Bangor attorney Nat Putnam explains how he works with clients to weave their charitable goals into estate planning. MaineCF: In your role as a trusts and estates attorney, what sort of conversations do you have with your clients about their charitable giving? Nat Putnam: I like to raise the issue of charitable giving with every […]

In her role as financial advisor, Portland attorney Amanda Rand helps her clients make the most of their charitable giving. As Rand tells Jennifer Southard, vice president, donor services and operations, she considers the Maine Community Foundation to be an important resource in her work — more a complement than a competitor. MaineCF: Could you […]

Jennifer Richard, MaineCF’s senior director of gift planning, shares insights from her years as a trusts and estates attorney.   MaineCF: Working with clients in your former practice, how did the question of charitable giving come up? Jennifer Richard: As my relationship with clients developed and I earned their trust, I would learn more details about […]

Donna Ryan is a principal in the tax services department at Baker Newman & Noyes in Portland. Ryan specializes in individual, estate and trust tax matters, as well as personal financial planning. As a financial advisor, Ryan seeks to help her clients discover the many ways they can fulfill their charitable aspirations. She considers herself […]

Drawing on his experience as a civic leader, Auburn lawyer Richard Trafton shares his thoughts on leadership and also talks about balancing the life of a lawyer with public service.    MaineCF: You have an interesting background as a public servant and community volunteer. What are some of the highlights of this work? Richard Trafton: […]