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
Ben Forman, MassINC
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
Monday, June 20, 2016
5:00pm - 7:00pm
Papagayo, 283 Summer Street, Boston, MA 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 McClennen & Fish LLP, and there will be a cash bar.
Monday, May 16, 2016
Donor Advised Funds and Private Foundations
A Panel Discussion on Donor Advised Funds and Private Foundations
Fidelity Investments, 245 Summer Street, Boston
Our May event will be a panel discussion addressing Donor Advised Funds and Private Foundations.
Some of the points we'll cover:
John Przybylski, JD, LLM, CFP®, AEP®, CIMA®, Director of Financial Planning, Pathstone Federal Street
An independent, employee and family-owned advisory firm, Pathstone Federal Street offers multigenerational families and nonprofit organizations strategic family office services and customized investment advice. Pathstone Federal Street was created in 2016 when Pathstone Family Office (est. 2010) and Federal Street Advisors (est. 1991) combined. The new wealth advisory firm, founded on a strong mutual heritage of multigenerational stewardship and independent advice, provides broad perspective, deep services and a robust organization to both high-net-worth and institutional clients.
Ryan Boland, Vice President - Complex Assets Group, Fidelity Charitable
Fidelity Charitable is an independent public charity that has helped donors support more than 200,000 nonprofit organizations with over $22 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. For more information about Fidelity Charitable, visit fidelitycharitable.org.
Katherine Holbrook Biotti, Senior Managing Director, Foundation Source
Foundation Source is the nation's largest provider of comprehensive support services for private foundations. The company's administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution, including the creation of new foundations. Our clients supply the vision; we provide everything else. Now in our second decade, Foundation Source provides its services to more than 1,200 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut, with offices in Boston, Chicago, Los Angeles, New York City, Philadelphia, San Francisco, Seattle, and South Florida.
Kate Guedj, Vice President and Chief Philanthropy Officer, The Boston Foundation
The Boston Foundation, Greater Boston's community foundation, is one of the largest community foundations in the nation, with net assets of some $1 billion. In 2015, the Foundation and its donors paid more than $135 million in grants to nonprofit organizations and received gifts of close to $123 million. In celebration of its Centennial in 2015, the Boston Foundation launched the Campaign for Boston to strengthen the Permanent Fund for Boston, its endowment fund focused on addressing the most pressing needs of Greater Boston. The Foundation is proud to be a partner in philanthropy, with more than 1,000 separate charitable funds established by donors either for the general benefit of the community or for special purposes. The Boston Foundation also serves as a major civic leader, think tank and advocacy organization, commissioning research into the most critical issues of our time and helping to shape public policy designed to advance opportunity for everyone in Greater Boston. The Philanthropic Initiative (TPI), an operating unit of the Foundation, designs and implements customized philanthropic strategies for families, foundations and corporations both here and around the globe.
Monday, April 25, 2016
More than money: How to deploy all your capital for social impact
Christen Graham, President, Giving Strong, Inc.
Nutter, McClennen & Fish, LLP Boston, MA
More than money: How to deploy all your capital for social impact
The typical thinking in philanthropy is that the shortest path to making a positive impact is through grant making – the bigger the check the better the result. Yet success requires more than money. Once a mission is determined how can philanthropists draw up a blueprint to use all their capital to achieve it? In addition to grants, foundations should look at their Investment Policy Statements – does it complement mission? Or is the endowment invested in holdings that may actually undermine reaching mission? Consider political capital – will policy changes at a municipal, state or federal level get to mission? A foundation’s reputational capital is valuable too – thought leadership can make your organization a leader in a movement for change. And remember human capital – it may be coalition building and employee volunteerism can support mission.
Christen Graham is president of Giving Strong, Inc., a social impact consulting firm. She works with foundations, companies, funders and non-profits to recognize the impact they have in the community and then do more. From strategy to grant making to influence, she creates custom programs for clients. Christen has more than two decades of experience working in social impact work. She’s been a strategic advisor to socially responsible businesses, philanthropic advisor to family offices and foundations, corporate communications counsel and a journalist. Christen grew up in New Jersey and started heading north when she attended Tufts University, eventually making her way to Portland, Maine where she lives and works.
More information about BPART and our past programs are available at www.bpartma.org. If you would like to be listed as a member on the BPART website, please send a 2-3 sentence description of your professional services and background to firstname.lastname@example.org.
Monday, March 21, 2016
Kendall, Founding Partner, SmarterGive
Mission Statements for High Impact Philanthropy
No matter the extent of any donor's resources, societal needs
are just too great, and no one funder can address all social issues. The more focused and targeted a donor is able to be, the more likely the donor will be able to fulfill their goals and achieve
greater societal impact with their philanthropy. Even the Bill and Melinda Gates Foundation, the largest foundation in the world, has a thoughtful mission statement and targeted strategies to solve
specific social problems. Crafting a mission statement is often the first step in bringing deliberate and thoughtful focus to philanthropy. Despite the importance of creating a philanthropic mission
statement, it can be a difficult process for advisors to guide and donors to participate.
This discussion-based session aims to leverage the collective knowledge of BPART advisors through discussion and address the challenges of creating a powerful and meaningful philanthropic mission statement. Christine Kendall will guide the discussion and provide research and background information on mission statements and strategic philanthropy. The conversation will aim to define a mission statement, why it is important, how to create one, and the challenges people often face when trying to craft one. The discussion will then focus on how a mission statement guides a broader philanthropic strategy and how this ultimately leads to more impactful philanthropy.
Generational Profiles and Personalities in Philanthropy
There are five generations above the age of 21 in the American philanthropic landscape today. Each generation has its own lens through which it sees the world and for those advising these HNW individuals and families, understanding these clients in a multigenerational context is effective to deepen the impact of your work and build relationships across the generations.
