Planned Giving Lunch and Learn

Thursday, May 17th from 11:30 AM – 1 PM at the First National Bank, 145 Exchange Street, Bangor (2nd floor community room)

Lunch will be provided!

Speakers include:

  • Jennifer Eastman, Rudman Winchell
  • Nazrin Dixon & Gary Stone, First Advisors
  • Dr. Frank Bragg & Hannah Young, Bangor Public Library
  • Kathy Wadleigh & Sarah McPartland-Good, UMaine Foundation
  • Jeanne Krause & Brad Coffey, Covenant┬áHealth Foundation
  • Jesse Moriarity, United Way of Eastern Maine

Learn about:

  • What planned giving is and leaving a legacy
  • Types of planned giving
  • Learn from donors why and how they are leaving money to organizations in our community
  • Learn from nonprofits about how they are using these planned giving donations
  • Managing an Endowment and Gifts for a future growth as well as Investments options for gifts and Endowments.
RSVP to reserve your spot today with Dawn Spinney at dspinney@rudmanwinchell.com or 207.992.2302