: Innovations in Responsible Enterprise.  The book examines best practices in managing for long-term impact at the scale of our toughest social problems.  It looks across the global landscape, from Boston to India, and across sectors, from multi-national corporations to nonprofits, from philanthropies to cities.  Join Prof. Dearing as she moderates a panel discussion with three of the chapter authors, examining challenges, opportunities and investments required to support sustainable social impact at scale.  The panel will focus especially on impact investing, social enterprise, corporate engagement, and cross-sector best practices.

Panelists include Ed Frechette, Chief Innovation Officer at UTEC, and co-author of “Social Enterprise for Economic Opportunity at UTEC,” Allison Kroner of the United Way and formerly Community Development Director and Foundation Executive Director at b.good, and author of, “Stakeholder Voices Shaping Community Engagement at b.good,” and Dr. Cronin, who wrote, “Impact Investing at the Base of the Pyramid: Unitus Seed Fund.”

Tiziana C. Dearing, Moderator

Professor for Macro Practice at the Boston College School of Social Work, Director of the Center for Social Innovation, and Founding Co-Director of Research in Social, Economic and Environmental Equity (RISE3). Her current teaching focuses on social innovation and leadership.   Professor Dearing comes to the School of Social Work from the world of practice, where she led a number of anti-poverty organizations, including Boston Rising, a start-up anti-poverty fund, and Catholic Charities of the Archdiocese of Boston, where she was the first woman president. She also served as the Executive Director of the Hauser Center for Nonprofit Organizations at Harvard University and spent nearly a decade as a management consultant.

Professor Dearing has published op-eds and blogs for national and local outlets such as CNN.com, The Hill and WBUR’s Cognoscenti, and provides frequent media commentary to both local and national outlets.  She serves on a number of charitable boards and advisory councils such as Sparkshare, 90.9 WBUR, UTEC, The Legacy Dialogs and InnerCity Weightlifting.

Dr. Mary Cronin

Professor at Boston College’s Carroll School of Management.  Her current research focuses on managing and measuring social impact, including innovations in corporate citizenship, social impact investing, and social entrepreneurship.  She is the founder and co-director of a new Boston College Interdisciplinary Minor in Managing for Social Impact and the Public Good at Boston College.

Dr. Cronin’s  most recent book, Managing for Social Impact: Innovations in Responsible Enterprise (Springer, January 2017), is co-edited with Professor Tiziana Dearing.  Her prior books include Top Down Innovation, a framework for data-centric innovation management, (Springer, 2014) and Smart Products, Smarter Services (Cambridge University Press, 2010) an analysis of the Internet of Things across multiple industries.  Analysis of the Internet of Things and smart products extended Dr. Cronin’s earlier research and pioneering publications on Internet business strategy and the adoption of E-Commerce in the mid-1990s, and in the early 2000s on the evolution of mobile handsets and devices as wireless, always connected platforms for consumer and enterprise applications. Her publications have been translated into Chinese, Japanese, Korean, Spanish, French, and several other languages.

Dr. Cronin serves as a board member and advisor for Boston area community organizations and is a member the editorial board of Electronic Markets and the Advisory Council for Computing and IT for Brown University where she received her Ph.D.

Ed Frechette

Ed Frechette joined UTEC, a nationally-recognized innovator in working with proven-risk youth in and around Lowell, MA, in June 2013 as the Chief Innovation Officer after nearly 30 years in advertising and restaurant marketing.  He helped create three social enterprises that provide real-world work opportunities for the youth and revenues for the organization, including a mattress recycling enterprise, a woodshop and culinary program.  Ed is currently in charge of Social Enterprise Partnerships.  

 Ed grew up in New Hampshire and, after college, started aa 30 year career that took him through Chicago advertising agencies, Dunkin’ Donuts and Au Bon Pain.  The lure of the nonprofit world motivated Ed to shift gears in 2012. He earned his MPA from the Harvard Kennedy School of Government, following his passion to serve disconnected youth. 

He and his wife Ellen live in Dorchester.  Their three grown children are married and living their lives in other parts of the country.  Ed is the Social Entrepreneur in Residence at Boston College and teaches a course on social impact and entrepreneurship. 

Allison Kroner

Director of Boston Builds Credit, a joint initiative of the United Way, City of Boston, and LISC, with a mission to use credit building as a lever for economic mobility and a bold goal to help 25,000 Bostonians achieve a prime credit score (660+) by 2025. As Director, Allison is focused on bringing together community partners, industry leaders, and policymakers to expand access to safe, quality credit building services.

 Previously, Allison served as the head of corporate social responsibility for B.GOOD. In this role, she managed the company’s community engagement programs and served as the founding Executive Director of the B.GOOD Family Foundation. Prior to joining B.GOOD, Allison gained experience with philanthropy at the New York Community Trust and at Boston Rising, a small family foundation. She also has deep experience with direct social service agencies, having served as the Assistant to the President at Catholic Charities Boston.

