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

Enews for Non-Profits,
February 2019

February 14, 2019

The impact of 2017 tax reform on charitable giving and the rise of donor-advised funds. That and more in Sarah Ruef-Lindquist‘s latest enews for non-profits. http://ow.ly/xDjv30nHIEo Want to subscribe? Email newsletter@allenif.com

What to do in Case of an Auto Accident

January 11, 2019

You’re involved in an auto accident. It’s a stressful time but it’s important to remain focused and attentive or find someone who can do that for you. It is imperative to attend to the injured first, move out of the right of way if possible, call 911 and wait for help. As your insurance agency, … Read More