• Corporate Cup

• Quarterly Letter

• Board of Directors

• Board Member

Spotlight Q&A

• 4th Annual Charity

Hockey Game

• Foundation Update

• Recent Support

BaystateFoundation.org

The Corporate Cup promotes fun and friendly competition among the business community through a series of field day events, while raising funds for Boston Children’s Hospital. Teams compete for points in activities that include basketball knockout, plank challenge, obstacle courses, corn toss and more. Companies tell us the fun-filled day boosts teamwork and wellness, and makes their people proud to support an amazing cause. The Corporate Cup is good for your heart rate and your heart. Because the

entire day raises money for kids at Boston Children’s Hospital.

We hope you take that extra step and help too. Ask your friends and family to support Baystate Financial by making a donation to the Baystate Financial Team. They’re giving to a wonderful cause: the best children’s hospital in the country.

The day ends with a party to celebrate and announce the winners!

GO TEAM BAYSTATE !

Bryan Morrell leads the Baystate team in the 2nd annual Corporate Cup – July 20th!

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.

Spring 2017 | Newsletter BAYSTATE FINANCIAL CHARITABLE FOUNDATION

What’s Inside

Location: Harvard Athletic Complex

Dear Friends,

The Billionaire Who Wasn't: How Chuck Feeney Secretly Made and Gave Away a Fortune

Your first thought reading this name may have been the same as mine: Who?

Chuck Feeney was one of the wealthiest men in America, worth $4 billion at his peak, thanks to the lucrative retail business he started, Duty Free Shoppers. However, Feeney had no interest in wealth and decided he would give away the vast majority of it. Even more astoundingly, he tried to do it all secretly. As of 2016, Feeney was down to less than $5 million. Atlantic Philanthropies, a charitable foundation he created, has given away hundreds of millions of dollars already to AIDS clinics in South Africa, medical care in Cuba and many other places. Feeney pioneered the “giving while living” philosophy of philanthropy which influenced some of the other names on our list. Throughout his life, Feeney lived frugally – he doesn’t own a car and wears a $15 watch. In a rare interview with the New York Times, Feeney memorably uttered, “Money has an attraction for some people, but nobody can wear two pairs of shoes at one time,” he said.

The man who devoted his entire fortune to better humanity. His story has inspired others.

While we don’t have all the answers and can’t solve every problem, we can and do stand for progress and will continue to do our part to conceive of and contribute to solutions that address some of society’s most daunting challenges. Thank you for being a part of the Baystate Foundation movement. Without your support, none of this work would be possible!

With great success comes great responsibility.

Christopher E. McIntosh

Executive Director

BAYSTATEFOUNDATION.ORG

Letter of thanks recently received from one of our supported organizations— Chuckys Fight

David C. Porter, President

Chris McIntosh, Executive Director

Maureen Wholey, Treasurer

Tom O’Connor, Legal Advisor

Jill Constantine, Clerk

Joanne Derr, Owner, Derr Consulting

Former VP of Human Resources, Care.com

2017 Board Members 2017 Board of Directors

New Board Member This outstanding business leader joined the Baystate Foundation Board at our April 2017 board meeting in Boston.

Calendar of Baystate Foundation Fundraising Events

Greg Almeida, CEO, Global View Communication

John Butterworth, EVP / Partner, CBRE

Robert Cosenza, Managing Sales Director, Baystate Financial

AJ Gerritson, Partner, 451 Marketing

Daniel W. Goggins, Managing Sales Director, Baystate

Ray Hoefling, Regional Manager – MA & RI, 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

James Naber, Managing Partner, Cohn Reznick LLP

John Navien, Founder, Navien Financial

Anthony Nofi, Financial Advisor, Baystate Financial

Austin O’Connor, CEO, The Briar Group

Randy Parker, Managing Sales Director, Baystate Financial

Nathan Pusey, Managing Director, Commerce Bank

Frank E. Rudewicz, Partner in Charge, Marcum

Cosmina Schulman, Local Sales Manager, NESN

Alan L. Silverman, 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

2017 Honoree: Tyler Lagasse

6/13—18th annual Golf Classic

The International

10:00 – 8:00 pm

Interview: 6 questions with a Baystate Financial Charitable Foundation Board Member

GREG ALMEIDA

FOUNDER AND CHIEF EXECUTIVE OFFICER, GLOBAL VIEW COMMUNICATIONS

Board Member Spotlight

1) What makes our mission meaningful to you?

