Your organization has loyal donors, a strong and compelling mission and vision.
Turn your successful annual campaign into successful planned giving, a robust endowment and greater sustainability
Since 2008, Planning for Good has been helping organizations develop robust planned giving programs to support their sustainability. Sound policies, procedures, education, training and harnessing the passion of a loyal donor base are the tools of our trade.
Here's what some clients have told us:
Thank you, Sarah, for a great first task force meeting. It's thrilling to see how well we can fit a planned giving program in with current reading and discussion projects--this program's creation is making amazing progress. I must tell you that a few years ago, we were somewhat reluctant to begin a planned giving program, but you've made this amazingly easy for a very small development shop. Your presentations to our board have helped create tremendous support for this project, and I really appreciate the advice you've shared with me. We're well on our way...
Diane Magras, Director of Development, Maine Humanities Council
Dear Sarah,
Thanks very much for your visit today. Often the difference between a good PG program and a great one is in the subtle calibrations and changes in what you have planned. You gave me lots of these to work with today. Thank you. I realized that I have become discouraged about working...on planned gifts, but now I am more hopeful that we can garner... understanding and support, and participation!
Margaret Brown, Southern Maine Agency on Aging
Sarah Ruef-Lindquist, Esq., CTFA, has over 20 years of experience in fundraising, wealth management, philanthropic advising, trust administration and the practice of law. She designed Planning for Good's services to provide and support effective planned giving programs tailored to the needs and capacity of each organization. Learn more about her credentials here, and the clients served by Planning for Good here.