During this interactive session, participants will work to unpack the perspectives of different generations in order to build understanding and connection as well as to be effective in supporting collective decision-making around shared philanthropic resources. To enrich the participant’s knowledge, Danielle will share research about the events and conditions that inform each generation to stimulate a discussion about how these ideas translate into the questions advisors can employ to deepen their philanthropic conversations.
Danielle Oristian York is the Director at 21/64. She consults with multi-generational families, the next generation and their advisors on multigenerational engagement, financial literacy, and empowering the next generation.
In addition to consulting, Danielle speaks nationally on these topics, convenes members of the next generation at the #NextGenDonors Retreat held annually in New York City, and leads trainings on 21/64's approach. Danielle is passionate about presenting these complex ideas in an accessible format for audiences, utilizing 21/64 tools designed to evoke an awareness of self and build the capacity for change in individuals and systems.
Before 21/64, Danielle held positions at Pitcairn, a family office, and UBS. Serving multi-generational families, her multi-faceted roles included developing and delivering customized financial education, facilitation of family meetings and personalized coaching and mentorship.
Danielle earned a Bachelor's degree in Communication from James Madison University and completed the postgraduate program at The Bowen Center for the Study of the Family at Georgetown. She is also a member of the Collaboration for Family Flourishing.
To RSVP for our February gathering, please email email@example.com. We are looking forward to seeing you and thank the Boston Foundation for hosting!
Monday, December 7, 2015
BPART's 8th Annual Luncheon:
Sustainable Food Markets and Agriculture
Location: Nutter McClennen & Fish LLP, 155 Seaport Boulevard, 5th Floor, Boston, MA
Time: 12:00 PM to 1:30 PM
BPART's annual luncheon is the highlight of BPART's programming year. This year's luncheon will focus on food sustainability and will feature a fantastic panel of speakers, including Elizabeth Morningstar, CEO of the Boston Public Market, Christine James, Director of Programs for the John Merck Fund, and Jon Olino, co-founder of b.good. More details to come!
Monday, November 16, 2015
Understanding Your Fiduciary Risks and Responsibilities
Location: U.S. Trust, 100 Federal Street, 2nd Floor, the America Room, Boston, MA
Time: 3:00 to 4:30 PM
Stephen Campisi, Director of Institutional Thought Leadership at U.S. Trust, will speak about fiduciary risk in the context of endowment management and trustee responsibility.
Monday, October 26, 2015
Income and Estate Tax Planning for Year End
Location: Nutter McClennen & Fish LLP, 155 Seaport Boulevard, 5th Floor, Boston, MA
Time: 3:00 to 4:30 PM
As year-end approaches, Jonathan R. Fishburn, an attorney in the Trust and Estates department at Nutter McClennen & Fish LLP, will discuss year-end income tax and estate tax planning considerations for individuals.
Jonathan R. Fishburn's practice includes sophisticated estate planning and all aspects of estate and trust administration, with a focus on minimizing estate, gift and generation-skipping transfer taxes. Jonathan advises fiduciaries, trustees and family members in a wide variety of probate matters, including the preparation of federal and state estate tax returns; administration of revocable and irrevocable trusts; and appointment of guardians and conservators of incapacitated persons. Jonathan has worked as a lobbyist for the Association of American Medical Colleges (AAMC), representing the nation's medical schools and teaching hospitals in front of Congress on issues such as medical research and higher education policy.
Monday, September 21, 2015
Paul Shoemarker, Founding Presidnet, Social Venture Partners International
“Can’t Not Do: The Compelling Social Drive that Changes Our World”
Paul Shoemaker will kick off the BPART 2015-2016 season on Monday, September 21. He will speak about his new book, “Can’t Not Do: The Compelling Social Drive that Changes Our World” (http://www.amazon.com/Cant-Not-Do-Compelling-Changes/dp/1119131596) and the takeaways from the book that will assist philanthropists and their advisors.
Paul Shoemaker is the Founding President of Social Venture Partners International—a global network of thousands of social innovators, entrepreneurs, philanthropists, and business and community leaders that fund and support social change agents in nearly 40 cities and 8 countries.
With insights from 17 years of this unique vantage point, he is the Northwest’s leading expert on activating social change agents and a global thought leader on how individuals can be the most effective philanthropists.
In 2011 and 2012, Shoemaker was named one of the “Top 50 Most Influential People in the Nonprofit Sector” by The NonProfit Times, and in 2013, was named “Philanthropist of the Year” by Future in Review.
Annual BPART Networking Event
Papagayo, 283 Summer Street, Boston
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 Federal Street Advisors and Nutter McClennen & Fish LLP, and there will be a cash bar.
Location: The Boston Foundation, 75 Arlington Street, Boston
Where are the success stories of children who were raised with wealth and went to on lead productive, motivated, and independent lives? What can wealthy parents learn from these success stories?
Seeking to answer these questions, Coventry Edwards-Pitt spent the last year interviewing successful inheritors and collecting the key lessons from their experiences into a new book, Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way. In this session, Covie will share several of the inheritors' stories from the book, told in their words, and summarize what the interviews revealed about what works - and what doesn't - in raising children amid wealth.
Coventry Edwards-Pitt is the Chief Wealth Advisory Officer of Ballentine Partners, LLC, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. Covie leads the firm's wealth advising practice and several of the firm's large family client engagements. She began her career at Goldman Sachs after graduating from Harvard University. Covie has been recognized as one of the "Top 50 Women in Wealth Management" (Wealth Manager/AdvisorOne.com 2008-2011) and one of the "20 Rising Stars of Wealth Management" (Institutional Investor News 2008).
Ms. Edwards-Pitt serves on the Professional Advisor Committee of the Boston Foundation and on the board of Emmanuel Music. She lives in the Boston area with her husband and daughter. Visit the author at firstname.lastname@example.org.
For details on how any surveys referenced above were constructed, please refer to the detailed disclosures on the Press & Updates page of www.ballentinepartners.com. The surveys do not imply anything about a particular client's experience or investment results with Ballentine Partners.