 

 

 

 

MAY

Monday, May 14, 2018

12:00p.m. to 2:00 p.m.Annual BPART Luncheon

The Promising Philanthropic Opportunity in Early Childhood

Art Norris, Founder, Nor1

Al Race, Chief Knowledge Officer and Deputy Director, Harvard's Center for the Developing Child

Sunindiya Bhalla, Senior Director, Educational Success, United Way

Location:  Nutter, 155 Seaport Blvd., Boston

Emerging brain research has left little doubt that the development of core skills: cognitive skills, emotional well-being, social competence, and physical and mental health, before entering kindergarten, is essential in building a strong foundation for success in adulthood.  As such, many philanthropists are racing to move upstream in a child’s life and fund promising efforts to support the early development of young children. Early indicators suggest much success and opportunity. Philanthropists are integrating early childhood strategies into education and anti-poverty efforts because it has been found to be critical for success later in life. In Boston, the number of funders in early childhood is limited, so there are many opportunities for philanthropists to define the landscape for Boston.  If you or your clients are interested in education, poverty, or the success of young children then this issue is critical to the success of your programs.

Speakers:

  • Art Norrins, Founder, Nor1 Art Norins is a proven entrepreneur, who has successfully built multiple businesses from concept to reality. At the beginning of 2017 Art transitioned out of his venture backed, hyper growth internet company, Nor1, to focus his time and energy on eradicating poverty globally.  He hopes to help achieve this by driving massive amounts of awareness and funding to quality early childhood development and parent development. Art is the Founder and former CEO of Nor1.  He currently serves as a Board Observer.  Travel suppliers leverage Nor1’s innovative and patented solutions (business intelligence and analytics) to increase revenue while simultaneously enhancing their guest’s travel experience.  Nor1 has a global footprint with headquarters in Silicon Valley, offices in Asia/Australia/Europe and revenues being generated in 70+ countries and 30+ currencies.  Nor1’s investors include SAP (Concur) Goldman Sachs, Accel Partners (premier VC firm, Facebook investor) to name a few.  Some of Nor1’s customers include Hilton Worldwide, InterContinental, Caesars, Wynn and Accor.  Through the building of Nor1, Art has developed an impressive network of high level relationships in the global investment community and travel industry. Prior to creating Nor1, Art founded Sandium, a B2B commercial heating ventilation and air conditioning system equipment supplier which provides engineered solutions for mission critical applications such as bio-tech facilities.  Sandium also has initiatives in the high-end residential market along with partner manufacturing facilities in Germany and China.  Art continues his role as Chairman of Sandium. Art is passionate about supporting fellow entrepreneurs; whether that be via angel investment, mentoring / board / advisory board roles or speaking engagements [Cornell University, Erasmus (Rotterdam), Harvard, Purdue, Stanford, etc…]. His philanthropic initiatives include work in Sub-Saharan Africa, where he served on the Board of the Indiana Institute of Global Health and worked with the Boys and Girls Club of the Peninsula.  He also serves on the DocuSign Advisory Board and Purdue University's Strategic Alliance Council.  Art has traveled extensively (visited over 100 countries spanning six continents) and has lived internationally. He is a proud father, patent holder and earned an Engineering degree from Purdue University.

  • Al Race, Chief Knowledge Officer and Deputy Director, Harvard’s Center for the Developing Child Al Race is Chief Knowledge Officer and Deputy Director of the Center on the Developing Child at Harvard University. The Center catalyzes local, national, and international innovation in policy and practice focused on children and families, especially those facing serious adversity. In collaboration with a broad network of research, practice, policy, community, and philanthropic leaders, we seek transformational impacts on lifelong learning, behavior, and both physical and mental health. A member of the Center’s senior leadership since 2006, Al’s focus is on how to use the knowledge generated by the Center’s work to transform the landscape in which science-based innovation for children and families can thrive.

  • Sunindiya Bhalla, Senior Director, Educational Success, United Way Sunindiya Bhalla is a recognized leader in early childhood in Greater Boston and Massachusetts. As the Senior Director of Educational Success for United Way of Massachusetts Bay & Merrimack Valley, she leads the organization's strategy, initiatives, and investments in the areas of school readiness and school success. Sunindiya works with philanthropy, corporations, government agencies, policy makers, and practitioners to improve early childhood systems, has launched and scaled success programs, and managed statewide early childhood awareness campaigns. Prior to United Way, she managed a network of state-funded MA Family Centers and worked with the MA Department of Children and Families to create a launch Family Resource Centers, with a focus on parent education and family engagement.

RSVP: bpart@nutter.com

 

April

Monday, April 30, 2018

3:00 p.m. to 4:30 p.m.

Visionary Gifts

Beth Kramer, Harvard Graduate School of Design

Michael Voligny, Harvard Chan School of Public Health

location: The United Way, 51 Sleeper Street, Boston

How do you know if you have a donor who could make that visionary gift for your institution?  Once the conversation begins to unfold and progress, how do you prepare your organization for what this new reality will be?  And, then, what’s the new donor relations order?  It is a new reality.  Join Beth Kramer, Associate Dean at Harvard Graduate School of Design, and Michael Voligny, Vice Dean of Development Strategy and Special Projects at the Harvard Chan School of Public Health, for an honest conversation about what a visionary gift means for your institution.  

