
Schedule a Meeting
Let’s talk about how we can support your clients’ charitable goals.
Whether you’re exploring options for a specific client, looking to learn more about how MMACF works with advisors, or simply want to build a relationship with a local charitable resource you can rely on — we’d love to connect. Use the scheduling tool below or reach out directly to set up a time that works for you.
Schedule a Meeting
Use the form below to schedule a call or meeting with Ashley Berken, Executive Director of the M&M Area Community Foundation. Meetings are available by phone, video call, or in person at our office. All conversations are confidential.
Contact Us
What to Expect
Our meetings with advisors are informal, exploratory, and always confidential. There is no agenda you need to prepare and no commitment required. We simply want to get to know you, understand your clients’ needs, and share how MMACF might be a useful resource in your work.
A typical first conversation might cover:
- How the M&M Area Community Foundation works and what services we provide
- The charitable fund options available and how they compare to other giving vehicles
- A specific client situation you’d like to think through together
- How we work alongside advisors during the gift structuring and establishment process
- Questions you have about our investment approach, fee structure, or administrative processes
Meetings typically last 30 to 45 minutes, though we are happy to go longer if needed. We can meet by phone, video, or in person at our office in Marinette.
Advisor Resources
Downloadable guides, our gift acceptance policy, tax benefit overviews, and sample bequest language.
Options for Your Clients
A detailed overview of every fund type and gift method available through MMACF.
Legacy Giving
Information on bequests, beneficiary designations, and other planned giving options for clients thinking about their long-term legacy.
Questions
We are here to helpAshley Berken
Executive Director
906-864-3599

