Sector Event: Meaningful Giving as a Family and a Business: Panel Discussion

When: 
Thursday, December 15, 2022 -
8:00am to 10:00am EST
Where: 
In person at BerryDunn, 2211 Congress Street, Portland, ME and via Zoom
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Presented by Institute for Family-Owned Business and Hogan Philanthropy Consulting

WHEN:
8:00 – 8:30 a.m. Continental Breakfast
8:30-10:00 a.m. Program

This session will feature examples of how family businesses in Maine developed their charitable giving strategies. Participants will learn how different families approached their planning process and take away several ideas to inform their own planning.
Many family businesses are generous with charitable giving and deeply involved in their communities. How families in business respond to the opportunity to make a lasting impact and create a legacy is as unique as the family itself. Join us to hear how three different families approached their planning, developed their giving portfolios, and learned and grew along with their community partners.

Speakers:
Randi Hogan, CAP®, President, Hogan Philanthropy Consulting LLC
Cynthia J. McDonald, CTFA, National Director of Philanthropy, Senior Vice President, KeyBank

Panelists:
Adam Lee, Chairman of the Board, Lee Auto Malls
Dottie Chalmers Cutter, Owner & VP of Operations, Chalmers Insurance Group
Joe Capozza III, President, Capozza Floor Covering Center and Old Port Specialty Tile Co.

For more information and to register: https://fambusiness.org/event-4824478?CalendarViewType=0&SelectedDate=10/26/2022

 

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