Senior Vice President and Chair of the Audit Committee
Brad Bedingfield
Brad Bedingfield serves as an account manager to individuals, families, and public and private charities. He advises clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors.
Brad Bedingfield serves as an account manager to individuals, families, and public and private charities. He advises clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. From Donor Advised Funds (DAFs) to social impact investing, Brad’s background in estate and tax planning enables him to help clients navigate complex issues related to trusts.
Brad is also a Partner at Hemenway & Barnes LLP, where he represents tax exempt organizations in navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy.
Selected Activities
- Fellow and member of the Board of Regents, American College of Trust and Estate Counsel (ACTEC)
- Member, Subcommittee to Review the Uniform Trust Decanting Act for Enactment in Massachusetts
- Former Vice President of Boston Chapter, Society of Trust and Estate Practitioners (STEP)
- Editor, “Massachusetts Nonprofit Organizations,“ MCLE (2023)
- Brad speaks and writes frequently on topics pertaining to nonprofit organizations, charitable planning, domestic and international estate planning, and impact investing, including:
- Co-author, “Charitable Planning Guide" in the Tax Cuts and Jobs Act Impact Series
- Co-author, “The Disappearing 60% Deduction - New Charitable Giving Limits are Not as Generous as They Appear," published in Taxation of Exempts and Practical Tax Strategies, Thomson Reuters' Publications
“Philanthropists, charities and socially minded companies are seeking increasingly innovative ways to leverage the impact of social investments. Effective solutions require careful balancing of individual investment goals, community impact, and legal and governmental constraints. Helping clients align these disparate concerns to find new ways to further their personal and charitable goals is incredibly rewarding.”
— Brad Bedingfield's Comments on Social Impact Investing