 

Beth Kramer joined the External Relations team at the Harvard Graduate School of Design (GSD) in February 2011 and became the Associate Dean for Development and Alumni Relations in September 2012.  She is responsible for leading the GSD’s capital campaign and building a new philanthropic model for the School.  Prior to the GSD, Beth served as Assistant Dean for Development at the Harvard Kennedy School and oversaw the School’s Major Gifts team.  Before traveling across the river to Harvard University, Beth was engaged in major gift leadership roles at Northeastern University, Brandeis University, Hebrew College and New England Conservatory of Music.  Each of these institutions were at critical strategic growth stages in their development programs and these opportunities provided ripe environments to test new ideas, foster innovation and nurture and  mentor many talented early career professionals.  Beth is a former board member of Women In Development and the Needham Education Foundation.  A native of Youngstown, Ohio, she received her BA in Public Administration and Political Science from Ohio Northern University and pursued additional studies in the Administration Management program at Harvard Extension School.  Beth and her family reside in Needham, Massachusetts.

 

Michael Voligny is vice dean for development strategy and special projects at the Harvard T. H. Chan School of Public Health.  Before assuming this position, he served as vice dean for the Office of External Relations, associate vice dean for advancement and director for international giving at the School, focused on building relationships both domestically and internationally and helped to advance the mission of School.  At Harvard since 1989, Mr. Voligny worked for the University Development Office where he was assistant director of East Asia operations and at the Graduate School of Design where he oversaw fundraising activities.  Mr. Voligny is a graduate of Washington University (St. Louis, Missouri) where he earned his bachelor’s degree in architecture and archaeology, and his master’s degree in architectural history.

 

Other Events

Beyond the Boston area, we would also encourage you to check out the Conference on Philanthropy 2018, hosted by the International Association of Advisors in Philanthropy, which is taking place from Monday, April 30, to Wednesday, May 2, in Nashville, Tennessee. Registration and additional information can be found at: http://www.advisorsinphilanthropy.org/events/EventDetails.aspx?id=1071303&group=.

RSVP: bpart@nutter.com

 

 

MARCH

 

Takeaways from the Tax Cuts and Jobs Act
Monday, March 12, 2018
3:00 pm to 4:30 pm

Nutter McClennen & Fish LLP
155 Seaport Boulevard
Boston MA 02110

Add to Calendar

On December 20, 2017, Congress passed the most extensive package of reforms to the United States income tax system since the overhaul of the tax code in 1986.  The breadth and magnitude of the final version of the tax reform bill, generally referred to as the Tax Cuts and Jobs Act, will impact almost all taxpayers (whether individuals, businesses, trusts or estates).  The law contains significant new provisions, some of which represent major changes to the current U.S. tax system, such as the international tax provisions, the new deduction for pass-through income, and the 21% corporate rate.  Although tax rates generally have decreased, taxpayers may lose the benefits of certain deductions and credits that are being eliminated or materially limited.  It is essential that taxpayers – and their advisors – account for these changes in their immediate and long-term tax planning (which is further complicated by the fact that many of the changes will automatically expire at the end of 2025).

In this session, Elizabeth Norman and Andrew M. Golden, both attorneys at Nutter McClennen & Fish LLP, will discuss the income and wealth transfer tax changes introduced by the Tax Cuts and Jobs Act and how to incorporate these reforms into current and future tax planning.

Elizabeth M. Norman, a partner in Nutter’s Tax Department, advises private investment funds and public and private companies on a broad range of tax issues involved in mergers, acquisitions and restructurings.  Clients frequently turn to Elizabeth for counsel on real estate taxation issues, including the tax-efficient structuring of real property investments, and she represents lenders and borrowers in a variety of financing transactions.  Clients rely on Elizabeth’s extensive experience in domestic and international corporate restructurings and U.S. and cross-border tax issues.  Specializing in strategic guidance for tax-exempt and non-U.S. investors, she represents private equity funds and investors in fund formations and secondary sales of fund interests.  Elizabeth is also an active member of the Boston Bar Association. She serves as director and vice president of governance for the Massachusetts National Organization for Women and previously served as a director of the Boys & Girls Club of Middlesex County.

Andrew M. Golden is an associate in Nutter's Private Client Department. Andrew’s practice ranges from relatively straightforward estate planning for young families to more sophisticated plans, with a focus on minimizing estate, gift and generation-skipping transfer taxes. Andrew advises personal representatives and trustees in the areas of estate and trust administration, including the preparation of estate tax returns. He also assists private foundations with grantmaking and compliance issues.

 

RSVP: bpart@nutter.com

 

APRIL

 

Monday, April 30, 2018


3:00 to 4:30 PM
 

United Way of Massachusetts Bay and Merrimack Valley

51 Sleeper Street

Boston, MA 02210

 

How do you know if you have a donor who could make that visionary gift for your institution?  Once the conversation begins to unfold and progress, how do you prepare your organization for what this new reality will be?  And, then, what’s the new donor relations order?  It is a new reality.  Join Beth Kramer, Associate Dean at Harvard Graduate School of Design, and Michael Voligny, Vice Dean of Development Strategy and Special Projects at the Harvard Chan School of Public Health, for an honest conversation about what a visionary gift means for your institution.  

 

Beth Kramer joined the External Relations team at the Harvard Graduate School of Design (GSD) in February 2011 and became the Associate Dean for Development and Alumni Relations in September 2012.  She is responsible for leading the GSD’s capital campaign and building a new philanthropic model for the School.  Prior to the GSD, Beth served as Assistant Dean for Development at the Harvard Kennedy School and oversaw the School’s Major Gifts team.  Before traveling across the river to Harvard University, Beth was engaged in major gift leadership roles at Northeastern University, Brandeis University, Hebrew College and New England Conservatory of Music.  Each of these institutions were at critical strategic growth stages in their development programs and these opportunities provided ripe environments to test new ideas, foster innovation and nurture and  mentor many talented early career professionals.  Beth is a former board member of Women In Development and the Needham Education Foundation.  A native of Youngstown, Ohio, she received her BA in Public Administration and Political Science from Ohio Northern University and pursued additional studies in the Administration Management program at Harvard Extension School.  Beth and her family reside in Needham, Massachusetts.

