2011 Presentation Schedule:
(FMI on Workshops, visit our 2011 Workshops page
January 20: Charitable Gift Planning, Maine State Bar Association Midwinter Meeting Continuing Legal Education Program, South Portland
Augusta, Portland, February 28: Workshop #1: Policy Foundation and Work Plans
Augusta, March 28 & Portland, April 25: Workshop #2: Increasing the horse power of Planned Giving: Engaging Professional Advisors
April 27 and 28: Introduction to Planned Giving, University of Southern Maine Center for Continuing Education, Portland
Augusta, May 16 & Portland, May 23: Workshop #3: Legacy Societies: Recognition to Steward and Cultivate planned giving donors
May 5: Introduction to Planned Giving, Maine Association of Non Profits SkillBuilder, Belfast
June 4: Colby College Reunion Willows Society Smart Planning Seminar, Waterville
June 9: Advising Clients in Gift and Estate Planning in 2011 and Beyond: The Legacies of EGTRRA 2001 and TRA 2010, MaineGeneral, Waterville
August 17: Charitable Gift and Estate Planning in 2011 and Beyond: EGTRRA 2001 and TRA 2010, Maine State Society of CPA's, Waterville
Augusta, September 26 & Portland, October 24: Workshop #4: Engaging the Board to create success in your Planned Giving Program
Augusta, November 14 & Portland, November 21: Workshop #5: Year in Review 2011 and Outlook for 2012
November 30 and December 1: Introduction to Planned Giving, University of Southern Maine Center for Continuing Education, Portland
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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"
"The evaluations for this session are fantastic: 'Best Session'; 'Outstanding'"
"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"
"Her pace was perfect and her use of the materials - providing just enough information on the side - produced a fascinating sesson."
"Your presentation was fabulous and the only complaint was 'not enough time!' More typical was 'enthusiastic and knowledgeable'. I agree."
