When Jeffrey Jones, an attorney specializing in trusts, estates and probate law, talks to clients about charitable giving, he encourages them to consider charitable giving independently, not just for tax reasons. He also believes in endowments. MaineCF: When and how do you bring up charitable giving with clients? Jeffrey Jones: I send a questionnaire, which […]

Richard LeBlanc is senior attorney at the Portland law firm of LeBlanc & Young. His practice focuses on estate and trust administration, estate planning, business succession planning and charitable giving. As a seasoned estate planner with a statewide practice, Richard LeBlanc stresses the importance of being a good listener, so that a client’s values and […]

As a seasoned estate planner, Leigh McCarthy stresses the importance of helping clients think about the possibilities for being philanthropic in their wills and plans. In a conversation at her Bangor office, McCarthy expanded on the importance of talking with clients about charitable giving. MaineCF: How do you view your role when discussing philanthropic interests […]

In her law practice Mary McQuillen represents a number of private foundations. As she pointed out in an interview with Jennifer Southard, Maine Community Foundation’s vice president, donor services and operations, a donor-advised fund is sometimes an excellent alternative to a private foundation. McQuillen also puts in a good word for legacy endowments and highlights […]

One of the most satisfying parts of Ellsworth estate attorney Sally Mills’ work is helping charitable individuals who have relocated to Maine find ways to apply their philanthropic passions in their new home. In a recent conversation with Jennifer Southard, Maine CF vice president, donor services and operations, Mills shared the story of one such […]