• Holiday Giving at

Baystate

• Year-End Letter

• Board of Directors

• Board Member

Spotlight Q&A

• Charitable Giving is

Personal

• Foundation Update

• Recent Support

BaystateFoundation.org

Who We Are

Coming together as a community this holiday season

Welcome to our quarterly newsletter!

Baystate Foundation is a nonprofit innovator founded in 1999 and was designed

to bring assistance to the many children’s charities within our communities.

Our goal is to raise money and awareness in order to make a positive impact in

the day to day lives of children in need.

With great success comes great responsibility.

What’s Inside

Winter 2017 | Newsletter BAYSTATE FINANCIAL CHARITABLE FOUNDATION

Dear Friends,

Thank you for making 2016 yet another remarkable year for the Baystate Financial Charitable Foundation!

This year marked 17 years of service for the organization. Our dedicated volunteer based staff has done an

incredible job at expanding our outreach and fundraising.

Our ongoing goal is to keep our overhead low while increasing donations and awareness in order to make a

positive impact in the day to day lives of children in need., and you truly make this possible! BFCF is stronger

than ever due to our continually expanding community who comes together to donate time, resources, and

talent in support of our important mission. This year alone we worked with over 40+ New England based charities

by funding programs that strengthen the family unit and parent-child relationships and promote youth

development.

Our Board of Directors has helped us dramatically increase our donor base and we will be adding 5 new powerful

local business leaders to the BFCF Board of Directors in January that will undoubtable assist us in expanding our

primary mission of contributing to the many charitable programs that support the needs of children and families

in communities in which we do business.

While we are proud to help so many plan for a better financial future, we are also proud to take our talent and

knowledge into less fortunate communities. Thank you for being a part of the Baystate Foundation movement.

Without your support, none of this work would be possible! So, as we pause this holiday season to recognize the

goodness in our lives, we offer special thanks to each and every one of you who contributed time, knowledge,

resources and funding. And to ALL who make our work possible – we offer wishes for a Merry Christmas and

healthy holiday season!

With great success comes great responsibility.

Sincerely,

Chris McIntosh

Chris McIntosh

Executive Director

BAYSTATEFOUNDATION.ORG

David C. Porter, President

Chris McIntosh, Executive Director

Maureen Wholey, Treasurer

Tom O’Connor, Legal Advisor

Jill Constantine, Clerk

John Butterworth, EVP / Partner, CBRE

Robert Cosenza, Managing Sales Director, Baystate Financial

Brian S. Falconer, Managing Sales Director, Baystate Financial

AJ Gerritson, Partner, 451 Marketing

Daniel W. Goggins, Managing Sales Director, Baystate

Ray Hoefling, Partner / EVP, Webster Bank

Eran Lobel, CEO, Element Productions

Brad Martin, Managing Sales Director, Baystate Financial

Walter R. May III, Financial Advisor, Baystate Financial

Bryan Morrell, Director Sales Desk, Baystate Financial

Chuck Murphy, CEO, Boston Interactive

Anthony Nofi, Financial Advisor, Baystate Financial

Randy Parker, Managing Sales Director, Baystate Financial

Frank E. Rudewicz, Partner in Charge, Marcum

Alan L. Silverman, Senior Account Executive, Silverman

Wealth and Income Strategies

Ethan Smith, Agency Director, Recruiting, Baystate Financial

Matthew Smith, Agency Director, Recruiting, Baystate

Giuseppe Suto, CEO, Smack High

RJ Valentine, CEO, F1 Boston / MBA Group

Nick Varano, Owner, The Varano Group

Austin O’Connor, CEO, The Briar Group

James Naber, Managing Partner, Cohn Reznick LLP

Greg Almeida, CEO, Global View Communication

Cosmina Schulman, Local Sales Manager, NESN

John Navien, Founder, Navien Financial

2017 Board Members

2017 Board of Directors

New Board Members These outstanding business leaders will join the Baystate Foundation Board at our January 26th,

2017 board meeting in Boston.

Calendar of Events

4/8—Baystate Foundation All-Stars vs. Bruins Alumni Hockey Game

Stoneham Arena

4:00– 7:00 pm

6/13—18th annual Golf Classic

The International

10:00 – 8:00 pm

Vs.

INTERVIEW: 7 questions with a Baystate Financial Charitable Foundation Board Member

JOHN BUTTERWORTH

EVP / PARTNER, CBRE

1) What makes our mission meaningful to you?

• I think with any charitable organization there are two very important factors, the first is the leadership. In my opinion, Dave Porter lives by the words, “To whom much is given, much will be required”. It is easy to follow someone like Dave that truly wants to help others by giving back not only his resources but his time. The second is the mission of the charitable organization, primarily to give back to the children in need in our community.

2) What are some of your prior board leadership experiences?

• I am a former Board member of Rosie’s Place in Boston. Rosie’s is a special place. I am on the Board of The Travis Roy Foundation. Travis Roy is my hero. He is the most inspirational person I have ever been in contact with. His attitude is contagious and what he does for others is truly remarkable.

3) What skills, connections, resources, and expertise do you have to offer and are willing to use on the behalf of the Baystate

Foundation?

