Health & Human Services, Enrichment, and Business and Management Enrichment Health and Human Services Business & Management

Introduction to Planned Giving

Planned giving is an aspect of development growing out of the deepest, most profound relationships between donors and non-profit organizations. Planned gifts - typically absorbed into endowment funds - generally involve more complicated gift arrangements than current gifts of cash or marketable securities. They also typically begin at the 6 figure level, involve gift, estate and/or income tax benefits to their donors, and can increase significantly the financial resources of nonprofit organizations for their long-term operation. In this course, we will review and explore:

  • organizational prerequisites, including board and staff roles
  • underlying policies and procedures
  • the industry of planned giving
  • wealth transfer and tax implications that incentivize planned gifts
  • mechanics of planned gifts
  • resources to support planned giving programs (e.g. allied professionals, web-based services)
  • the concept of appropriate donor recognition and stewardship

We will also discuss how to identify potential planned giving opportunities.

Sarah Ruef-Lindquist, J.D., is a graduate of the Institute for Civic Leadership and a Certified Trust and Financial Advisor ("CTFA"). She has practiced law, was Vice President for Southern Maine at the Maine Community Foundation and Sr. Administrative Trust officer at Union Trust Company. She is a frequent writer and speaker on the topics of trust and estate planning, charitable gift planning and planned giving.

Tuesday, April 29, and Wednesday, April 30, 9 a.m.-4 p.m.

Registration has ended. Please browse courses for future offerings of this course.

$285 (12 contact hours/ 1.2 CEUs)
Abromson Center, 88 Bedford Street, USM Portland campus


Class meets 4/29 & 4/30.