Planned Giving Topic of Workshop for Local Non-Profits

February 15, 2019

Allen Financial of Camden advisors and wealth managers Abraham Dugal and Sarah Ruef-Lindquist, JD, CTFA, were the featured speakers for United Midcoast Charities at Allen’s offices in Camden in early February. They spoke about issues surrounding how to grow endowments through planned giving, when donors seek to provide long-term support through gifts that can be … Read More

Planning Giving Seminar for Area Non-Profits

May 24, 2018

Allen Financial of Camden advisors and wealth managers Sarah Ruef-Lindquist, JD, CTFA, and Abraham Dugal were the featured speakers at an event attended by a number of Maine non-profit organizations, held at and hosted by the Island Institute in Rockland. Dugal and Ruef-Lindquist presented the program “The Ultimate Equation: Donor Passion + Thoughtful Planning = … Read More

Sarah Ruef-Lindquist Featured Speaker at May meeting of the MDI Nonprofit Alliance

May 11, 2018

Sarah Ruef-Lindquist, JD, CTFA of Allen Financial was the featured speaker at the May meeting of the MDI Nonprofit Alliance (MDINA) held recently at the Acadia National Park Headquarters offices. MDINA is a collaborative group of nonprofits in the Mount Desert Island area who share event planning, development and other resources, including educational programming, to … Read More

Sarah Ruef-Lindquist Takes Part in Panel Discussion at Maine Planned Giving Council Meeting

November 2, 2017

Sarah Ruef-Lindquist, JD, CTFA, a financial planner at Allen Insurance and Financial in Camden, recently participated in a panel discussion at the Maine Planned Giving Council’s conference held in South Portland attended by approximately 150 professionals involved in the gift planning industry. Attendees included development professionals and executives from non-profit organizations, and professionals who advise … Read More

Good News for Maine Non Profit Organizations

October 6, 2017

By Sarah Ruef-Lindquist According to Giving USA 2017, philanthropy grew to a record $390.05 billion in 2016 to U.S. charitable organizations, 2.7% more than 2015, another record-setting year. It may have helped that personal consumption and disposable income were up by almost 4%, and that the S&P ended the year 9.5% higher than it began, … Read More

E-Newsletter for Non-Profits, September 2017

September 8, 2017

We’re pleased to share the September 2017 edition of our Non-Profit Navigator. Click here to read it (PDF, new window). Topics in this edition include Giving Trends, Directors and Officers Liability coverage; the Employee Retirement Income Security Act (ERISA). If you would like to receive this newsletter by email, please contact Sarah Ruef-Lindquist at srueflindquist@allenfg.com.

Good News for Maine Non-Profits

June 26, 2017

By Sarah Ruef-Lindquist According to Giving USA 2017, philanthropy grew to a record $390.05 billion in 2016 to U.S. charitable organizations, 2.7% more than 2015, another record-setting year. It may have helped that personal consumption and disposable income were up by almost 4%, and that the S&P ended the year 9.5% higher than it began, … Read More

Newsletter for Non-Profits, May 2017

May 15, 2017

We’re pleased to share the May 2017 edition of our Non-Profit Navigator.  Click here to read it (PDF, new window). Topics in this edition include Planned Giving and Understanding Employee Benefits Liability. If you would like to receive this newsletter by email, please contact Sarah Ruef-Lindquist at srueflindquist@allenfg.com.

5 Tips for Larger and Planned Gifts

May 11, 2017

From Sarah Ruef-Lindquist The following are organizational and operational “standards” that can be appealing to foundations, donors & their advisors. If you have others you would be willing to share, please email me and let us know what they are. 1. Make your board-adopted Gift Acceptance Policy available online and on paper to professional advisors … Read More