Allen staffer takes part in planned giving panel

Nov 08, 2017
Sarah Ruef-Lindquist

Camden — Sarah Ruef-Lindquist, JD, CTFA, a financial planner at Allen Insurance and Financial, recently participated in a panel discussion at the Maine Planned Giving Council's conference held in South Portland attended by approximately 150 professionals involved in the gift planning industry.

Attendees included development professionals and executives from nonprofit organizations, and professionals who advise donors in estate or financial planning, including attorneys and accountants, from across the state.

Ruef-Lindquist has had a role in planned giving as an attorney, former trust officer and philanthropic adviser and consultant to nonprofits across New England. She previously served as vice president for Southern Maine of the Maine Community Foundation and CEO of the Maine Women’s Fund.

Along with Kristen Farnham, vice president of development at Spurwink, and Sarah McPartland Good, director of planned giving at the University of Maine Foundation, Ruef-Lindquist led more than 40 people in a discussion about marketing planned giving, noting that one size does not fit every organization.

Ruef-Lindquist and the other panelists provided examples from organizations large and small, including universities, colleges, land trusts, social service organizations and others, demonstrating how to best reach those whose passions and loyalties to the mission of a particular organization compel them to consider making planned gifts to them.

Comments (0)
If you wish to comment, please login.