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Webinar │ Philanthropic Planning through the Various Stages of a Business
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Webinar │ Philanthropic Planning through the Various Stages of a Business

1/21/2020
When: Tuesday, January 21, 2020
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
Where: United States


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About the webinar... 

Philanthropic Planning through the Various Stages of a Business

Participants will learn from the panelists how they have leveraged philanthropic planning and tools to maximize the impact of their giving before, during, and after the sale of a (possibly family-owned) business.

  • Long before the business is sold: As a means of building business value by winning the hearts and minds of employees and customers, while building goodwill in the community, via a corporate donor-advised fund
  • A few years or months before the business is sold, or directly afterward in the same tax year: As a means of managing assets, minimizing taxes, and maximizing the charitable resources available for the future
  • After the sale, as former owners: As a means of living a legacy by giving back to the community where the company’s employees and customers lived and worked, or following the next adventure of the former business owner as it relates to giving back

Attendees can expect to:

  1. Learn what business owners can do now to promote philanthropy (to attract and retain employees, as well as to be “conscious capitalists” and show your authentic self/charitable mission as a company)
  2. Learn what business owners can do to leave a legacy (donating assets before or after a sale) 
  3. Learn what owners might do regarding their own personal “next adventure” after the sale of the business


About the moderator and panelists...

 

Moderator: Richard Peck, New Hampshire Charitable Foundation

Rick Peck leads the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.  NHCF is the only statewide community foundation in NH.

Before joining the Foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals. He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.

He is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®. Rick holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

     
 

Panelist: Ryan Barton, Mainstay Technologies 

Ryan Barton is the founder and CEO of Mainstay Technologies.  Mainstay provides IT and Information Security services to organizations throughout northern New England, with a focus on both deep expertise and on warm personal relationships.  Mainstay follows the tenets of Conscious Capitalism and measures success by the degree it strengthens its clients, team, company, community, vendors, and environment. It has received many awards as a company, including Best Companies to Work For, Business of the Year, Business Excellence, and the Torch Award for Marketplace Ethics.  He is a devoted husband, father of three (ages 2, 3, and 4), and a voracious reader.

     

 

Panelist: John Weeks, The Colony Group

John is the Managing Director, Family Wealth & Business Transition Planning for The Colony Group and holds the Certified Exit Planner (CExP) designation.  He is a financial services professional with more than 30 years of experience working as a trusted advisor to clients in designing and implementing personalized wealth management strategies that help to build and maintain their wealth.  Key focus areas include business/career exit planning; defining and funding post-sale/retirement lifestyle; using business sale proceeds/retirement assets tax efficiently; funding special objectives such as educating children and/or grandchildren; enhancing the value and use of assets they pass on to heirs; sharing good fortune with charities of their choice; and managing tax consequences now and into the future.  His overarching goal is to enrich clients’ lives by helping them achieve important financial goals and priorities for themselves and their families.

     

 

Panelist: Don Welch, Globe Manufacturing Company, LLC

Don Welch was most recently the President of Globe Manufacturing Company, LLC. Globe is the recognized industry leader for the design and manufacturing of high performance protective clothing for firefighters. During his 25+ years in leadership roles at Globe the Company became widely respected for the quality of its’ products, outstanding customer service, and commitment to employees and local communities. In 2017 Don led the sale of this fourth generation family business to a world-wide leader of safety products for workers. He then helped facilitate a smooth transition to new ownership. Don earned his MBA from UC Berkeley and worked several years in the computer and outdoor recreation industries prior to joining Globe. He and his wife, Shay, live in New Hampshire and enjoy adventure travel, cycling and hiking in their free time.

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