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

Leigh Stephens McCarthy:

Helping Clients Understand Charitable Options

The more an estate planning attorney can encourage clients to talk about their dreams and what sort of legacy they’d like to leave... more

 

Richard LeBlanc:

The Good Listener - Sound Advice from a Financial Advisor

We see our role first and foremost as listening carefully and picking up words, phrases, body language; we draw out with our questions what is really important to our client... more

 

Donna Ryan:

Discovering “What Might Be”

The Charitable Remainder Trust can solve a lot of problems all at once. It provides an income stream to the donor; it helps to diversify assets with a current tax cost; and it fulfills some great charitable intentions... more