CHARLOTTE WHITE CENTER RECEIVES EDUCATIONAL SUPPORT THROUGH

THE TD CHARITABLE FOUNDATION

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.

TD Banknorth, through the TD Charitable Foundation, is supporting Charlotte White Center’s (CWC) staff in participating in philanthropy training offered by Planning for Good. The workshops to be led by Sr. Consultant, Sarah Ruef-Lindquist, JD, CTFA will help participants gain the tools to build their endowment to improve their ability to continue to provide programs in the future.

Erica Kimball, Development Director for the Charlotte White Center noted, “With Sarah’s training and support, I am sure that we can create a sound philanthropic plan for the Charlotte White Center that will enable us to serve those who need our support for years to come. Without TDBanknorth’s financial support, reaching our goals would be even more challenging, and we want to thank them for their help.”

The Charlotte White Center, which serves adults and children with cognitive and intellectual disabilities and behavioral health challenges, provides support services in Piscataquis, Penobscot, Hancock, Washington, Franklin, Somerset, and Waldo Counties, with administrative offices based in Dover-Foxcroft. The mission of the Charlotte White Center is to respect and value ALL people and empower them to be their best. CWC has been doing that for thirty years; this will enable them to continue to honor that mission.

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.  The grant from the TD Charitable Foundation will cover the cost of staff member Erica Kimball attending all five workshops.

The workshops Ms. Kimball will be attending 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.

For more information about the Charlotte White Center and its philanthropic plans, please contact Erica Kimball at (207) 947-1410 ext. 122 or via email at ekimball@charlottewhite.org.

The TD Charitable Foundation is the charitable giving arm of TD Bank N.A., which operates under the trade names TD Banknorth and TD Bank and is one of the 20 largest commercial banking organizations in the United States. The Foundation’s mission is to serve the individuals, families and businesses in all the communities where TD Banknorth and TD Bank operate, having made over $44.6 million in charitable donations since its inception in 2002. The efforts of the Foundation are coordinated locally through TD Banknorth and TD Bank’s community relations departments and are focused on the areas of economic empowerment, youth development and community support. More information on the TD Charitable Foundation including an online grant application is available at www.TDBanknorth.com or at www.TDBank.com.

<!– @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