Monday, April 13, 2015
Everyone in philanthropy knows by now that changes and innovations are all around us. Few understand that what is happening is a particular kind of historical change—a paradigm-shift—which has a clearly intelligible character and direction. Paradigm-shifts are serious business—they have winners and losers, and are destructive as well as innovative. George McCully will help us understand what is going on, how we can more successfully navigate the transformation, what are some foreseeable outlines of the New Paradigm, and how the Catalogue for Philanthropy is working to help build it.
Trained in Renaissance history, which he taught for 20 years, George McCully drifted into professional philanthropy as a grant-maker, then fundraiser, CEO, trustee and finally consultant to charities, foundations, corporations, families, and individuals. In 1997, he created the Massachusetts Catalogue for Philanthropy and the national "Generosity Index" to increase charitable giving through donor education. That collaborative project led a sudden doubling of Massachusetts giving, from $2 billion to $4 billion, in only four years, 1997-2000. His book, Philanthropy Reconsidered (2008), defined "philanthropy" by reference to its etymology and history, identified its leading role in the American Revolution and Constitution, and offered a strategic overview of its current transformation.
George is CEO of the Catalogue, a trustee of the Ellis L. Phillips Foundation, a Director of the Davlin Philanthropic Mutual Fund and trustee of its affiliated corporate foundation, and a member of the Editorial Board of Conversations on Philanthropy. A frequent speaker and author of many papers and articles (including the Wikipedia article on "Philanthropy", showing nearly 5 million hits), George is developing a series of programs on philanthropy for Dover/Sherborn cable television, the first four of which can be seen on YouTube.
Monday, March 9, 2015
US Trust Study of High Net Worth Philanthropy
Donald J. Greene, National Philanthropic Strategy & Product Executive
Location: U. S. Trust, Bank of America, Boston
Donald Greene will discuss the results and implications of the 2014 U. S. Trust/Bank of America Study of High Net Worth Philanthropy. The study, conducted in partnership with the Lilly Family School of Philanthropy at Indiana University, examines the giving patterns, priorities, attitudes, and issues driving charitable activities among America's wealthy households.
Donald J. Greene brings more than 20 years of philanthropic and nonprofit management experience to the Bank's philanthropic team. Mr. Greene's experience includes work with public charities as well as independent, corporate, community and family foundations. His experience also includes conducting grantmaking for several public charities as well as directing grantmaking for Massachusetts' regional association of grantmakers. A social entrepreneur, Mr. Greene has directed the start-up of several successful not for profit and for profit enterprises in the fields of community development, healthcare, and education. He currently serves on a variety of public charity boards and serves as president of the Clipper Ship Foundation.
Monday, December 8, 2014
BPART’s Annual Luncheon
Impact Investing: Opportunities for Philanthropy Through Investments
“Impact investing” is a popular phrase that has been floating around the philanthropic, financial, and legal sectors for several years. This term, along with concepts like “sustainable investing,” “ESG investing,” and “socially responsible investing,” to name just a few, are all used to describe investing in way that aligns one’s values, mission, and social priorities. But these terms are deceptively complex. Variations in types of investments – fixed income, public equity, private equity, and venture capital – and even in types of investors – individuals, foundations, private wealth managers, commercial banks, pension fund managers, and community development groups – are vast. “Impact investing” can also have different meanings for advisors, investors, philanthropists, and foundations.
According to the US SIF Foundation’s 2012 Report on Sustainable and Responsible Investing Trends in the United States, as of year-end 2011, more than one out of every nine dollars under professional management in the United States – $3.74 trillion or more – was invested according to sustainable and responsible investing strategies. As this field continues to grow, it is useful for advisors to revisit the types and scope of these kinds of investments, their financial and technical aspects, and their philanthropic impact.
BPART is pleased to offer an interactive panel that will take impact investing “back to basics.” Panelists will provide a technical overview of the fundamental forms of impact investing, ranging from municipal and corporate bonds, public equity activism, to private ventures. This program will not only review how impact investing has developed, but how it continues to evolve and its potential for future social and environmental progress.
More about our moderator and panelists:
Jennifer Murtie: As President of Federal Street Advisors, Jen has leadership responsibility for corporate matters, business practices, financial performance, strategic planning and marketing, and business development. In her first ten years at Federal Street, she served as Office Administrator, Business Manager, Director of Foundation Services, Director of Client Services and then as COO. Jen was recently named a "Rising Star" in the wealth management and family office industry by Private Asset Management magazine. Prior to joining Federal Street, Jen spent six years working at The Moriah Fund in Washington DC. She worked with the single family office and served as the foundation's Administrative Director, where she oversaw the day-to-day operations of the organization.
Passionate about philanthropy, she serves on the Advisory Council of The Haiti Fund, the Investment Committee of the Fair Food Fund - Northeast, and the Massachusetts Advisory Board of The Trust for Public Land. She is a member of the Boston Estate Planning Council, and served two years on the Professional Advisors Network for The Boston Foundation. In the fall of 2007, Jen took a six week paid sabbatical from Federal Street Advisors to consult on a clean water project in Ghana. She was also the winner in the 2007 Silverman Business Plan Competition with her business proposal to create an ecotourism consulting company focused on sustainable economic development in Africa. Jen received her BA in sociology and international relations from Houghton College and obtained her MBA from the Simmons School of Management. Jen was born and raised in Kenya and now lives in Winchester, MA with her husband and son.
Peter Coffin: Peter is the founder and President of Boston-based Breckinridge Capital Advisors, Inc., which manages over $18 billion in fixed income portfolios. Prior to founding Breckinridge, Peter was a Senior Vice President with Massachusetts Financial Services (“MFS”), where he managed municipal bond portfolios totaling over $2 billion and supervised the management of another $3 billion in both investment-grade and high-yield municipal bond strategies. Peter also served on MFS’s Fixed Income Policy Committee.
