Planning for Good 2010 Workshop Series

Workshop #2: Developing a Planned Giving Work Plan

· Assessing organizational readiness

· Involving the Board: ensuring sound policy basis

· Setting goals and evaluating success

Augusta:  March 16 Portland: March 23

Workshop #3: Gift Acceptance Policies; Developing and Refining

· Tool for board education and engagement

· Defining risk tolerance and opportunities for both donor and organization

· Donor relations: managing expectations

· Key marketing piece to professional advisors

Augusta: May 17 (NOTE:  THIS IS A RESCHEDULED DATE)

  Portland: May 25

Workshop #4: Marketing Planned Giving

· Identifying prospects and developing strategic, effective outreach

· Print, web, event strategies

· Recognizing the key role of professional advisors

Augusta: Sept. 21 Portland: Sept. 28

Workshop #5: Year In Review:  Updates on Trends, regulatory changes, planned giving environment and outlook

Augusta: Nov. 23 Portland: Nov. 30

LOCATIONS:

AUGUSTA: Maine State Bar Association Offices, 124 State Street, Augusta, ME For directions: www.mainebar.org

9:30a – 12:30a

PORTLAND Cumberland Club, 116 High Street, Portland:

 For Directions: www.cumberlandclub.org

9:00a – 12:00 p.m.

Cost:   $175 per Workshop, $800 for all 5

No charge for board or staff members of Planning for Good clients

****ADVANCE REGISTRATION IS REQUIRED AND SPACE IS LIMITED****

To Register:

Board and staff members of Planning for Good clients should send names of those who wish to attend any or all of the Workshops to srueflindquist@gmail.com.

Others, please do the same, and forward payment to :

Planning for Good, 9 Mill Street, Camden, ME 04843

Registration will be acknowledged via email

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Please read these comments on Planning for Good Workshops and Sarah Ruef-Lindquist’s recent presentations:

"An outstanding format - the interaction among atendees added significantly to the program.  In addition, I updated by PG knowledge"

"examples are great and extremely helpful"

"...gave me lots of great, action ideas once again!  Thank you!!"

"The resources provided were excellent."
 

"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 our 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!"

"You made a complex topic accessible. I came in knowing nothing. Now I know at least which questions to ask."

"Open, easy presentation style"

"(Materials are) Superb. Looking forward to revisiting them frequently"

"Opened my eyes to aspects of planned giving I have never experienced"

"Her pace was perfect and her use of the materials - providing just enough information on the side - produced a fascinating session."