Solutions for Your Clients

As a professional advisor, you can help your clients realize their charitable objectives by listening for giving opportunities, explaining options, and suggesting solutions.

Your greatest opportunities to help your clients maximize the personal benefits of giving occur when they are making major business, personal, and financial decisions, such as:

• Estate planning
• Writing or revising a will
• Sale of a business
• Sale of commercial real estate
• Retirement planning
• Experiencing a financial windfall such as an inheritance, merger or large bonus.

The following scenarios suggest a handful of ways in which the Maine Community Foundation works with advisors to develop a plan for a client.

• Retiring in comfort ...
• No children to inherit ...
• Considering a private foundation ...
• Windfall ...
• Closely held company ...
• Stuck in estate planning ...
• More than enough ...
• An unmarried couple ...
• Setting an example ...

We invite your suggestions of additional approaches.