Around 130 professional advisors from Maine and New Hampshire turned out to hear Natalie Choate speak on the topic of "Estate and Distribution Planning for Retirement Benefits" in Portsmouth. Choate is one of the leading speakers on retirement benefits planning in the U.S. The program was co-hosted by the Maine Community Foundation and the New Hampshire Charitable Foundation. Photo by Robin K. Abbott
Welcome!
Your clients want to do good. They’re eager for your expertise. No one knows your clients the way you do, and nobody knows philanthropy the way we do. 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 with:
- 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 Comunity 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) 761-2440 or by e-mail at jsouthard@mainecf.org if you would like more information.