Marcus S. Owens, Esq., a tax expert with Caplin & Drysdale in Washington, D.C., addresses professional advisors at a special event held in Portland. Owens covered IRS audit priorities, emerging tax rules and low-profit limited liability companies. The event was co-hosted by the Maine Community Foundation and the Maine Philanthropy Center. If you'd like to learn about future workshops, contact Jennifer Southard, MaineCF director of philanthropic services. Photo: Samantha DePoy-Warren
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 (MaineCF), 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 MaineCF. 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.
- Tools and resources: Planned Giving Design Center, a powerful and interactive resource for advisors, plus 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.