of the Camden Public Library’s Seniors’ Series.

Sarah Ruef-Lindquist

Ruef-Lindquist is a frequent writer and speaker on the topics of trust and estate planning, charitable gift planning, and planned giving. The topics she will cover include probate, anticipating incapacity, wealth transfer, trusts, current transfer and tax climate. The event is open to all. Seniors in need of assistance with transportation can call the library at 236-3440.

Ruef-Lindquist practiced law for 11 years prior to becoming vice president for Southern Maine at the Maine Community Foundation and then vice president and senior administrative trust officer at Union Trust Co. In her roles within wealth management she worked extensively with nonprofit organizations and donors in the creation, management and administration of endowment funds, charitable trusts, private foundations, pooled income funds and gift annuities. She has facilitated eight-figure gifts.

Ruef-Lindquist has extensive experience in educating board members and staff in the area of planned giving, and developing the policies and procedures necessary for the solicitation of planned gifts, as well as the policies for their investment and endowment spending. She founded Planning for Good in 2008 to help individuals and organizations create sustainability through planned gifts. She currently serves as president of the Maine Bar Foundation and on the board of the Maine Philanthropy Center.

Sarah’s web-site is:  www.planningforgood.net

Planned gifts – typically absorbed into endowment funds – generally involve more complicated gift arrangements than current gifts of cash or marketable securities. They also typically begin at the 6 figure level, involve gift, estate and/or income tax benefits to their donors, and can increase significantly the financial resources of nonprofit organizations for their long-term operation.

In this course, we will review and explore:

* organizational prerequisites, including board and staff roles
* underlying policies and procedures
* the industry of planned giving
* wealth transfer and tax implications that incentivize planned gifts
* mechanics of planned gifts
* resources to support planned giving programs (e.g. allied professionals, web-based services)
* the concept of appropriate donor recognition and stewardship

We will also discuss how to identify potential planned giving opportunities.

Sarah Ruef-Lindquist, J.D. is a graduate of the Institute for Civic Leadership and a Certified Trust and Financial Advisor (“CTFA”). She has practiced law, was Vice President for Southern Maine at the Maine Community Foundation and Sr. Administrative Trust officer at Union Trust Company. She is a frequent writer and speaker on the topics of trust and estate planning, charitable gift planning and planned giving.

Wednesday, April 14, and Thursday, April 15, 9 a.m.-4 p.m.
call USM Cont Ed. 1-800-787-0468  or go to USM Cont Ed web site here
$285 (12 contact hours/ 1.2 CEUs)
Abromson Center, 88 Bedford Street, USM Portland campus

Sarah Ruef-Lindquist can be reached at her web-site, Planning for Good here

presents 5 Planned Giving Workshops

The first and very timely for many  Executive Directors,

this January 19 in Portland Maine

and January 26 in Augusta Maine
“Strategies for Planned Giving for the “small” Development Office”

attendees will learn:

• Maximizing potential with minimal capacity
• Engaging board and senior management for support and success
• Sustaining the effort for the long-term

Fees detailed at www.planningforgood.net

advance registration required,  no charge for Planning For Good clients

Complete details available at www.planningforgood.net

email @srueflindquist@gmail.com or call 975-5165