 

Michael Voligny is vice dean for development strategy and special projects at the Harvard T. H. Chan School of Public Health.  Before assuming this position, he served as vice dean for the Office of External Relations, associate vice dean for advancement and director for international giving at the School, focused on building relationships both domestically and internationally and helped to advance the mission of School.  At Harvard since 1989, Mr. Voligny worked for the University Development Office where he was assistant director of East Asia operations and at the Graduate School of Design where he oversaw fundraising activities.  Mr. Voligny is a graduate of Washington University (St. Louis, Missouri) where he earned his bachelor’s degree in architecture and archaeology, and his master’s degree in architectural history.

 

RSVP: bpart@nutter.com

 

Past Programs

FEBRUARY

 

 

Monday, February 5, 2018

3:00 pm - 4:30 pm

 

George McCully, founder and CEO, Catalogue for Philanthropy

 

A Possible New Paradigm for 21st Century Philanthropy: Transformation of the Governing Model?

 

Nutter, McClennen & Fish, LLP

155 Seaport Boulevard, Boston

be sure to rsvp, building management requires pre-registration

 

Everyone in philanthropy knows that changes are accelerating all around us, powered by computers and the Internet.  Few, however, have connected the dots to discern any coherent structural and strategic pattern.

 

George McCully is one of our senior members - founder and CEO of the Catalogue for Philanthropy, Trustee of Boston's Ellis L. Phillips Foundation, co-founder and Trustee of the Community Foundation for MetroWest.  Professional philanthropy is however his second career; his training was in Renaissance history, which he taught for nearly 20 years.

 

In 1998 George published two articles in Foundation News asking whether philanthropy was entering a classic "paradigm shift" - i.e., a complete transformation of the 20th-century governing model of our field - its economics, demographics of wealth, vocabulary, conceptualization, rhetoric, infrastructure, and modes of operation.

 

Developments since then have confirmed his analysis, which he summarized in his 2008 book, Philanthropy Reconsidered, and has since described in numberous papers and articles as it has unfolded.  To adapt the Catalogue to emerging innovations, he has also created various practical internet-based instruments for its mission of "donor education, to increase charitable giving."    In 2011 the Catalogue launched an innovative prototype donor education system, the "Philanthropic Directory", which in 2016 was awarded the first U. S. patent for the field of philanthropy.

 

George has studied possible strategic directions our field might be taking, and he now believes the outlines of a New Paradigm are discernible, which will affect how all of us operate.  His BPART talk will describe the current paradigm-shift, comparing the Old Paradigm of the 20th century with the emerging New Paradigm for this century, including what he considers possibly the outcomes of this historic transformation.

 

RSVP: bpart@nutter.com

2017 - 2018 BPART PROGRAMS

Dominique Callimanpulos

Voluntourism: Opportunities and Challenges for Philanthropic Travel

Monday, October 16, 2017

3:00 - 4:30

US Trust 100 Federal Street, 10 floor, Boston

 

October

Monday, October 16

Voluntourism: Opportunities and Challenges for Philanthropic Travel

US Trust/BOA

100 Federal St., 10th fl Boston

 

Dominique Callimanopulos will be speaking to BPART about the opportunities and challenges of voluntourism, a surging trend in today’s travel marketplace.

 

Dominique is the Founder and CEO of the Boston-based Elevate Destinations, a philanthropic travel company directed towards social and environmental good. With a background in Anthropology (Wesleyan BA) and a Masters in Psychology (M.Ed), Dominique worked with many international non-profits prior to founding Elevate Destinations in 2005.

 

Elevate Destinations is a leader in pioneering donor travel for A-list non-profit organizations as well as private trips for families and individuals seeking to engage with community and conservation initiatives abroad. Last year, Elevate Destinations received the Gold World Responsible Tourism Award for its innovative Buy A Trip, Give A Trip program, which sponsors local trips for youth to get to see the same sites enjoyed by tourists.

 

Dominique is also an advisor to The Ocean Foundation and a Board member of Asilia Giving, which funds community and conservation projects in East Africa.  She travels broadly, but considers Kenya a second home.

 

RSVP: bpart@nutter.com

November

BPART is pleased to present our upcoming November program in partnership with the Social Innovation Forum.

 

Monday, November 6, 2017

3:00 pm to 4:30 pm

 

The Social Innovation Forum

1 Congress Street, Suite 113

Boston, MA 02114

 

Helping Clients Climb the “Philanthropic Curve”

 

Why are some givers content doing good work, while others make life more challenging by remaining restless in their pursuit of better? In this session, we'll explore initial findings in qualitative research behind the gap between these two types of givers. This research, driven by Patrica Annino and Gerry Donnellan, is built around the “Philanthropic Curve” identified by The Philanthropic Initiative. The purpose of this effort is to help advisors to wealth families identify traits, attributes or practices that might help them nudge their clients into a more vigorous scramble up the steep slope of “the curve”.

