Family Business Succession Planning

Family Biz Show - June 23rd, 2020: Guest Speakers Bruce DeBoskey & Deborah Golds

The Family Biz Show

Season 1: Episode 10

 

How Family Philanthropy Can Strengthen your Family and your Family Business

 

Join us this coming Tuesday, June 23rd from noon till 1pm EST to learn what other family businesses are doing to Grow, Communicate, Stay Agile and Continue into the Next Generation.

 

Register for the webinar here:  
 https://zoom.us/meeting/register/tJApf-2sqj0sHNGrxof9212GIOeUyLDT4h5A

 

During this live interactive webinar, Tuesday, June 23rd from noon till 1pm EST, we will be focused on the following questions:

 

  • What is effective philanthropy and why does it matter to your family and its business?
  • How giving can benefit the family business as well as the causes you support?
  • Why “top down” philanthropy and “top down” succession planning are limited and not sustainable?
  • What are the top five skills the rising generations can learn from family philanthropy?
  • How can issues, such as lack of communication, differing values and lack of trust, that develop in the rising generations be lessened or potentially mitigated using family philanthropy as the focus for learning?

 

This week’s guests:

 

 

Deborah Goldstein 

Principal, Enlightened Philanthropy*

 

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding the next generation in giving. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in a tailor-made, intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan. Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she particularly focuses on advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She has served as the Co-Dean of Philanthropy for the Purposeful Planning Institute and as a Contributing Author for the Planned Giving Design Center.

 

 

Bruce DeBoskey, J.D.

President & Founder, The DeBoskey Group*

For more than 40 years, Bruce DeBoskey has been dedicated to community building and social change through his professional and volunteer work. It is with that mission and commitment that he founded The DeBoskey Group in 2010, to help individuals and families, businesses, and foundations organize, strategize, evaluate and maximize the impact of their philanthropic initiatives.

Bruce writes a regular syndicated column “On Philanthropy” which is published in the Sunday Denver Post Business Section and distributed to over 600 newspapers and other news outlets around the U.S. and beyond through the Chicago-Tribune News Service. The columns can be read on the Publications page of this website.

Bruce previously served as the Regional Director of the Anti-Defamation League’s Mountain States Region, directing the regional civil and human rights initiatives of this national nonprofit organization.

Before that, Bruce was a shareholder in Silver & DeBoskey, P.C., a 30-person Denver law firm specializing in dispute resolution of complex civil matters. His areas of trial practice included discrimination, civil rights, professional liability, environmental torts, personal injury, employment disputes and business litigation.

For two years, Bruce served as a Teaching Fellow for Boston College’s Center on Corporate Citizenship teaching “Corporate Giving: A 21st Century Approach” in workshops around the country.

He is a “Certified 21/64 Trainer” having received specialized training in how to engage the rising generation of philanthropists from 21/64, formerly a division of the Andrea and Charles Bronfman Philanthropies, in New York. He also has attained a Certificate in Corporate Community Involvement from Boston College’s Center for Corporate Citizenship.

He currently serves as the Dean of Philanthropy for the Purposeful Planning Institute and a member of the Rose Medical Center Advisory Board. In 2015 he served as the President of the Colorado Philanthropic Advisors Network (CPAN).

He recently received the “Excellence in Media Award” from the Colorado Nonprofit Association, the “Maverick Thinkers Award” from Urban Peak, and before that, the “Community Leader of the Year Award” from Community Shares of Colorado, the “Senn Award” from the Anti-Defamation League, the first “Ally Award” from One-Colorado Education Fund, and the “Trial Lawyer of the Year Award” from the Public Justice Foundation.

Bruce holds a B.A. from Indiana University in Political Science and Environmental Studies. He received his J.D. from the Georgetown University Law Center. Following law school, Bruce clerked for the Honorable Richard Matsch, U.S. District Judge for the District of Colorado. He is married and the father of four sons,

 

Register for the webinar here:  

 https://zoom.us/meeting/register/tJApf-2sqj0sHNGrxof9212GIOeUyLDT4h5A

 

You don’t want to miss it!

 

CRN-3130878-061720

 

Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. *Not affiliated with Lincoln Financial Advisors Corp.