Peter has previously worked in the Bond and Money Market Group at Connecticut National Bank and the Bond Investment Division of Aetna Life & Casualty. He serves on the Board of US SIF, has been a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum, and served a term on the Municipal Securities Rule Making Board. Peter received a B.A. with honors in Classical Studies from Hamilton College in 1982.
Timothy Smith: Tim joined Walden Asset Management, a division of Boston Trust & Investment Management Company, in 2000, and leads Walden’s ongoing Shareholder Engagement program to promote greater corporate leadership on environmental, social and governance issues. Among the areas Walden focuses on are sustainability reporting, political spending and lobbying, board diversity, executive compensation and governance, supply chain standards, water use, and human rights.
In 2007, 2012 and 2013, Tim was named as one of the “Top 100 Most Influential People in Business Ethics” by Ethisphere Institute. In 2008, he was elected as a board member of the General Board of Pension and Health Benefits of the United Methodist Church. He received the Bavaria Award for Impact at the third annual Joan Bavaria Awards for Building Sustainability into the Capital Markets in 2010. In 2011 and 2012, he was named one of the most influential people in corporate governance by the National Association of Corporate Directors.
Previously, Tim served as executive director of the Interfaith Center on Corporate Responsibility, as chair of The Forum for Sustainable and Responsible Investment (“US SIF”) and the Advisory Council for the Calvert Group’s social investment funds, and as a board member of Domini Social Equity Fund, World Neighbors, and the Calvert New Africa Fund. He currently serves as chair of US SIF’s Public Policy Committee and the Kimberly-Clark Sustainability Advisory Board, and he is on the board of The Thirty Percent Coalition and Shared Interest. He has a B.A. from the University of Toronto and a Master’s of divinity degree from Union Theological Seminary.
Arrun Kapoor: Arrun is the Managing Director for SJF Ventures’ New York City office and a Ventures Advisor to the SJF Institute. He leads the NYC CleanLinks program and is an Advisory Board Member of NYC ACRE: NYU-Poly and the New Jersey Meadowlands Commission Green Business Accelerator. He is on the Board of Think Through Learning and FieldView Solutions and a Board Observer to ServiceChannel and Truist.
Arrun was most recently with Bain & Company in London and Delhi where he launched the firm’s internal green practice initiatives. He worked with Bain’s private equity consulting practice and gained experience in a range of cleantech-related industries. Prior to Bain, he was a founding member and Manager with a successful consulting start-up in New York and London. He holds a Master’s in International Political Economics from the London School of Economics and completed a B.A. from New York University with an economics and business focus.
Monday, November 10, 2014
Exemplar Consulting Group
4 Faneuil Hall Marketplace, 3rd floor, Suite 4005
Boston, MA 02109
The Trustees of Reservations, the nation’s first statewide land trust and one of Massachusetts’ largest conservation and preservation nonprofits, has helped numerous families facing challenges in planning for their multi-generational properties. Barbara Erickson, President and CEO of The Trustees, will share her experiences and discuss how to work within clients’ complicated relationships and structures to facilitate a story and create a special place that lasts in perpetuity.
Barbara Erickson joined The Trustees of Reservations in July 2012 as the fourth president in The Trustees’ 123-year history. A passionate conservationist and preservationist, Barbara has worked to expand The Trustees’ impact in Massachusetts, using the organization’s 112 scenic, natural and cultural properties as a platform to engage new members, visitors, and supporters. These efforts have resulted in the highest visitor and membership growth in the organization’s history.
Before joining The Trustees, Barbara worked nationally and internationally, most recently as a senior executive of Save the Children, one of the top five nonprofits in the world. Before that, she served as Chief Development Officer of Boston-based Earthwatch Institute, where she was the primary strategic advisor to the CEO, and as Vice President of Business Development at Bank of America and its predecessor, FleetBoston Financial. Barbara has also been involved with many nonprofits, including the Boys & Girls Clubs, American Cancer Society, Massachusetts Eye and Ear Infirmary, Conference Board’s Corporate Citizenship Council, and the Brookings Institution Corporate Volunteerism Initiative.
Monday, October 13, 2014
Year End Estate and Income Tax Planning
Jeffery A. Roberts, Partner, Nutter, McClennen & Fish, LLP
Location: Nutter, McClennen & Fish, LLP, Seaport West, 155 Seaport Boulevard, 5th Floor, Boston, MA 02210
As year-end approaches, Jeffrey W. Roberts, a partner in the Trust and Estates department at Nutter McClennen & Fish LLP, will discuss year-end income tax and estate tax planning considerations for individuals.
Jeffrey W. Roberts’ broad-based practice consists of estate planning for high net worth individuals; acting as counsel to executors, trustees and conservators; advising on tax planning and charitable giving; and negotiating prenuptial agreements. He has represented clients in a wide variety of matters in the Massachusetts probate court, including reformation of trusts, complaints for instruction, declaratory judgments and will contests, and serves as a trustee of numerous private trusts. Jeff is a member of the Boston Bar Association and the Boston Estate Planning Council. He also is a contributing author of the Massachusetts Probate Manual (MCLE 2012).
Monday, June 23, 2014
“Be a part of BPART/Networking”
Marliave in Downtown Crossing, 10 Bosworth Street, Boston, MA 02108
4:30 p.m. to 6:30 p.m.
Join BPART colleagues for a fun and informal evening of networking downtown at Marliave, one of Boston’s most historic restaurants. 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 Federal Street Advisors and there will be a cash bar. Please note the later 4:30 p.m. start time.
Monday, May 19, 2014
3:00 - 4:30 p.m.
