July 2016
Quick Links
How TBF Works with Advisors

Laura Godine and the Philanthropy Group team are always available  
to help advisors meet
their clients' charitable giving needs.
 
Donor Advised Funds
can be established with gifts of $10,000 or more
in cash, securities, complex assets, real estate and partnership or
LLC interests. 
 
Gifts to DAFs are generally tax-deductible and no yearly distribution is required. The Foundation charges a small annual fee for administration and management.

Join Our Mailing List



Like us on Facebook Follow us on Twitter View our videos on YouTube View our photos on flickr

Need More Information?

Please contact 
Laura Godine, Senior Director of Professional Advisor Relations.  
Conversation Starters:
Perspectives on the Year to Come
 

Colleen MacLeod
Sheila Lawrence 
Elliot Rotstein
As the 2017 fiscal year kicked off at the Boston Foundation, we were excited to speak with new holders of leadership positions about the year ahead. Despite their different professional perspectives and the turbulent times we're in, certain themes emerged and we can look forward to a year of collaboration and engagement. New leaders from the advisor community include Colleen MacLeod, Sheila Lawrence and Elliot Rotstein; within the Boston Foundation, Tim Smith and Leslie Pine have new roles on the philanthropy front. 
 
Thank You & Welcome

Our sincere thanks to the following professional advisors for their valuable contribution to our PAC:
We welcome the following
new PAC members in
fiscal year 2017:
Laura K. Barooshian, DiCicco, Gulman & Company, LLP
Hillary Burr, Wolf & Company, P.C.
Debbie Bing, Center for Applied Research
Cameron Casey, Ropes & Gray LLP

Jennifer S. Ewing, Ropes & Gray LLP

Scott B. Kaplowitch, Edelstein & Company LLP
Kenneth B. Knox, Tenzing Advisors, LLC Amy R. Lonergan, Day Pitney, LLP
Leiha Macauley, Day Pitney LLP Michael A. Mingolelli, Jr., Pinnacle Financial Group Inc.
Margery L. Piercey, Wolf & Company, P.C.  Suma V. Nair, Goulston & Storrs PC
Barbara Freedman Wand*, Day Pitney, LLP Leah R. Sciabarrasi, Crestwood Advisors LLC


Our sincere thanks to the following professional advisors for their valuable contribution to our PAN:
We welcome the following
new PAN members in
fiscal year 2017:
Brett J. Barthelmeh*, Squillace & Associates, P.C. Kevin M. Bergesen, Holland & Knight LLP
Hillary Burr, Wolf & Company, P.C.  Kristin Costa, Baker Newman Noyes
Lennox Chase, Chase Legal Services Holly Gately, Felton, Berlin & Erdmann Insurance Services, Inc.
Annette K. Eaton*, Nixon Peabody LLP Alison E. Lothes, Gilmore Rees & Carlson PC
Travis Hall *, Admirals Bank Nakia Maddox-Eubanks, Atlantic Trust Private Wealth Management 
Andrew McGlynn, Goldman Sachs (Ayco) Christopher F. Mahoney, RINET Company, LLP 
Laurel M. Millette, Davis, Malm & D'Agostine, P.C. David S. Raymon, Burns & Levinson LLP
Martha M. Payne, Baystate Financial  Craig Standish, Brown Advisory

Pamela L. Sywak, Pabian & Russell, LLC
*Chair/Co-Chair
Philanthropy Below the Radar

Monikers like "stealth patron" and "secret benefactor" have a certain cachet, but that is not what motivates the Boston Foundation donor who has anonymously given $1.3 million in the last six years (and has committed an additional $800,000) to support the Special Collections of the Boston Public Library. 

In 2007, a Boston Globe story revealed how the Library's Special Collections holdings were in a state of disarray and possibly at risk of being lost to neglect and decay. The Library lacked staff to manage the incredibly extensive collection. "The quantity of stuff they have is amazing," our donor says. "It's like the attic of New England." Indeed, the collection contains about three million items, from first folios of Shakespeare plays to pre-World War II fruit crate labels; from Revolution-era artifacts to Bruins memorabilia. The plight of the Special Collections intrigued the donor, who asked the Boston Foundation to find out more.
Boston Foundation Makes $500,000 Grant to LISC Boston

The Boston Foundation announced its quarterly discretionary grants after a meeting of the Foundation Board of Directors on June 16. The  Board  approved $1,145,000 in single and multi-year discretionary grants. Of the 17 grantees for the quarter, two are receiving multi-year funding support. Six grants were issued in the Arts and Culture category, three each in Education-Structural Reform and Neighborhoods and Housing, two in Cross-Cutting Strategy and Special Opportunities, one apiece in Health and Wellness, Jobs and Economic Development, and Nonprofit Effectiveness. The list of grantees is online.
Update: 
 
This is the seventh year for My Summer in the City (MSITC), a funding initiative focused on strengthening education, employment and recreational opportunities for young people during the summer months. In the early years, MSITC partners and recipients focused on providing programming in underutilized parks and open spaces during non-traditional hours. In 2016, however, MSITC has honed its focus to support meaningful employment opportunities for young people who have experienced the greatest difficulties in finding both pre-employment and employment opportunities in the summer. This includes middle schoolers ages 12 to 14 years old who are too old for traditional summer camp and too young for the city's employment programs; individuals who've migrated here in the last five years; and those who have experienced homelessness, are in foster care and/or are court involved. The initiative also will increase teens' exposure to the world of summer employment and amp up their basic employability skills such as attendance, team work and communication.
Quoted & Noted

CFAR, where recent PAC alum Debbie Bing is President and Principal, was named in the Forbes 2016 list of Best Management Consulting Firms,  placing in both the Healthcare and Strategy categories. 

The  Wall Street Journal quoted PAC member  Scott Kaplowitch, Partner at Edelstein & Company LLP, in an article about IRS rules around gambling

An article by PAN alumnus Joshua Miller, Managing Director and Senior Wealth Strategist in Atlantic Trust's Boston office, appeared in The Warren Group's summer issue of Family Business.
Boston Business Journal Names the 2016 Top Charitable Companies in Massachusetts

PAC, PAN and alumni members' firms were among the 85 companies named to the list by the Boston Business Journal. These include: Baystate Financial; Fiduciary Trust Co.; Mintz, Levin, Cohn, Ferris, Glovsky and Popeo PC; PricewaterhouseCoopers LLP; and Ropes & Gray. In 2015, these companies gave at least $100,000 to Massachusetts-based charities. The article states, "The contributions these companies make to Massachusetts is incredibly impressive and go a long ways toward helping strengthen the communities we live in." Thank you for your contributions to Boston and Massachusetts! 
Editor:   Sandy Kendall      © The Boston Foundation, 2016