Philanthropic Advising and Consulting
Community, Family, Philanthropy.
We work in conjunction with you and your team of advisors, your attorney, CPA and various business colleagues, to guarantee that your philanthropic goals are facilitated effortlessly and integrated into your estate, tax and wealth management plans.
By utilizing a high-touch approach in which we consult with you to gain a full understanding of your goals, we identify value driven factors unique to your needs, and then strategize your overall charitable objectives. Within that consultative approach, we will design a structure of significant giving that meets your benchmark for giving and your altruistic mission, while maximizing tax deductions. We will also work with you to determine the most effective mode of giving while we fine-tune your mission statement and donation strategy. With decades of legal, tax and accounting experience and nonprofit and foundation administration, our experienced team of advisors will guide you in establishing effective governance structures and policies. We can also work with your board members and even manage the board if necessary. Taking the first step toward philanthropy, or growing the present giving strategy, can seem overwhelming without the guidance of esteemed professionals in this area. Maine Streets Securities will refer you to an expert from our independent network who will guide you every step of the way on your philanthropy journey, to maximize your wealth and gain the rewards that giving brings to all.
The Benefits of a Donor Advised Fund with Maine Streets Securities:
- You can designate unlimited successor advisors
- Alternative assets holdings, interminably (i.e. real estate and private equity)
- Bolster your funds with personalized support usually only accessible to foundations
- Pay lower fees than community foundations or institutional DAF platforms
Our team of advisors will meet with you and help you decide if an Maine Streets Securities donor-advised fund is the right choice.
If you choose to move forward, the process is quite simple and precise. We can establish the fund, set it up for giving, and take over the administration and assets management, almost immediately. There are no embedded fees, only low-cost administrative that support management and the exclusivity that comes with access to our philanthropic services. Trust Maine Streets Securities with your philanthropic giving and grow with the confidence that comes with knowing we will deliver the same level of excellence you have come to expect in wealth management.
The Benefits of a Donor Advised Fund with Maine Streets Securities:
- You can designate unlimited successor advisors
- Alternative assets holdings, interminably (i.e. real estate and private equity)
- Bolster your funds with personalized support usually only accessible to foundations
- Pay lower fees than community foundations or institutional DAF platforms
The independent third party advisors within our network will meet with you and help you decide if an Maine Streets Securities donor-advised fund is the right choice. If you choose to move forward, the process is quite simple and precise. We can establish the fund, set it up for giving, and take over the administration and assets management, almost immediately. There are no embedded fees, only low-cost administrative that support management and the exclusivity that comes with access to our philanthropic services. Trust Maine Streets Securities with your philanthropic giving and grow with the confidence that comes with knowing we will deliver the same level of excellence you have come to expect in wealth management.