Here's some recent feedback from 2011 Workshop Participants:
"True to form, Sarah provided fantastic recent articles on the subject matter, which makes it easy for me to share relevant info with my collegaues and enhances my negotiating poistion when trying to make the case that gift planning matters....You make it easy to be a gift planning rockstar!" Planned Giving and Major Gifts Director, Health Care
"It is so helpful to have these sessions to keep planned giving issues current in my thinking." Development Director, Conservation Education
Join us at one or all of our Planning for Good 2012 Workshops
#1: Gift Annuities: The basics, tips and best practices
Augusta: January 16 Portland: February 13
#2: Real Estate Gifts:
Acceptance, Documentation and Disposition to optimize value for your organization
Augusta: March 19 Portland: April 16
#3: Trusts & Estates: Effective tracking of administration and distribution
Augusta: May 21 Portland: June 11
#4: Marketing: The role of Legacy Soc Outreach to Professional Advisors
Augusta: September 17 Portland: October 22
#5: Year in Review 2012: a look at trends, tax and other regulations that impact giving, market forces and events in 2012, with an outlook for 2013 and beyond!
Augusta: November 12 Portland: November 19
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****
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
9:30a – 12:30 p.m.
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, 43 Mechanic Street, Suite 300, Knox Mill, Camden, ME 04843
Registration will be acknowledged via email
Please read these comments on Planning for Good Workshops and Sarah Ruef-Lindquist’s recent presentations:
“Great because of her depth of knowledge”
“Sarah really knows her stuff.”
"I now feel empowered…I plan to review our policies and look at donors with fresh eyes. I’m inspired!”
"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."