 

Jim Coutre works with family offices and families on the issues that matter most at the end of the day. His work is rooted in his time as Partner at The Philanthropic Initiative, which helps ultra-high net worth families develop a focus and strategy for their values-and-interests-based giving. In addition to his philanthropic advising work, Jim led TPI’s efforts to research and advance the interactions between professional advisors and their clients around philanthropy. Jim currently serves as faculty for the Family Firm Institute's certificate programs, teaching their advanced class in philanthropy.

 

Directions to the Social Innovation Forum (SIF)

 

When you arrive, please check in with security and take an elevator to the 11th floor. Walk straight and SIF is located in the office on the left labeled Next Mile Project.

Public Transit Directions:
Orange and Green Line: Get off at the Haymarket Square Station. The entrance to the building is on the corner of Congress and New Chardon.

Blue Line: Get off at Bowdoin Station, and walk down New Chardon St. to the entrance on the corner of New Chardon and Congress. Alternatively, at the Government Center Station switch to the Green Line heading towards Lechmere Station. Get off at the Haymarket Square Station. The entrance to the building is on the corner of Congress and New Chardon.

Red Line: Get off at the Park Street Station and take the Green Line heading towards Lechmere Station. Get off at the Haymarket Square Station. The entrance to the building is on the corner of Congress and New Chardon.

Parking Directions:
SIF’s new office at One Congress Street is on the top floor of the Government Center Garage. If you are using navigation, the entrances to the garage are located at 50 Sudbury Street, Boston MA 02115 and on New Chardon Street. If you are driving, we recommend the Spot Hero App which usually finds the best price for parking near our office. The Government Center Garage usually has a substantial discount using Spot Hero. 

Alternatively, if you are planning on stopping by the Boston Public Market while you are in the neighborhood, the Boston Public Market parking lot offers validated parking with purchase from a vendor for $1 per hour for three hours. Our offices are located diagonally from the market.

RSVP: bpart@nutter.com

 

Recent Programs

 

September

 

Monday, September 25

3:00 - 4:30 pm

at Nutter, McClennen & Fish

155 Seaport Blvd., 5th floor, Boston

 

The New Donor Engagement Reality:

Shifting Strategies in Today’s Social Impact Culture

 

Ann-Marie Harrington will lead a discussion on the changing behaviors and expectations of donors in the new work-life-community paradigm. She will describe research behind the emergence of today's social impact culture and what it means for online donor engagement and donor satisfaction. Ann-Marie will dig into the drivers for creating authentic social engagement in a marketplace where everything has changed about how messages resonate with donors. She will also touch on demographic trends in online giving with a focus on the growing popularity of donor-advised funds, and well as the extreme demands on philanthropy professionals for relevant content to reach their audiences.

 

Ann-Marie Harrington is a partner in Embolden. Founded in 1998, Embolden has built a track record as a leading digital communications and marketing firm specializing in high-growth sectors, such as financial services, philanthropy, and health care. Embolden's client base has included more than 100 community foundations. Ann-Marie also serves as executive vice presidents for DFX Social Impact at Indianapolis-based RenPSG, which offers technology-enabled business services and supports nearly $17 billion in assets.

 

Ann-Marie has served on a variety of boards and is currently on the Board of the Rhode Island Foundation. She earned both a degree in business administration from Bryant University and a Master of Social Work degree from Rhode Island College.

 

2016 - 2017 BPART Programs

June

Be Part of BPART Annual Networking Gathering

 

May

Monday, May 15, 2017

3:00 pm to 4:30 pm

 

Nutter McClennen & Fish LLP

155 Seaport Blvd., 5th floor

Boston MA 02110

 

Harvard’s Social Enterprise Initiative – Making a Difference

 

Matt Segneri serves as the Director of the Social Enterprise Initiative (SEI) at Harvard Business School, whose mission is to educate, support, and inspire leaders across all sectors to solve society’s toughest challenges and make a difference in the world. Matt will lead a discussion about the importance of tri-sector athletes and cross-sector collaboration. He will also highlight how programming at SEI connects MBAs to the public and social sectors, spotlight new and interesting gifts to organizations like Bloomberg Harvard City Leadership Initiative and the Knight-Hennessy Scholars, and address other important trends and areas for opportunity.

 

Prior to joining HBS, Matt served as a senior leader on the Government Innovation team at Bloomberg Philanthropies, where he led initiatives to promote public sector innovation and spread ideas among cities. He co-led the inaugural Mayors Challenge, a $9 million prize competition to inspire American cities to develop bold solutions to common challenges. He also developed and oversaw initiatives on cross-sector collaboration, evidence-based government, and innovation teams in governments around the world. Previously, Matt served as a senior advisor to Boston Mayor Thomas M. Menino. He joined the Mayor’s Office as an HBS Leadership Fellow and focused on innovation and entrepreneurship, service and civic engagement, and safety and security. He also worked in the Special Advisor Program at the Federal Bureau of Investigation and led projects at Monitor Group for clients across the private, public, and social sectors.