Join Bill Davlin of the Davlin Philanthropic Fund
“A Paradigm Shift in Philanthropic Giving: The Davlin Philanthropic Fund and its creation of ‘Sustainable Giving’”
Associated Grant Makers, 133 Federal Street, Suite 802, Boston, MA 02110
Charitable giving in the United States has been stuck at 1.6 of annual taxable income for roughly 50 years. To grow “giving”, new ways of giving and fundraising need to be created, and the donor base needs to be broadened. In 2008, Bill Davlin created the Davlin Philanthropic Fund to pursue both purposes. Bill believes that "investors should not have to choose between saving for their futures, or giving to philanthropy. With the Davlin Fund, “The more you save for yourself, the more you give to your charities.” Bill will talk us through how he created this innovative product, how it has evolved over the last five years in a challenging economy, and where he plans to take it in the future.
Bill Davlin earned a BS in Mechanical Engineering from Lafayette College (1988), and an MBA in Finance from Fordham University (1994). After early employment with The Equitable Financial Companies, he moved in 1992 to the Royce Funds family of small cap value mutual funds as a financial analyst, and later managed a sub-portfolio for the firm. In 1996, he was recruited to Burst Media Corporation, an Internet startup, as CFO, where he helped grow the company and carry it through a successful IPO on the London AIM exchange in 2006. In 2007, he decided to pursue his professional dream of combining his love of stock picking with his interests in philanthropy. The Davlin Philanthropic Fund was launched in June of 2008 with a unique idea—to allocate one-third of each year's management fees, and 100% of the Adviser's profits, to charities designated by its investors
Monday, April 28, 2014
Fundamentals of Charitable Board Service
3 :00-4:30 p.m.
Location: Nutter, McClennen & Fish, LLP, World Trade Center West, 155 Seaport Boulevard, 5th floor, Boston
Are you interested in serving on the board of a nonprofit organization? Karley Ausiello, Vice President of Volunteer Engagement for United Way of Massachusetts Bay and Merrimack Valley, will be speaking about the fundamentals of charitable board service, including identifying board positions and the skills and obligations involved in board membership.
Monday, March 17, 2014
“Women and Philanthropy: In Boston and Beyond”
Location: Root Cause, 11 Avenue de Lafayette, Boston, MA 02111
March marks the beginning of Women’s History Month. In that spirit, our next roundtable will highlight women as philanthropic leaders and donors in Boston and nationwide. Ellen Remmer, a Senior Partner at The Philanthropic Initiative, is excited to share her research regarding women in philanthropy, as well her work with the Women's Philanthropy Institute and her family foundation, the Remmer Family Foundation, which concentrates its resources on funding programs for disadvantaged pre-adolescent and adolescent girls.
Christine Swistro will then bring the discussion back to Boston as she speaks to the evolution and grant-making efforts of Womenade Boston, a women's giving circle dedicated to philanthropic efforts to raise awareness and funds for programs that positively impact the lives of women and teen girls in the Boston area. Womenade Boston is part of a growing national movement focused on collective giving as a means to increase impact in the community. Since its founding, Womenade Boston has made grants totaling $227,000 to organizations serving women and girls, including My Life My Choice, GRLZ Radio, Science Club for Girls, Web of Benefit, Girls’ LEAP and Found inTranslation.
Ellen Remmer is a recognized leader in the field of strategic philanthropy. She has been
with The Philanthropic Initiative since 1993 and served as President and CEOof TPI from 2007 to 2012. Ellen has developed many of TPI’s philanthropy promotion initiatives and signature donor learning programs. She speaks internationally on the subjects of strategic giving, family philanthropy, growing philanthropy and women as donors. Among the many publications Ellen has authored are: What’s a Donor to Do? The State of Donor Resources in America Today; Philanthropy for the Wise Donor-Investor: A Primer for Families on Strategic Giving; Raising Children with Philanthropic Values; Making a Difference: Evaluating Your Philanthropy; and Passion: Discovering the Meaning in Your Philanthropy. Ellen has been featured in publications ranging from the Wall Street Journal and Forbes to Chronicle of Philanthropy and Town & Country. Ellen currently serves as a board member of her family's foundation, which supports girls’ empowerment programs and environmental sustainability. She serves on the Board of Visitors of Indiana University’s School on Philanthropy, where she was long-time chair of the Advisory Council for the Women’s Philanthropy Institute and is a member of the Oxfam Leadership Council. Ellen completed a Bachelors of Arts from Wesleyan University and an MBA from the Tuck School of Business at Dartmouth College.
Christine Swistro is a management consultant and executive coach who has built her practice working with clients in the for-profit and social sectors to design and implement change. Chris is committed to investing in the community,consulting for Root Cause's Social Innovation Forum, and is a board member of several other Boston-area organizations including Clipper Ship Foundation,Cantata Singers, and Chelsea REACH, a drop-out prevention program for middle school students in Chelsea, MA. Chris holds a Bachelors degree in Public Policy and American Institutions from Brown University, and a Masters degree in Public Administration from the John F. Kennedy School of Government at Harvard University.
As a follow-up to this roundtable, we also invite you to check out the #WomenLeading Philanthropy Symposium, scheduled for April 2nd and 3rd in Chicago, IL, organized by the Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. For more information, please visit: http://www.philanthropy.iupui.edu/symposium2014/
Monday, February 10, 2014
3:00 - 4:30
Location: US Trust, Bank of America, 100 Federal Street, Long Lane Room, 2nd floor, Boston
Inequality Matters: The Growing Wealth Gap and What It Means for our Economy, Health, Democracy and Culture
Wealth for the Common Good:
We are living in a period of extreme wealth inequality, with the concentration of wealth at its greatest point since the
Gilded Age a century ago. How does wealth inequality undermine the quality of life and the health of the economy for everyone, including the wealthy? What is the role of philanthropy, social
investment and estate taxation in building a more healthy and equitable society?
Chuck Collins is a writer, policy researcher, storyteller and organizer best known for his efforts to bridge the stuck national debate about wealth inequality and taxes.
He is the great grandson of the meatpacker Oscar Mayer and was born into the 1 percent. He has devoted his life to bridging the economic divide, including a campaign to enlist over 3,000 multi-millionaires and billionaires –including Bill Gates and Warren Buffett - to preserve the federal estate tax. He is co-author, with Bill Gates Sr., of Wealth and Our Commonwealth: Why American Should Tax Accumulated Fortunes.
