Sarah Ruef-Lindquist, JD, CTFA is a Financial Advisor at Allen Insurance and Financial in Camden, formerly CEO of the Maine Women’s Fund, attorney, trust officer and philanthropic advisor focused on trust and estate planning, with significant fundraising experience, especially planned giving. She was 2010 President of the Maine Bar Foundation and founded Planning for Good, a consulting firm to assist nonprofits building their endowments. She received her B.A. from Southern Methodist University and J.D. from Franklin Pierce Law Center, now the University of New Hampshire School of Law.
Sarah has practiced law, was Vice President for Southern Maine at the Maine Community Foundation, Vice President and Senior Administrative Trust Officer at Union Trust Company. In her roles within wealth management, she works extensively with non-profit organizations and donors in the creation, management, and administration of endowment funds, charitable trusts, private foundations, pooled income funds, gift annuities and has facilitated eight-figure and other complex gifts. She has extensive experience in educating board members and staff in the area of planned giving and developing the policies and procedures necessary for the solicitation and stewardship of planned gifts, as well as the policies for their investment and endowment spending.