AFP-NNE Seminar Series
Building Blocks for Planned Giving Success
Friday, October 4th, 2019
Maine State Bar Association
124 Street, Augusta, Maine
Presented By: Sarah Ruef-Lindquist, JD, CTFA
Coffee and Networking: 8:30 AM | Presentation: 9:00AM to 11:30AM
Creating Policy Foundations, engaging board members & professional advisors and building recognition programs for stewardship and cultivation
Gift Acceptance, Investment and Spending Policies are all prerequisites to more complex gifts. Increase your odds of receiving planned gifts by involving board members and professional advisors in your outreach. Be sure your legacy society provides meaningful recognition and compelling cultivation opportunities.
Learn how to: create those policies; optimize board member participation; outreach to key professional advisors in the gift planning arena and to provide appropriate donor recognition. The end result is a stronger planned giving program.
Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community. She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations to build fiscal efficiency, planned giving programs and endowments. Sarah has also worked with individuals and families as a philanthropic advisor and senior trust officer. She holds the Certified Trust and Financial Advisor certification from the Institute of Certified Bankers and FINRA Series 7 and 66 registrations through Commonwealth Financial Network. Sarah Ruef-Lindquist is a Financial Advisor with Allen Insurance and Financial, located at 31 Chestnut Street, Camden ME, 04843 – ph:(207) 236-8376. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, A Registered Investment Adviser.
Fee: AFP Members $40 | Non Members $60
Registration Closes at 5pm on October 3, 2019
Space is limited, so please register early!
1.5 CFRE Offered (Pending)
Directions to the Maine Bar Association
From the South
From I-95, take Exit 109 (Western Ave.) towards Augusta/Winthrop. Keep right at fork on ramp. Merge onto US-202 E and travel 1.4 miles to rotary. Take third exit at rotary and immediately bear left, then right. MSBA Headquarters is on the left at 124 State St.
From the North
Exit I-95 N at Exit 112, turn left onto Civic Center Drive (Rt. 27). Follow Rt. 27, which will become Mt. Vernon St. and then State St. Travel approx. 2.8 miles. MSBA Headquarters will be on the right at 124 State St.