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    Photo Credit: Jamie BloomquistSARAH RUEF-LINDQUIST, Esq., CTFA

    Senior Consultant, Planning for Good

    Sarah Ruef-Lindquist received her B.A. from Southern Methodist University and J.D. from Franklin Pierce Law Center. A member of the Iota Class of the Institute for Civic Leadership in Portland, Maine, she also completed the American Bankers Association National Trust School and National Graduate Trust School Programs, and attained her certification as a Certified Trust and Financial Advisor (“CTFA”) in 2005 from the American Bankers Association Institute of Certified Bankers.

     

    Ms. Ruef-Lindquist practiced law for 11 years prior to becoming Vice President for Southern Maine at the Maine Community Foundation, then Vice President and Sr. Administrative Trust Officer at Union Trust Company. In her roles within wealth management she worked extensively with non profit organizations and donors in the creation, management and administration of endowment funds, charitable trusts, private foundations, pooled income funds, gift annuities and has facilitated eight-figure and other complex gifts. She has extensive experience in educating board members and staff in the area of planned giving, and developing the policies and procedures necessary for the solicitation of planned gifts, as well as the policies for their investment and endowment spending. While at Union Trust, she oversaw the development of services tailored for the needs of non profit organizations, including specialized investment management and reporting, and planned giving support services.

    Ms. Ruef-Lindquist, is licensed in Maine, New Hampshire (inactive status) and Federal Courts of both jurisdictions. She is a member of the New Hampshire, Maine State and American Bar Associations, as well as the Partnershipfor Philanthropic Planning, formerly the National Committee on Planned Giving, the Maine Planned Giving Council, Maine Estate Planning Council and the American Bankers Association and its Insitute for Certified Bankers. She served as president of the Maine Planned Giving Council in 2006 and 2007 and oversaw the production of the premier 2006/2007 Leave A Legacy ™ Magazine for the council.

    She can be reached at 207-975-5165 

    Current trustee positions:

    • Maine Bar Foundation, Executive Committee, Past President, Former Treasurer, Development Committee (former Chair,) Investment (Former Chair) 2004-2011

    • Maine Philanthropy Center, Member Services Co-chair, 2nd Term

    Planned Giving Committees:

    • Coastal Mountains Land Trust

    • Maine Center for Furniture Craftsmanship

    • Maine Initiatives

    • Penobscot Bay YMCA

    • Atlantic Challenge Foundation

    • Georges River Land Trust

    Other Committees:

    • Development Committee, Franklin Pierce Law Center
    • Realizing Maine's Worth Steering Committee, Maine Rural Partner's Initiative

    Former trustee and other volunteer positions:

     

    Maine Planned Giving Council, 2002 - 2007, President, 2006 and 2007

     

    Atlantic Challenge Foundation, Rockland

    Georges River Land Trust

    Habitat for Humanity of Seacoast New Hampshire (founder)

     

    75 State Street, Portland (chair, 2001 - 2002)

     

    Portland Rotary Charitable Fund

     

    Pine Tree Society

     

    Portland Planning Board, Portland

     

    Portland Harbor Museum, So. Portland

     

    Abbe Museum, Bar Harbor, (Chair of Development Committee, 2003 – 2004)

     

    State Theater, Portland

    Camden Conference on World Affairs

    Spannocchia Foundation

    Member, West Bay Rotary Club