Collins is co-founder of Wealth for the Common Good and the Patriotic Millionaires, two networks of high net worth individuals and business leaders concerned about tax fairness. He is a senior scholar at the Institute for Policy Studies where he directs the Program on Inequality and the Common Good (www.inequality.org). He is co-author with Mary Wright of The Moral Measure of the Economy (Orbis 2008), about Christian ethics and economic life. His most recent book is 99 to 1: How Wealth Inequality is Wrecking the World and What We Can Do About It (www.99to1book.org).
Friday, December 6, 2013
Location:Nutter, McClennen & Fish, LLP, 155 Seaport Boulevard, Boston
Annual Luncheon and Panel Discussion Passing the Torch: Next Generation Philanthropy
Recent studies have shown that Baby Boomers (ages 49 to 67) are responsible for 43% of all charitable giving in the United States, donating an estimated $61.9 billion per year. Individuals between the ages of 18 and 32 currently account for 11% of all giving. But the children and grandchildren of Baby Boomers stand to inherit over $40 trillion over the next forty years. Given this immense amount of inherited wealth, notwithstanding the financial resources they will generate in their lifetimes, young people represent the future of philanthropy. In fact, the next generation of donors will “wield more philanthropic power than any previous generation.”
Young philanthropists are ready to make an impact now. But how have rapid technological and social changes influenced their values and approaches to philanthropy? What is the most effective means of educating and involving them in charitable causes? This interactive panel will explore how families, advisors and community foundations are engaging young adults, college and high school students, and even younger children in philanthropic pursuits, whether through educational programs, volunteering, fundraising, or grantmaking. The panel will also discuss how these individuals differ (or take after) their predecessors and what this means for charities and donors alike. The next generation of philanthropists is growing up fast – how can we empower and inspire them?
Blackbaud, The Next Generation of American Giving, https://www.blackbaud.com/nonprofit-resources/generational-giving-report-infographic. 21/64 & Johnson Center for Philanthropy, NextGenDonors, http://www.nextgendonors.org.
More about our moderator and panelists:
John Przybylski: John is
the Director of Financial Planning at Federal Street Advisors, a firm that offers investment consulting advice and family office services to foundations and wealthy individuals and families. In this
role, he works with clients and their outside advisors to address tax, estate planning, insurance, budgeting, and other financial issues.
Abby has a BA from Jacksonville University in Communications and is completing her Thesis at NYU’s Gallatin in Education and Psychology. She is certified as an MBTI and Values Mentors Facilitator and has taught with dozens of youth organizations focused on personal empowerment and leadership development. Abby serves on the Leadership Advisory Board of The Girls Scouts of Greater New York and is a young patron of The Rubin Museum of Art.
Rebecca Riccio: Rebecca is the founding Program Director of Northeastern
Rebecca is also a member of the Learning by Giving Foundation’s academic advisory committee and an adjunct lecturer in philanthropy and social justice at the Sillerman Center for the Advancement of Philanthropy in the Heller School for Social Policy and Management at Brandeis University. She holds a BA from Wesleyan University and an MA from the University of Michigan.
Jennifer Ubaldino: Jennifer manages the Youth in Philanthropy program and nonprofit educational programs at the Foundation for MetroWest, the community foundation serving the cities and towns in the MetroWest region. Since 2005, Jennifer has designed and delivered curriculum to high school students in the MetroWest area about community needs and effective charitable giving. Youth in Philanthropy has impacted over 650 youth in grantmaking, nonprofit education and leadership skills. Jennifer’s nonprofit professional background includes positions with the Newton Public Schools, Boston University’s Community Service Center and the Winsor School in Boston. Jennifer has a BA from Hamilton College, and Master’s degrees in both social work and education from Boston University.
Monday, November 18, 2013
3:00 - 4:30
Location: Oxfam America, 226 Causeway Street, 5th floor, Boston
Root Cause’s Social Innovation Forum
Carolyn Shaughnessy and Susan Musinsky of Root Cause. Carolyn Shaughnessy and Susan Musinsky will introduce BPART members to Root Cause’s Social Innovation Forum, a 10-year old program of Root Cause.
The Social Innovation Forum has created a social impact market in Greater Boston that fosters innovation and enables donors to direct their resources to up-and-coming organizations. The Social Innovation Forum annually selects a cohort of five nonprofit organizations, as well as a cohort of social impact businesses, who have promising approaches to solving social problems. The Social innovation Forum provides these Social Innovators and Impact Entrepreneurs with twelve months of intensive support, including consulting, executive coaching, presentation advising, relationship building and performance management support, as well as additional in-kind services. Innovators and Entrepreneurs are given a unique opportunity to gain visibility, expand their networks, and build capacity. Each groups presents at an annual Showcase that is modeled on a venture capital forum and allows the Innovators and Entrepreneurs to pitch their organizations to audiences of funders – including business leaders, foundations, government officials, and philanthropists. The search and selection process for each year’s Social Innovation Forum lasts almost six months and brings a range of stakeholders to the table, including Root Cause staff, track partners, and an evaluation committee made up of more than seventy funders and social issue experts. Root Cause is a research and consulting firm dedicated to mobilizing the nonprofit, public, and business sectors for social impact. Carolyn Shaughnessy, Senior Manager, Social Impact Investment Community: As Senior Manager, Carolyn designs and implements strategy for the growth and development of the Social Impact Investment Community. This includes enhancing engagements with Social Innovators, creating new education and engagement opportunities, sourcing new people from the community at large, and cultivating investments to support the ongoing work of the Social Innovation Forum and Root Cause. Carolyn is currently a board member for the Camellia Network, an organization that utilizes social networking to connect youth “aging out” of foster care with a community of resources, opportunities. Carolyn is also a founder of A Step Up, a group that encourages women and their families to become involved with innovative non-profits having an impact in their local community. Carolyn has an Ed.M. from the Boston University, School of Education and B.A. in Psychology from Boston College. Susan Musinsky, Director, Social Innovation Forum: With a wealth of experience in the nonprofit sector, Susan joined Root Cause in 2005 as the director of the Social Innovation Forum. In this role, she works with Investors (individuals and foundations) and Social Innovators to help effectively implement the future of strategic philanthropy in Greater Boston and beyond. Currently, she is working on leads to replicate the SIF model in other parts of the country. Among previous experiences, Susan was executive director of the National Conference for Community and Justice's (NCCJ) Boston office, which grew threefold under her leadership. She has participated on many local boards, including serving as past chair of Congregation Beth El's Tzedkah Hevra group, and as a founding member of the Watertown Community Foundation's Board of Directors. Susan holds an Ed. M. from Harvard University, and a BS from the University of Vermont.
