Professional Advisor Center
Professional advisors are in the unique position not only to serve the philanthropic needs of their clients, but also to significantly affect the quality of life in our state.
Funds established today at the Maine Community Foundation provide a critical stream of income to meet the changing issues, challenges and opportunities of future generations in Maine.
Since 1983, the Maine Community Foundation has been providing donors with flexible, simple, low-cost, tax advantageous, professionally managed means to accomplish their philanthropic goals and provide a legacy for their families and communities.
Among the tools we offer professional advisors is Deciding to Give: A Guide to Personalizing Your Philanthropy. We hope this guide will help assist advisors in starting a conversation with clients about their charitable interests.
Please call us for copies or download here.
Edward Beckwith, Esq., of Washington, D.C. law firm Baker & Hostetler, was the featured speaker at the 4th annual CLE program sponsored by MaineCF and the Maine Philanthropy Center. He spoke on "Private Wealth & Charitable Planning." Here he is joined by (left to right): Jennifer Southard, MaineCF philanthropic services director; Janet Henry, president, Maine Philanthropy Center; and Elizabeth High, Esq., of LeBlanc & Young. If you'd like to be alerted to future CLE programs, please contact Jen Southard at jsouthard@mainecf.org.
Planned Giving Design Center (PGDC)
The
Planned Giving Design Center (PGDC) is a website that provides resources for professional advisors to help them counsel their clients in the area of charitable gift planning. Maine Community Foundation encourages advisors to register and bookmark PGDC for easy reference.
Professional Advisors and Nonprofits:
A Collaboration to Shape our Philanthropic Future
Two years ago, the PGDC published an article by Betsy Mangone in which she discussed how nonprofits can build effective working relationships with professional advisors.
In this follow-up article, Mangone identifies three factors influencing the nonprofit sector's awakened desire to work with professional advisors, specifies the resources they can provide to assist the professional advisor community... more
Pilot Program for Attorneys
MaineCF hosted a successful new professional credit program for attorneys titled "Ethics and Charitable Organizations" at the Auburn Public Library in late October...
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Please contact
Jennifer Southard, Director, Philanthropic Services, if you have questions or need more information.