"This morning's conference was great!  It was a wide range of participants on the panels and that was a great way to hear a wide view of options and ideas from the panelists!  Kevin Hancock gets my vote for most open, honest and helpful answers to questions. He was outstanding and his thoughts today were very heartfelt and honest.  Take away the layers of "facade" and discuss the truth of what it's like and how you face the issuers."
- Janet Cole Cross, Career Coach, Cole Cross Connections, LLC


“HOW-TO”: Meaningful Giving as a Family Business- Panel Discussion with Prominent Business Leaders

  • December 15, 2022
  • 8:00 AM - 10:00 AM
  • BerryDunn – 2211 Congress Street, Portland, ME 04102 and Zoom

Registration


Register

How To’s for Family Business:
 "How-To": Meaningful Giving as a Family Business-Panel Discussion with Prominent Business Leaders

Thursday, December 15, 2022
 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, Hogan Philanthropy Consulting, LLC. 

Randi Hogan, CAP®, works with individuals and families as a trusted guide, an astute listener, and discreet advisor on their journey to giving more boldly and getting meaningfully involved to create positive impact. After 25 years as a leader in the nonprofit sector, she founded Hogan Philanthropy Consulting LLC to guide emerging and established

philanthropists to create a thoughtful plan of action that leads with their values, connects their wealth to purpose, and results in the change they want to see in the world. Committed to excellence in her practice, she is a 21/64 Certified Advisor in multigenerational advising, facilitation, and training within family philanthropy, and has earned the designation of Chartered Advisor in Philanthropy® from The American College of Financial Services.

Cynthia J. McDonald, CTFA, National Director of Philanthropy, Senior Vice President, KeyBank

As the National Director of Philanthropic Advice for KeyBank Institutional Advisors, Cindy is responsible for introducing KeyBank’s full suite of sophisticated planning solutions to Non-Profit and Institutional clients, which includes growth strategies, the development of advice, thought leadership, and education on critical topics such as planned giving, fund accounting, donor advised funds, and other products and services that support

Endowments, Foundations and Pooled Special Needs Trusts. Cindy joined KeyCorp in 1992 and is dedicated to her profession. Her credentials include Earning her CTFA through Cannon Financial Institute and attended the New York State Bankers Association as well as the New York State Bankers Estate and Administration School. She earned her B.S. in Business Management with a minor in finance at Plattsburgh State College. She continues her education by attending Cannon Financial Institute, where she participates in the Advanced Trust Topics seminar annually in addition to attending multiple National Special Needs Pooled Trust Conferences. Cindy is also committed to serving the community and volunteers at New Vocations, a national nonprofit focusing on rehabilitating, retraining, and rehoming retired racehorses through adoption as well as helping to educate about racehorse aftercare.

Family Business Panelists:

Adam Lee, Chairman of the Board, Lee Auto Malls

Adam Lee has been with Lee Auto Mall for 35 years, serving as President and assuming the position of Chairman of the Board in June 2010 upon the passing of his father, Shep Lee.  He currently serves on the Muskie Board of Visitors, the MPBN Board, and the Maine Conservation Voters Board.  

Lee served as the Chairman of the Efficiency Maine Trust and Chair of the Maine Audubon Corporate Partners.  He is the past chairman 

of the Regional Greenhouse Gas Initiative and a past member of the Natural Resources Council of Maine, Maine Historical Society, Maine Energy Council, Governor’s Advisory Council, Center for Cultural Exchange and the OSHER Map Library.  

Over the last 20 years, Lee has worked hard in conjunction with various environmental groups to raise fuel economy standards across the nation. He’s proud of the successful accomplishment that will raise the national standards to 54.5 MPG’s by 2025. 

Lee is a graduate of Vassar College and the recipient of environmental awards from the Natural Resources Council of Maine and the Maine League of Conservation Voters. 

Adam Lee lives in Cumberland with his wife and 25 year old twins, 2 cats, 2 dogs, and anywhere from 6 to 8 chickens depending upon the fox.

Dottie Chalmers Cutter, Owner & VP of Operations, Chalmers Insurance Group

Dottie graduated from Bowdoin College in 2003 and joined Chalmers Insurance Group two years later. She is a licensed Maine Property and Casualty Insurance Agent and started with a personal lines book of business. In 2018, she and her cousin, Jim Chalmers, purchased the agency from their fathers. Jim now serves as Vice President of Sales and Dottie oversees 100 co-workers at eight agency locations, six in Maine and two in New Hampshire. Dottie is passionate about attracting

young professionals to the insurance industry and is responsible for establishing, and recruiting for, a Chalmers internship program. She is also a leader in talent development, mentoring supervisors and managers on how to be effective Coaching Leaders. She pays close attention to motivation and engagement in the workplace and has created a culture of positivity, continuous learning and professional development. In 2015, Dottie was named an "Insurance Young Gun" by Insurance Business America in 2015 and was featured in HR Magazine in 2018 as a homegrown leader. Her civic duties include Vice Chair of the Board of the Institute for Family-Owned Business in Maine, as well as serving on the board of the Girl Scouts of Maine. She enjoys downhill skiing, spinning on her Peloton bike, traveling, and spending time with her husband, Adam, and three children, Sofia (age 10) and twins, Mackenzie and William (7). She resides in North Yarmouth, Maine.

Joe Capozza III, President, Capozza Floor Covering Center and Old Port Specialty Tile Co.

Joe is Vice President and part of the 3rd generation now managing Capozza Floor Covering Center & Old Port Specialty Tile.  He also oversees the operations of its Commercial Projects Division.  Joe graduated in 2005 from Bryant University with a BS in Business Administration.  From 2006-2009 he worked for Bentley Prince Street, a Commercial Carpet Manufacturer, as a Sales Representative in Maine, New Hampshire and Vermont.  In 2009 he joined the family business as a Commercial Project Estimator & Project Manager and was named Vice President in 2014.


For more information, contact Brooke Stewart, Director of Communications at brooke@fambusiness.org or 207-281-2414


Thank you to our Sponsors:

            


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