 

 

April

Monday, April 24th  3:00 - 4:30 pm

Location: Bank of America 225 Franklin Street, 5th floor, Boston

bring photo id for entry into the building

 

A Discussion of the 2016 U. S. Trust Study of High Net Worth Philanthropy

 

Join David Ratcliffe and your BPART colleagues for a discussion of the recently published U.S. Trust Study of High Net Worth Philanthropy.  The study examines giving and volunteering trends, behaviors, attitudes and priorities among wealthy American households. Since 2006, this study has been written and researched in partnership with the Indiana University Lilly Family School of Philanthropy. This research series is the most comprehensive and longest running of its kind, and an important barometer for wealthy donors’ charitable engagement and perspectives. The latest study once again offers valuable insights that help inform the strategies of nonprofit professionals, wealthy donors and charitable advisors alike.

 

David Ratcliffe, Managing Director and National Philanthropic Solutions Sales Executive

The Philanthropic Solutions group within U.S. Trust delivers experience and comprehensive services to help clients build and sustain their philanthropic missions and goals. David oversees a team of philanthropic specialists who deliver experience in nonprofit endowment management, including Outsourced Chief Investment Officer (OCIO), planned giving administration and management, individual private client philanthropic strategies and grants management.

 

David earned his BA degree from Wake Forest University. He holds the Certified Trust and Financial Advisor (American Banking Association) and Chartered Advisor in Philanthropy® (American College) designations. His post-graduate work includes the Wharton School of Business and Harvard Business School. In addition, he received his Trust Certification from the Florida Trust School, University of South Florida.

 

February

Monday, February 13th  3:00 - 4:30 pm

Location: Nutter, 155 Seaport Blvd, 5th floor, Boston

 

The New Donor Engagement Reality: Botton Line Priorities for the Online Experience

 

Ann-Marie Harrington, Executive Vice President of Client Advancement, RenPSG

 

Ann-Marie Harrington will lead a discussion on the changing behaviors and expectations of donors in the new digital paradigm. She will define online donor engagement and donor satisfaction and then dig into the motivations and drivers for each. She will also touch upon demographic trends in online giving with a focus on the growing popularity of donor advised funds.

 

Ann-Marie is an entrepreneur, executive and national speaker on philanthropy, technology and marketing. She was the founder of Embolden, a leading digital communications and marketing firm specializing in the philanthropic sector. After Embolden’s acquisition to Crown Philanthropic Solutions she served as their Executive Vice President. She currently is an Executive Vice President of Client Advancement at RenPSG.  Ann-Marie has over 20 years’ experience working with foundations and businesses, and she lends her expertise in new and emerging technologies and practices for the philanthropic sector. Ann-Marie has served on a variety of boards and is currently on the Board of the Rhode Island Foundation. She earned both a degree in business administration from Bryant University and a Master of Social Work degree from Rhode Island College.

 

RSVP: bpart@nutter.com

March

The Innovation Economy: A Panel Discussion

Monday, March 20, 2017

3:00pm - 4:30pm

The Boston Foundation, 75 Arlington Street, 10th Floor, Boston, MA 02116

 

Join us to learn about the intersection of the innovation economy and giving back. Come hear from three different perspectives around this timely and important topic. Tali Golan, Head of the TripAdvisor Foundation, will share the company’s model for engaging employees, setting strategy, and cross-sector partnership. She will also share how the organization’s foundation work got started, and at what stage of development. C.A. Webb, Founding Partner of _UnderscoreVC and former Executive Director of New England Venture Capital Association, will share her perspective on the venture capital community’s philanthropic and community engagement activities and opportunities. C.A. also serves on the Boston Foundation’s Innovation Economy Leadership Council. Finally, Sarah Kearney, Executive Director of PRIME Coalition, will share an impact investing approach and perspective on engaging diverse constituents in the emerging field, including those in the innovation economy. The panel will be moderated by Tim Smith, Director of Innovation Partnerships and Pledge 1% at The Boston Foundation. Snacks and coffee and tea will be provided.

 

Moderator:

Tim Smith, Director of Innovation Partnerships and Pledge 1% at The Boston Foundation

In his role at The Boston Foundation, Tim engages and advises innovation economy stakeholders on numerous philanthropic and foundation initiatives. Tim is focused on helping to spread the movement of corporate social responsibility and working with companies to build and execute community engagement programs in the region. Prior to joining The Boston Foundation, Tim was CEO of Full Circle Fund, an affiliate of Social Venture Partners in San Francisco.  Tim serves on the board of Social Venture Partners in Boston and is active on Boston Private Bank’s Advisory Board and GreenLight Fund’s Selection Advisory Board.

 

Panelists:

Tali Golan, Head of the TripAdvisor Charitable Foundation

From her first international flight at the age of one, Tali’s fate was to become a world traveler, connecting people and communities. Since then, she has worked her way around the globe from Laos, to Germany, to Peru, to Spain, and has lived and worked in Atlanta, San Francisco, Philadelphia, Washington D.C., Israel, North Carolina, Bangkok and Boston, immersing herself in local and international cultures. Given her wanderlust, Tali considers it fate to be leading the TripAdvisor Charitable Foundation, the corporate philanthropic arm of the world’s largest travel site. She oversees TripAdvisor’s global philanthropic strategies and programs as well as employee volunteer initiatives throughout the company’s offices. Prior to landing in the professional travel world, she spent a number of years at Boston’s Cause Consulting, where she helped corporate clients craft social responsibility strategies, forge public and private partnerships, and develop employee volunteer and engagement programs. Tali began her career in the nonprofit and private foundation worlds, developing and promoting meaningful and empowering programs for young adults around community building, volunteerism, social activism, cross-cultural awareness and leadership development. Tali earned an M.B.A. from Duke University’s Fuqua School of Business and a B.A. in International Relations from Stanford University. 