Monday, October 28, 2013
3:00 - 4:30
Location: Nutter, McClennen & Fish, LLP 155 Seaport Blvd., 5th floor, Boston
New Data on Charitable Giving, Philanthropy's Paradigm-Shift, and the Significance of Philanthropic Advising
Presentation by George McCully, CEO, Catalogue for Philanthropy and Author of Philanthropy Reconsidered (2008)
Trained in Renaissance history which he taught for 20 years, George drifted into professional philanthropy as a grant-maker, then fundraiser, CEO, trustee and finally consultant to charities, foundations, corporations, families, and individuals. In 1997 he created the Massachusetts Catalogue for Philanthropy and the national "Generosity Index", to increase charitable giving through donor education; that collaborative project led a sudden doubling of Massachusetts giving, from $2 billion to $4 billion, in only four years, 1997-2000. His book, Philanthropy Reconsidered (2008), defined "philanthropy" by reference to its etymology and history, identified its leading role in the American Revolution and Constitution, and offered a strategic overview of its current transformation. He is CEO of the Catalogue, a trustee of the Ellis L. Phillips Foundation, a Director of the Davlin Philanthropic Mutual Fund and trustee of its affiliated corporate foundation, and a member of the Editorial Board of Conversations on Philanthropy, in the current issue of which he has contributed an article and a book review. A frequent speaker and author of many papers and articles (including the Wikipedia article on "Philanthropy"—nearly 5 million hits), George is developing a series of programs on philanthropy for Dover/Sherborn cable television, the first four of which can be seen on YouTube.
Monday, September 9, 2013
3:00 - 4:30
Location: GMA Foundations, 77 Summer Street, 9th floor, Boston
Choosing and Preparing your Grantmaking Successors
Mary Phillips and Amy Shorey, GMA Foundations Professional advisors are familiar with some of the joys, opportunities and frustrations experienced by philanthropic families as they transfer
wealth, responsibility and values from one generation to the next. In this interactive session, Mary Phillips and Amy Shorey will guide BPART members in considering the particular challenges and best
practices for succession in family foundation governance.Through a case study and small group discussion, participants will learn about generational succession that honors a donor’s legacy and
reflects the family’s values. The experience of one family will serve as a framework for discussing:
• Governance structure
• Board member selection
• Next generation engagement
• Collective mission and grantmaking goals
Please register in advance, as space is limited.
Mary Phillips is a founding director and President of GMA Foundations where she has been working with family foundations for over thirty years. Mary leads the firm’s consulting services and specializes in program design and assessment, planning for transitions, governance structure, trustee orientation, retreat planning and facilitation, foundation start-up services, and foundation management. A cum laude graduate of Emerson College with a Master’s of Science in Leadership and Organizational Change from Regis College, Mary is active in the nonprofit community and has presented, facilitated and written for local and national philanthropic associations including the Council on Foundations, the Association of Small Foundations and the National Center for Family Philanthropy.
Amy Segal Shorey is a principal at GMA Foundations. Her grantmaking expertise includes women's and girls' programs, health, human services, and civic engagement. Amy brings years of foundation and private sector experience to her consulting practice in foundation strategy, guidelines, governance and succession. A graduate of Yale College and recipient of a MBA from the Harvard Business School, Amy has served on local and national non-profit boards, including RESOLVE, The Home for Little Wanderers, and Women & Philanthropy. She has been co-chair of Greater Boston Funders for Women & Girls and the Program Committee for Associated Grant Makers.
GMA Foundations works with foundations and individual donors to establish and achieve their philanthropic goals using a range of customized services, from strategic consulting and impact analysis to grantmaking, administration, bookkeeping and organizational support.
Monday, June 10, 2013
Be a Part of BPART/ NetworkingJ
Join BPART colleagues for an afternoon of guided networking. After a year of successful programs, we look forward to taking some time to get to know each other better.
Monday, May 13, 2013
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, one of the nation’s largest public charities, will demonstrate how to leverage a client’s highly appreciated non-publicly traded assets to fund their philanthropic mission. Ryan will detail through case studies
Mr. Boland is responsible for reviewing complex asset contributions for acceptance by Fidelity CharitableSM, developing detailed policies and procedures for complex asset donations; and providing training and education about the Complex Asset Group’s unique service offering. He brings deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Mr. Boland works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Prior to joining Fidelity Charitable, Mr. Boland was a partner at the law firm of Taylor, Ganson & Perrin, LLP in Boston. His practice focused on estate and trust planning, estate administration and real estate. Mr. Boland also taught Wills, Estates & Trusts as an adjunct lecturer at New England Law Boston (formerly known as the New England School of Law). Earlier in his career, he served as an appellate court attorney for the New York Supreme Court, Appellate Division, Third Judicial Department. Mr. Boland received his bachelor of science degree in business administration from Providence College and his juris doctorate, cum laude, from the New England School of Law. He is admitted to practice law in the Commonwealth of Massachusetts and the State of New York.