• The impact one can have by working in underserved and less fortunate communities.

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

• I currently serve on the board of The Urban League of Eastern Massachusetts and am on the steering committee for the Commonwealth Compact.

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

Foundation?

• With over 20 years of consulting, marketing, business development and sales management experience, I’m consid-ered an expert in strategy formulation, value proposition development and understanding the impacts of diversity be-yond race and ethnicity.

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

• I’m always looking to grow my experience and knowledge base in order to become the best version of myself.

5) What motivates you?

• It really excites me to work with people on a one-on-one basis and see positive results.

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

• I hope to have a direct and respectful open line of communication in which we can both learn and grow in the work

that we do.

Founded in 2001, Global View Communications is the industry-leading inclusion business strategy firm. We help organizations secure competitive market position and transform their business models for the realities of the new American mainstream. GVC has deep experience engaging a wide range of audiences that are redefining what it means to be diverse. From discovery through implementation, GVC helps develop, guide and support your inclusion business strategy. We count many of the country’s largest and most successful organizations as our clients, including: • iRobot • RSM • Ocean Spray Cranberries, Inc. • EMC • Harvard Pilgrim Health Care • Eastern Bank

Baystate Financial announces that it has raised $30,000 in the Fourth Annual Baystate Foundation All Stars versus the

Boston Bruins Alumni charity hockey game. The game took place at the Stoneham Rink on April 8th and the Bruins Alumni

beat the Baystate Foundation All-Stars 10-9 in a well-played and spirited contest.

“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, Baystate Financial. “Our participation in this event showcases part of our

mission statement which is all about reaching out and providing a hand to at risk young children. We are so thankful to be

able to give back to the community."

4th Annual Charity Hockey Game

#1 Defense Mike Doherty

#3 Forward Chris Maguire

#7 Forward Caleb Neves

#9 Defense Taylor Tobin

#12 Forward Tony Leonardo

#13 Defense Ethan Smith

#13 Defense Mike Curran

#16 Forward Chris Meninno

#17 Forward Austin “Happy” O'Connor

Coach

Matt Smith

Assistant Coaches

Mike Yoken & Bob Porack

Honorary 2017 Baystate Captain

Alan Silverman

#19 Forward John O'Brien

#21 Forward Caleb Yoken

#25 Defense Mark “Ford” Haley

#29 Goalie Bryan Morrell

#32 Goalie Andrew Joyce

#37 Forward Mike Perisho

#66 Forward Robert Righi

#77 Defense Drew Delorey

On the recommendation of board member Randy Parker, we hosted a cornhole tournament on the North Shore.

Cornhole is a lawn game in which players take turns throwing bags of corn (or bean bags) at a raised platform with a hole in the far end. A bag in the hole scores 3 points, while one on the platform scores 1 point. Play continues until a team or player reaches (or exceeds) the score of 21.

12 two-person teams arrived for what proved to be a 3 hour plus, 11 game winner-take-all “bags” tournament that raised $2,200.

Players threw at 3 sets of cornhole boards (see photo) in a triple-elimination tournament which saw 90 slices of pizza and countless beverages consumed.

Recent Supported Events

New Event - March Cornhole Tournament

2017 to Date

Bruins Alumni Foundation

Camp Harbor View

My Life My Choice

Lydon School in West Roxbury

Chuckies Fight

Stop Hunger Now, in cooperation with the Ipswich Lions

Asthma and Allergy Foundation of America - NE Chapter

Special Olympics MA

Boston Children’s Hospital – Corporate Cup

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.

“With great success comes great responsibility”

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

BaystateFoundation.org

BAYSTATEFOUNDATION.ORG