<!– @page { size: 8.5in 11in; margin: 0.79in } P { margin-bottom: 0.08in } –><!– @page { size: 8.5in 11in; margin: 0.79in } P { margin-bottom: 0.08in } –>Camden, ME.
Many non profit organizations are feeling the effects of the economic downturn and facing the difficult decisions of whether to reduce program offerings, staff or other operations.
Many realize that if they had a more robust endowment when the economy turns sour, they would have greater financial stability to ride out the storm.
Planning for Good, a Maine-based firm out of Camden, offers education, training and support to non-profit organizations seeking to build their endowments through planned gifts. In 2009, Planning for Good is offering a series of Workshops designed to support organizations beginning or continuing to develop their planned giving efforts.
<!– @page { size: 8.5in 11in; margin: 0.79in } P { margin-bottom: 0.08in } –>The workshops are designed for development and executive staff as well as board members as an opportunity to learn practical tips for designing and implementing policies and procedures to optimize planned giving to support building endowment and organizational sustainability. The workshops will be led by Sr. Consultant, Sarah Ruef-Lindquist, JD, CTFA.
Ms. Ruef-Lindquist has a background in law, philanthropy and wealth management. She is a frequent speaker and writer on the topic of planned giving. Participants of other programs on planned giving she has presented have remarked: “You made a complex topic accessible. I came in knowing nothing. Now I know at least which questions to ask” and “Open, easy presentation style” and “(Materials are) Superb. Looking forward to revisiting them frequently” and “Opened my eyes to aspects of planned giving I have never experienced” and finally “Her pace was perfect and her use of the materials – providing just enough information on the side – produced a fascinating session.”
<!– @page { size: 8.5in 11in; margin: 0.79in } P { margin-bottom: 0.08in } A:link { color: #0000ff } –>The schedule of workshops is as follows:
February 10 Developing a Planned Giving Workplan
Developing and refining necessary policies; Involving the board; Setting goals; Evaluating success; Planning for growth
April 6 Gift Acceptance Policies: A strong foundation for your planned giving program
Necessary input; Marketing aspects; Managing risk & maximizing opportunities
June 8 Marketing Planned Giving: Focus on Board, Professional Advisors and Prospects
Developing network of professional advisors through board and other networks; Do’s and Don’ts for outreach methods and materials
September 14 Legacy Societies: Designing Meaningful recognition for donors
Creating recognition that supports donor relations and prospect development in keeping with organization’s culture
November 9 2009 Updates: Trends, Developments and Ideas to support planned giving
Regulatory and legal developments that impact charitable gifting; Outlook on estate and gift tax’s changing landscape, Reports from the field of planned giving
All programs will be held 9:30a – 12:30p at the Maine State Bar Association Offices, 124 State Street, Augusta. For directions, visit www.mainebar.org. Advanced registration is required. While there is no cost to board or staff members of Planning for Good Clients, others will be charged $175 per attendee per program, or $800 to register for all 5 workshops. FMI, call (207) 975-5165, or visit www.planningforgood.net. SPACE IS LIMITED
