In an interview with Jennifer Richard, director of gift planning at MaineCF, Portland attorney Rick Abbondanza discusses how gifts to charity can help real estate clients manage income taxes. MaineCF: What provisions in the Tax Cuts and Jobs Act of 2017 will work well for your clients? Rick Abbondanza: We work with a lot of […]

For estate planner Christian Barner, responsibility plays a significant role in charitable giving. As he notes in a recent conversation with Jennifer Southard, Maine Community Foundation vice president, donor services and operations, Barner also believes it takes teamwork to create a legacy. MaineCF: How do your clients respond to the idea of charitable giving? Christian […]

Accountants can play a significant role in a client’s charitable planning, says Connie Bingham, tax director at Macdonald Page & Co., LLC. In conversation with Jennifer Southard, MaineCF’s vice president, donor services and gift planning, Bingham emphasizes the importance of being client-centered and endorses donor-advised funds. MaineCF: How are you involved in charitable planning with […]

CPA Jamie Boulette discusses how tax benefits of a charitable remainder trust helped his client discover her legacy. MaineCF: How were you first introduced to the Maine Community Foundation? In the early 2000s, a longtime client of mine, Wendy Penley, was serving on the MaineCF Board. She asked me if I would be willing to […]

An advisor to the Maine Community Foundation’s Equity Fund, Portland attorney Brenda Buchanan thinks a lot about the needs of the lesbian, gay, bisexual, and transgendered (LGBT) community in Maine. Here Buchanan talks about the Equity Fund and a recent continuing legal education (CLE) program the fund sponsored to help Maine attorneys, accountants, and financial […]