C.A. Webb, Founding Partner of _UnderscoreVC

C.A. Webb is Co-Founder and Partner at _Underscore.VC, an early stage venture capital firm. She has spent her career building ground-up products, programs and brands at emerging companies including Fast Company, Whole Foods Market, and Care.com. She's best known for her work reinventing the New England Venture Capital Association to make it a powerful force in shaping the region's startup community and broader innovation agenda.

C.A. serves on the boards of the Alliance for Business Leadership, Mass Robotics, New England Venture Capital Association, Room to Grow and Resilient Coders. In 2015, C.A. was recognized as an "Innovation All Star" by the Boston Business Journal and in 2016 was named one of the 30 most disruptive people in Boston tech by Boston Magazine.

 

Sarah W. Kearney, Founder and Executive Director of PRIME Coalition

PRIME Coalition is a public charity that empowers philanthropists to place charitable capital into the market-based solutions to climate change. Before PRIME, Sarah served as Executive Director and Trustee of the Chesonis Family Foundation, a grantmaking organization that supports energy research, development and deployment. Based on her work, Sarah has been inducted into the Raven Society at the University of Virginia, and awarded the 2012 MIT Ronald Heller Entrepreneurship Award, 2014 Caltech Resonate Award, 2014 Echoing Green Fellowship, the MIT Technology Review’s 2014 35 Innovators Under 35, and the 2015 Forbes 30 Under 30.

Sarah holds a B.S. in Commerce from the University of Virginia and an M.S. in Technology and Policy from MIT’s Engineering Systems Division. She volunteers for the Big Sister Association of Boston and serves on the Leadership Council for Cyclotron Road, a California-based nonprofit partnering with Lawrence Berkeley National Lab to promote outstanding scientists in pursuit of energy hardware solutions. In 2015, she co-founded the Aligned Intermediary, a public benefit corporation that serves long-term investors – sovereign funds, pension funds, endowments, and insurance companies – to deploy capital directly into large-scale climate infrastructure projects.

 

For those of you who are new to this list, BPART is a study group comprised of a variety of professionals and philanthropists from both the for-profit and non-profit sectors in Boston. For over five years, BPART has delivered valuable content to advisors, charities, and philanthropists, along with an opportunity to network with others who have a shared interest in philanthropy. BPART is an informal, member driven organization and there is no cost or obligation to participate. The BPART study group usually meets on the second Monday of the month from 3:00 PM to 4:30 PM.

RSVP: bpart@nutter.com

                    

 

January

 

Monday, January 9th  3:00 - 4:30 pm

 

Associated Grant Makers 133 Federal Street Suite 802 Boston

 

Understanding Donor Motivations in an Ever-Changing Philanthropic Landscape

 

Kevin Bolduc, VP Assessment and Advisory Services at Center for Effective Philanthropy

 

As we know, giving is personal and offering philanthropic advice to donors is tailored. Giving through a community foundation may be the right fit for many donors, but understanding which donors is not always easy. Community foundations can play a powerful role in working alongside other advisors in helping a donor achieve their goals, so a professional advisor’s knowledge of various chartable vehicles, such as community foundations, is often a key component of creating satisfied donors – and helping donors create impact through their giving.

Kevin will discuss what their research suggests about community foundation donors’ motivations, satisfaction, and likelihood of future giving.  Specific learning objectives include:

  • Understand what drives philanthropic donor satisfaction at community foundations
  • Gather a strong understanding of donor motivations.
  • Gain insights from CEP’s Donor Perception Report (DPR) in relation to professional advisors
  • Learn how you can engage community foundations in creating a larger pool of engaged and satisfied donors year over year.

 

2016

 

November

Annual Luncheon

B Corporations: A CEO Panel

Mike Brady, CEO of Greyston Bakery

Eric Hudson, CEO of Preserve

Matthew Patsky, CEO of Trillium Asset Management

moderated by Deborah Leipziger, Senior Fellow in Social Innovation at the Lewis Institute at Babson College

 

October

Gateway Cities

Ben Forman, MassINC

 

September

BPART Season Kick-Off Event

Keeping it in the Family Foundation: Developing Strategies for Sustaining Multigenerational Family Philanthropy

Jamie Forbes, Founder, Forbes Lagacy Advisors

David Vaughn - Partner, North Bridge Advisory Group

 

June

Be a part of BPART Happy Hour

 

May

Donor Advised Funds and Private Foundations

John Przybylski, JD, LLM, CFP®, AEP®, CIMA®, Director of Financial Planning, Pathstone Federal Street

Ryan Boland, Vice President - Complex Assets Group, Fidelity Charitable

Katherine Holbrook Biotti, Senior Managing Director, Foundation Source

Kate Guedj, Vice President and Chief Philanthropy Officer, The Boston Foundation

April

More than money: How to deploy all your capital for social impact

Christen Graham, President, Giving Strong, Inc.

 

March

Mission Statements for High Impact Philanthropy

Christine Kendall, Founding Partner, SmarterGive

 

February

Generational Profiles and Personalities in Philanthropy

Danielle Oristian York is the Director at 21/64.

