Planning for Good and Sarah Ruef-Lindquist have strategic alliances with a number of organizations intended to maximize access to information and optimize gift planning success:
American Banker Association, and its Institute for Certified Bankers. As a Certified Trust and Financial Advisor (“CTFA”), Sarah Ruef-Lindquist participates in continuing education and training to support the consulting work of Planning for Good, staying abreast on pertinent planning and investment issues. Visit www.aba.org
American Bar Association and the Real Property, Probate, Trust & Estate Section. As a member of the Association and Section, Sarah Ruef-Lindquist participates in continuing education and training to support the consulting work of Planning for Good, staying abreast on pertinent trust, probate and estate planning issues. Visit www.abanet.org
Association of Healthcare Philanthropy. Focused on the needs of healthcare and the aspect of development related to it, AFP provides networking and education opportunities to development professionals, as well as a resource for data and study about healthcare philanthropy. Visit www.ahp.org
Maine Association of Non Profits. Sarah Ruef-Lindquist is a Skillbuilder presenter, providing pro bono instruction several time a year on Gift Planning topics to board and staff of Maine’s non-profit organizations. Visit www.nonprofitmaine.org
Maine Estate Planning Council. Sarah Ruef-Lindquist is a member, participating in networking and continuing education in the field of estate planning and charitable gift planning. Visit www.meepc.org
Maine Philanthropy Center: Planning for Good is an allied professional member, listed on their web site, and Sarah Ruef-Lindquist is a long-time a board member. Visit www.mainephilanthropy.org
Maine Planned Giving Council. Sarah Ruef-Lindquist is an active member, board member and Past-President. The Council provides professional networking and local education opportunities for gift planning professionald and for professional advisers. Visit www.mpgc.org
Partnership for Philanthropic Planning. Sarah Ruef-Lindquist is a member of this national organization to support the industry, and Planning for Good is listed on their web site as a gift planning consultant. Visit www.pppnet.org
University of Southern Maine Center for Continuing Education. Sarah Ruef-Lindquist is an instructor for the two-day course, Introduction to Planned Giving, a required course in the Fund Raising Certificate within the Non Profit Management program. Visit www.usm.maine.edu/cce/nonprofit.htm
