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Interviews with Professional Advisors

In conversations with Jennifer Southard, director of philanthropic services, and Ellen Pope, vice president and chief operating officer at the Maine Community Foundation, professional advisors share stories and advice related to helping clients learn about the benefits of charitable giving.

J.B. Sullivan: Keeping the Conversation Going

As a principal at Portland Global Advisors, J.B. Sullivan is aware of the importance of listening to his clients -- and recognizing that the conversation around philanthropy is often long-term ... more

Pete Dane: Carrying Out a Client's Dreams

In his current work with Rudman & Winchell and previous solo practice, estate and trusts attorney Nathan “Pete” Dane has worked with the Maine Community Foundation to help clients make the most of their charitable visions ... more

Joe Wishcamper: Turning Real Estate into Charitable Assets

Joe Wishcamper The Wishcampers considered several options for funding their donor-advised fund. They decided on gifts of real estate, which provided them with a tax deduction in the year they needed it and enabled them to make a large number of grants to nonprofits through their fund. ... more

Brenda Buchanan: A New Frontier

An advisor to MaineCF's Equity Fund, Brenda Buchanan thinks a lot about the needs of Maine's LGBTQ community. Here, she discusses a recent program the Equity Fund sponsored to help professional advisors better understand issues faced by those in same-sex partnerships ... more

Martha "Meg" Greene: The Power and Joy of Giving

Mary McQuillen: A Foundation of One's Own?

Jeffrey Jones: Gifts that Keep on Giving

Connie Bingham: Charitable Planning, An Accountant's View

Leigh McCarthy: Helping Clients Understand Charitable Options

Richard LeBlanc: Our First Job is to Listen

Donna Ryan: Discovering "What Might Be"

Joel Davis: "Incite and Enhance" Philanthropy

Barbara Wheaton: Philanthropy and Estate Planning

In This Section

> Solutions for Your Clients
> Starting the Conversation
> Interviews with Professional Advisors
> Mechanics of Giving
> Tools and Resources
> MaineCF Financial Information

Visit the community foundation's Planned Giving Design Center site

Professional Advisor News

Invest in Maine: The community foundation's latest publication shows that the inspiration to give comes from different sources -- from a loved one, a special place, or a particular passion -- and highlights the foresight and vision of nine donors who are investing in Maine's future ... more