Monday, April 8, 2013
Family and Wealth Sustainability: Integrating Family Virtues with Wealth Planning for a Lasting Leagacy
Thomas C. Rogerson, Wilmington Trust This presentation will cover the concepts of family capital (human, intellectual, social) and how successful families use their financial capital to enhance their non-financial assets. Specific topics will include:
Thomas C. Rogerson is a Senior Managing Director and Family Wealth Strategist at Wilmington Trust. As a recognized leader and pioneer in family governance, Tom introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. Tom joined Wilmington Trust in 2011 with more than three decades of experience in the wealth management industry. For over a decade, Tom has provided guidance and education to help prepare families as wealth is transitioned from generation to generation. He most recently served as managing director of family wealth services for BNY Mellon wealth management. Previously, he was national director of estate tax planning with State Street Global Advisors in Boston, assisting clients with estate planning and family governance. Earlier in his career, Tom served as director of financial and estate tax planning with Coopers and Lybrand and was national director of estate tax planning for Kidder, Peabody & Co. He holds a bachelor’s in Economics from Ithaca College.
Tuesday, March 12, 2013
How Do You Change Your Foundation's Focus?
Andrew Kendall, Executive Director, Henry P. Kendall Foundation
In 2009, the Henry P. Kendall Foundation seized what its Executive Director, Andrew Kendall, calls a “unique confluence” of program staff transition and family leadership change to revisit its performance and make plans for the future. In 2011, at the end of a more than two year process, the Kendall Foundation unveiled an aggressive strategy focused on creating a sustainable and resilient food system in New England.“We realized that we had an opportunity to go deep in an area of real importance to our region – and that grant making was but one element in a suite of tools we can deploy in an effort to bring about change” said Kendall when asked about the transition. The Boston Philanthropic Round Table (BPART) and the Associated Grant Makers are pleased to host Andrew Kendall, Executive Director of the Henry P Kendall Foundation as the featured presenter for BPART’s March 12th monthly roundtable. Join advisors and funders for an informative and interactive discussion on the process one family undertook to ensure their foundation was practicing impactful, informed philanthropy- and why, at the end of that process, they elected to focus their grant making on food sustainability. Kendall will cover issues including the role of collaboration and risk taking in philanthropy as well as answer questions about the mechanics of their transition from a multi-focus environmental funder to a single issue catalyst for change in the area of food sustainability.
December 10, 2012
Building the Capacity to Grow: How Philanthropy Can Help Nonprofits Get Big Results
Marjorie Ringrose and Sandy Lipson of Social Venture Partners Boston
November 19, 2012
Increasing Client/Donor Receptivity from The Right Side of the Table
Todd Fithian, Managing Partner, The Legacy Companies
October 24, 2012
Annual BPART Luncheon
Beyond Grants: Using Program Related Investments to Make an Impact
September 24, 2012
Deepening Trust in Client Relationships
Gerry Donnellan, Big Leap
June 11, 2012
Be a part of BPART/ Networking
May 14, 2012
Family Philanthropy Decision-making Across Generations
Jason Born, Senior Program Director
The Next Generation Philanthropists: New Faces, New Approaches
March 12, 2012
Women in Philanthropy
Sara Hall, President of New Philanthropy Advisors
February, 13, 2012
TPI and the Boston Foundation Merger
Ellen Remmer, the President and C.E.O of The Philanthropic Institute
November 2, 2011
Annual BPART Luncheon
Effective International Giving: Research, Strategy & Passion
October 17, 2011
Year End Tax Planning
Jeffery Roberts, Partner, Nutter, McClennen & Fish, LLP
September 12, 2011
Michelle Demers, Vice President, Access Marketing and Strategic Partnerships, Foundation Source
June 13, 2011
The Boston Foundation and its Role in the Philanthropic Community
Jenna Smith Gomes, Director of Development
The Boston Foundation
April 25, 2011
Associated Grant Makers and the Philanthropic Advisory Community
Jeff Poulos, Executive Director,
March 21, 2011
A Strikeout and a Home Run - The Tale of the Charitable Legacies of Babe Ruth and Ty Cobb
Mary C. Moran, Esq., Milton, MA
February 17, 2011
Using Philanthropy to Develop Next Generation Leaders
Louise Sawyer, Esq.
January 10, 2011
Sustainable and Responsible Investing: Meeting Philanthropic Goals through the Double Bottom Line
Matt Patsky, CFA Chief Executive Officer,
Trillium Asset Management Corporation
December 13, 2010
BPART Holiday Gathering
October 28, 2010
Finding the Right Fit:
What Significant Donors and Public Charities Need and Want From Each Other
Philip Cutter, Chairman, The Goldhirsh Foundation
Charles Glassenberg, Director, Gift Planning & Investment Partnerships, Combined Jewish Philanthropies of Greater Boston
Scott Nichols, Vice President for Development and Alumni Relations, Boston University
September 13, 2010
A Taxonomy of Philanthropy
George McCully, President, Catalogue for Philanthropy
Tuesday, May 18, 2010
L3C's – Bridging the Gap: The For Profit With a Non-Profit Soul
June 8, 2009
Philanthropic Strategies Using Life Insurance
Richard Blaser, J.D., CLU, ChFC, The Hartford
May 11th, 2009
Resolving Conflict in the Non-Profit World: Mediation and Other Interventions
Jack Wofford, Esq.
April 1, 2009
Values Measurement & Monitoring for Families
Karen Frykholm, Family Firm Consulting
October 2, 2008
Non-binding, Personal Legacy Documents in Estate and Philanthropic Planning
Susan Turnbull, Personal Legacy Advisors
Julia Satti Cosentino, Partner, Nutter McClennen & Fish, LLP
Keith Whitaker, Ph.D, Managing Director, Family Dynamics Calibre, Wachovia Wealth Management
June 9, 2008
One Funder's Story
Christopher and Anne Ellinger, Founders and Directors,
Contact us at BPARTMA.org or BPART@nutter.com