• I think as a Board Member you should always be willing to assist in any way possible, or more importantly, in any way needed. We are a team, we all have certain individual strengths. My strength is I believe in the Leadership of the Foundation and the mission. Put me on the field and give me a job to do.

4) What is your favorite BFCF event, and why?

• I love the golf outing. I enjoy the camaraderie and I feel like I am not only a part of the Foundation but a member of the Baystate Financial community. With that said, I would like to thank all of the people at Baystate for making me feel that way.

5) Do you have personal aspirations that could be enhanced by serving on the BFCF board?

• I mentioned Travis Roy earlier. I love who he is, what he does and how he does it. At some point, I would like to have Travis and his Foundation honored at the golf outing and a portion of the funds raised channeled to his Foundation.

6) What motivates you?

• This is a great question. I am very lucky and I know it, I have a wonderful wife and three great kids. I would say

that I am motivated to provide the best life I can for them.

7) What are your expectations from the management of the nonprofits where you’ve served as a board member?

• To set clear goals and direction. To show us and the community how we are improving the lives of others with

our mission.

Board Member Spotlight

In 2015, 80.3 percent of all U.S. charitable gifts were made by individuals: 8.3

percent were made as bequests at death ($27.73 billion) and 72 percent were

made as gifts during life ($240.6 billion). Charitable gifts during life increased by

4.2 percent over 2014 (or 2.7 percent adjusted for inflation) and bequests at

death increased by 8.7 percent over 2014 (or 7.2 percent adjusted for inflation).

In addition, individuals gave approximately $272 million in contributions for

disaster relief.

For many individuals, the decision on how to give is straightforward – just write a

check to the charitable organization each year. But for other donors, in addition

to the immense satisfaction that comes from giving, deciding how to structure

their charitable gifts to maximize the economic and tax advantages they and their

families receive is also very important. As a simple indicator, 83 percent of all

charitable gifts made by individuals in 2015 were made by those who itemized

their deductions for federal income tax purposes.

In fact, we believe that the more financial advice donors receive, the more likely

they are to give to charity during their life and at their death. At the same time,

charitable organizations are looking for new and creative ways to increase the

monetary donations they receive from committed donors as well as ways to

increase the hours of personal service those donors provide. It is only through

continued gifts of time and money that your organization will be able to continue

its important mission.

“Through the generosity of

our associates, we are able

to help thousands of

children by donating to so

many special charities,”

added Dave Porter,

Managing Partner of

Baystate Financial.

“Our participation in

fundraising events and

volunteering showcases part

of our mission statement

which is all about reaching

out and providing a hand to

at-risk children. We are so

thankful to be able to give

back to the communities.”

Charitable Giving is Personal

Baystate Financials Client-Centric Approach

When it comes to something as important as planning for a family’s financial future, potential donors will want to work with a

professional who has the backing of a financially sound company and who has the integrity and experience to work as part of a

team that includes their tax and legal advisors.

Our financial services professionals will listen to client concerns and provide the clear and concise information needed to allow

clients to make informed planning decisions. Baystate’s approach focuses on understanding not only the client’s goals, but the

reasons for those goals, and how they fit into a larger financial picture.

Our financial services professionals work with clients, their legal and tax advisors, and your organization to determine successful

planned giving strategies for every client situation.

We help translate intentions into action.

We are pleased to announce that the Baystate Financial Charitable Foundation had the opportunity to fund 40 differ-ent non-profits throughout 2016. Our goal is to continue raising money and investing that money in deserving non-profits that are generating outcomes that are truly making a difference in the lives of children. As we approach 2017, our plan is to remain an active participant in a wide variety of non-profits that are changing lives.

Every year, BFCF relies on fundraising through events such as the “Annual Charity Golf Classic.” On June 14, 2016 the Baystate Foundation honored the Travis Mills Foundation with a day of golf. The tournament, played at the Interna-tional Golf Club in Bolton MA, raised $275,000, which included donations from individuals, corporations, businesses, and the community. We will be hosting this year’s golf classic on June 13, 2017, and it will again be played at The In-ternational. We are looking forward to this event exceeding the bar – which is already set so high.

“With great success comes great responsibility”

Recent Supported Events

Foundation Update

Marshfield Boys and Girls Club (6/27)

Boston Children’s Corp Cup (7/21)

Ride for Help and Hope (8/20)

Easter Seals Softball Game (8/20)

Volunteer Day at the Zoo (8/26)

ALS Research/Falmouth Road Race

Mass Adoption Resource Exchange Golf (9/26)

Glad: Spirit of Justice Award Dinner (10/28)

Lake Champlain Dragonboat Festival

Rodman Ride (9/24)

ALS Walk (10/22)

DCS Christmas (12/14)

Our high, and sustained, level of corporate citizenship goes hand in hand with our commitment to providing innovative, high-quality financial services. That’s why we were named a top Investment Firm, Best Places to Work and Top Charitable Firm in 2016 by the Boston Business Journal and Boston Globe.

We are proud to support these organizations and many more...

BaystateFoundation.org

BAYSTATEFOUNDATION.ORG