Pandemics and Planned Giving was the topic of a presentation made by Sarah Ruef-Lindquist, JD, CTFA at the Northern New England chapter of the Association of Fundraising Professionals annual conference, held Nov. 3 and Nov. 4.
Ruef-Lindquist, a financial advisor at Allen Insurance and Financial in Camden, Maine, said the COVID-19 pandemic drove people to focus on estate planning, while the confluence of historic stock and real estate values, potential estate and income tax changes and compelling societal need has laid the groundwork for many fruitful conversations with organizations’ most loyal supporters.
Ruef-Lindquist explored these dynamics, which she said could impact gift planning for years to come. Attendees at the conference, held in Manchester, N.H., included approximately150 fundraising and non-profit professionals from across Maine, New Hampshire and Vermont.
Ruef-Lindquist has had a role in planned giving as an attorney, former trust officer and philanthropic advisor and consultant to non-profits across New England. She is outgoing president of the Maine Planned Giving Council and she previously served as vice president for Southern Maine at the Maine Community Foundation and CEO of the Maine Women’s Fund.
Allen Insurance and Financial is an employee-owned financial services, insurance and employee benefits company with offices in Belfast Camden, Portland, Rockland, Southwest Harbor and Waterville. 31 Chestnut St., Camden, Maine 04843. Securities and Advisory services offered through Commonwealth Financial Network ®, member FINRA/SIPC, a Registered Investment Advisor. Online: AllenIF.com
The Certified Trust and Financial Advisor (CTFA) designation awarded by the Institute of Certified Bankers, American Bankers Association.