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    sarah2.jpgSARAH RUEF-LINDQUIST, JD, 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, while not active in the practice of law, is licensed in Maine, New Hampshire 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 and the American Bankers Association. 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