Gatherful® Giving

Generosity planning for the causes and people you love

2 people sharing marshmallows by fire

Once you are confidently on the path to fulfilling your needs and wants, your focus may turn to giving back. If you have a giving heart, generosity is easy. But it’s not simple. A smart approach to generosity considers your values, your financial plan, tax strategy, estate laws, and how to make a positive impact. Gatherful® Giving helps you give, spend, and invest for a better future - for you and for others. We illuminate a path for meaning and impact.

Give with Confidence and Intention

Together, we will develop a thoughtful gifting and giving strategy, aligned with your values and integrated with your Gatherful® Plan. We help you identify people and causes dear to you, change your experience with giving, and make a meaningful difference. You may be surprised how much you can afford to give and how much impact you can have with even small gifts.

Give More by Minimizing Taxes

We explore ways to make gifts and charitable contributions with a tax-advantaged approach. Various strategies can decrease your lifetime tax burden and increase your legacy to the people and causes you love.

Give Together for Greater Impact

Gather & Give is a “giving circle” that cultivates joyful giving by bringing people together to make a positive impact in Maine. In gathering together, we learn more about important issues and innovative organizations, make new friends and expand our network. By giving together, we pool our resources, knowledge, and expertise to support great causes that help people right here in Maine. Sound interesting? Learn more about Gather & Give

$10 Million in 10 Years

Gather Financial® Planning intends to facilitate and support $10 million of charitable giving in this decade through generosity planning for our clients, Gather & Give for our community, and our own direct gifts.

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