Maine Planned Giving Council board members Jen Southard, right,
MaineCF vice president
of donor services and gift planning,
and financial planner Cindy Sterling, center,
of Washburn & McGoldrick in Latham, New York,
talk with keynote speaker Karen Osborne, president of The Osborne Group.
Osborne spoke to participants at the council's October 2015 conference
about creating a culture of philanthropy,
engagement, and stewardship. Photo Andrea Nemitz
By working with the Maine Community Foundation, you can craft philanthropy plans that suit your clients’ individual financial situations and fulfill their deepest intentions for charitable giving. We can help you either behind the scenes or at the table with your clients.
Today, many attorneys, accountants, financial planners, and other professional advisors work with the Maine Community Foundation. Our goal is to help advisors help their clients.
We can provide you:
Solutions for your clients: scenarios that demonstrate common situations your clients face and possible ways you can help them.
Starting the conversation: questions and responses you can use to start discussion about philanthropy with your clients.
Mechanics of giving:
the information you need to help your clients develop and execute a personal philanthropic plan through the Maine Community Foundation, including a library of forms and drafting language you can adapt as needed.
Planned Giving Design Center:
a powerful and interactive resource for advisors to keep up to date on the latest financial and tax news, as well as the latest from the Maine Community Foundation.
Tools and resources:
Materials you can download for use with your clients.
Our financial record:
Information about our fees and investment performance, audited financial statements, and federal tax returns.
Please contact Jennifer Southard at (207) 412-0842 or by e-mail at email@example.com if you would like more information.