Meeting/Event Information

Strategies for Planned Giving Success - 'Small Shop' Style

 

October 21, 2020
9:00 AM - 10:30 AM
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Virtual Seminar


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Sarah Ruef-Lindquist, JD, CTFA, will discuss policies, procedures, board roles and outreach methods to optimize planned giving activity with minimal staff and resources.

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 in Camden, ME.

Special 2020 pricing: $25 for members, $35 for non-members!

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