2009 Scheduled Speaking Engagements
Workshop*: Developing a Planned Giving Workplan, presented by Planning for Good at MSBA offices, Augusta, February 10 9:30a - 12:30p
Association of Fundraising Professionals Networking Luncheon, Planned Giving for "small shops", March 13, Hampton, NH
Workshop*: Gift Acceptance Policies, April 6, MSBA Offices, Augusta, 9:30a - 12:30p
Presenter, "Nuts & Bolts" Making Planned Giving Lemonade, Planned Giving Group of New England monthly program, April 8, Boston (www.pggne.org)
Colby College Almuni Reunion, Creative Philanthropy seminar, June 5, Colby Campus, Waterville
Workshop*: Marketing Planned Giving, June 8, MSBA Offices, Augusta, 9:30a - 12:30p
Workshop*: Legacy Societies - Creating meaningful Recognition, September 14, MSBA Offices, Augusta, 9:30a - 12:30p
Brown Bag Planned Giving ROundtable at MidCoast Hospital, Brunswick, September 24, 12-1:30p.
Maine Association of Non Profits Skillbuilder: Planned Giving Beyond the Basics, October 13, 2009, Augusta (FMI or to register, go to www.nonprofitmaine.org)
Midcoast Development Council - Gift Acceptance Policies, October 18, Farnsworth Art Museum, Rockland, 8:30a - 9:30a
Presentation of the American Bankers Association Teleconference on Charitable Remainder Trusts, in conjunction with the Maine Planned Giving Council, October 21 and 22 (FMI, to to www.mpgc.org)
Workshop*: 2009 Updates: Trends, Developments and new Ideas, November 9, MSBA Offices, Augusta, 9:30a - 12:30p
Coming in 2010: Introduction to Planned Giving; 2-day course as part of the University of Southern Maine's new certification program in Development, April 14 and 15, Portland
* Workshops are also described on another page "2009 Workshop Detail" and require advance registration by contacting Planning for Good at (207) 975-5165 or clients may email names of staff or board attendees to srueflindquist@gmail.com. All others may attend for $175 per attendee per workshop, or $800 for all 5 workshops. For directions to Maine State Bar Association (MSBA) offices, visit www.mainebar.org.
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Comments about Sarah Ruef-Lindquist's presentations on Planned Giving
"Again, the class was very helpful….it really helped me understand ways to correctly communicate different planned giving methods to my donors. The class was clear and easy to follow, and it was very obvious that you know the topic inside and out!"
"You deserve the greatest applause for a truly fascinating presentation...you make topics that would be dry and tangled under anyone else's direction bloom straight and tall. Thank you so much for opening my mind (and my board member's) to one more facet of the planned giving world. I can't wait to give my Board one of those (valuation) reports!"
"Great job, as always"
"Sarah made a complex topic accesible. I came in knowing nothing. Now I know at least which questions to ask"
Workshop participants, Demystifying the NCPG Valuation Standards for Charitable Gifts, July 2008
"The evaluations for this session are fantastic: 'Best Session'; 'Outstanding'"
Maine Coast Heritage Trust Annual Maine Land Trust Network Conference 2007, staff and participant evaluations
"Open, easy presentation syle"
"(Materials are) Superb. Looking forward to revisiting them frequently"
"Opened my eyes to aspects of planned giving I have never experienced"
Maine Association of Non Profit Skillbuilder 'Planned Giving to Build Sustainability' September 2007, participant feedback
"Her pace was perfect and her use of the materials - providing just enough information on the side - produced a fascinating sesson."
Maine Association of Non Profit Skillbuilder 'Planned Giving - Beyond the Basics' - September 2006, participant feedback
"Your presentation was fabulous and the only complaint was 'not enough time!' More typical was 'enthusiastic and knowledgeable'. I agree."
Maine Coast Heritage Trust Maine Land Trust Network 2008 Conference, staff and participant evaluations