 

2015

 

December

BPART's 8th Annual Luncheon: Sustainable Food Markets and Agriculture

Elizabeth Morningstar, CEO of the Boston Public Market

Christine James, Director of Programs, John Merck Fund

Jon Olino, co-founder of b.good.

 

November

Understanding Your Fiduciary Risks and Responsibilities
Stephen Campisi, Director of Institutional Thought Leadership at U.S. Trust.

 
October

Income and Estate Tax Planning for Year End
Jonathan R. Fishburn, Nutter McClennen & Fish LLP

 

September

Paul Shoemaker, Founding President of Social Venture Partners International

 

June

Annual BPART Networking Event

 

May

Raised Healthy, Wealthy & Wise

Covie Edwards-Pitt, Ballentine Partner

 

April

Philanthropy is Being Transformed—What Donors and Philanthropic Advisors

Should Know
George McCully, Trustee of the Ellis L. Phillips Foundation

 

March 

US Trust Study of High Net Worth Philanthropy

Donald J. Greene, National Philanthropic Strategy & Product Executive

 

December

BPART’s Annual Luncheon  

Impact Investing: Opportunities for Philanthropy Through Investments

Moderator

Jennifer Murtie, President of Federal Street Advisors

Panelists

Peter Coffin, Founder and President of Breckinridge Capital Advisors

Timothy Smith, Director of ESG Shareowner Engagement at Walden Asset Management

Arrun Kapoor, Managing Director at SJF Ventures

 

November

 

The Trustees of Reservations, Barbara Erickson 

 

 

October

Year End Estate and Income Tax Planning

Jeffery Roberts, Partner, Nutter, McClennen & Fish, LLP 

 

Monday, June 23, 2014

“Be a part of BPART/Networking”

 

 

May

A Paradigm Shift in Philanthropic Giving: The Davlin Philanthropic Fund and its creation of Sustainable Giving

Bill Davlin of the Davlin Philanthropic Fund 

 

April

Fundamentals of Charitable Board Service 

Karley Ausiello, Vice President of Volunteer Engagement for United Way of Massachusetts Bay and Merrimack Valley

 

March
Women and Philanthropy: In Boston and Beyond

 

February

Inequality Matters: The Growing Wealth Gap and What It Means for our Economy, Health, Democracy and Culture

Chuck Collins is a writer, policy researcher, storyteller 

  

December

Passing the Torch: Next Generation Philanthropy 

Moderator
• John Przybylski, Director of Financial Planning at Federal Street Advisors, Inc.

Panelists
• Abby Raphel, Executive Director of The Redwoods Initiative
• Rebecca Riccio, Founding Program Director of Northeastern Students4Giving
• Jennifer Ubaldino, Youth in Philanthropy Advisor at Foundation for MetroWest

 

November

Root Cause’s Social Innovation Forum

Carolyn Shaughnessy and Susan Musinsky 

 

October

New Data on Charitable Giving, Philanthropy's Paradigm-Shift, and the Significance of Philanthropic Advising  

George McCully, CEO, Catalogue for Philanthropy and Author of Philanthropy Reconsidered (2008) 

 

September

Choosing and Preparing your Grantmaking Successors

Mary Phillips and Amy Shorey, GMA Foundations 

 

June

Be a Part of BPART/ Networking

 

May

Making Charitable Gifts of Complex Assest

Ryan Boland, Vice President of Complex Assets, Fidelity Charitable Corp. Ryan Boland, VP of the Complex Asset Group at Fidelity® Charitable

 

April
Family and Wealth Sustainability: Integrating Family Virtues with Wealth Planning for a Lasting Leagacy

Thomas C. Rogerson, Wilmington Trust 

 

March

How Do You Change Your Foundation's Focus?

Andrew Kendall, Executive Director, Henry P. Kendall Foundation  

 

2012 Programs

 

December
Building the Capacity to Grow: How Philanthropy Can Help Nonprofits Get Big Results
Marjorie Ringrose and Sandy Lipson of Social Venture Partners 


 November 
Increasing Client/Donor Receptivity from The Right Side of the Table

Todd Fithian, Managing Partner, The Legacy Companies

 

October

Beyond Grants:  Using Program Related Investments to Make an Impact


September

Deepening Trust in Client Relationships

Gerry Donnellan

Monday June 19

 

"Be a part of BPART" Happy Hour

 

5:00 p.m. to 7:00 p.m.

Papagayo

283 Summer Street

Boston 02210

 

Join BPART colleagues for a fun and informal evening of networking at Papagayo Mexican Kitchen and Tequila Bar.  After another year of successful programs, we look forward to taking some time to get to know each other better!  Hors d'oeuvres will be provided by Pathstone Federal Street and Nutter, and there will be a cash bar.  Please note the later 5:00 p.m. start time.

 

To RSVP, please email bpart@nutter.com.  We look forward to seeing you soon!

 

Upcoming Events

 

Monday, September 24

3:00 - 4:30 pm

Aged Healthy, Wealthy and Wise

Location: US Trust, Bank of America Private Wealth Management, 100 Federal Street, Boston

 

RSVP: bpart@nutter.com

 

 

Tuesday, October 16 12:00 1:30 pm

Managing for Social Impact: Understanding Best Practices for Philanthropic Support

location: Nutter 155 Seaport Blvd., Boston

 

RSVP: bpart@nutter.com

 

 

 

 

 

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