On September 15th, plan to join us either in Ellsworth or in Portland for the following webinar offered through the Planned Giving Group of New England.

“Fundraise on Purpose: Applying Sales Disciplines to Fundraising”

This program is FREE for Maine Planned Giving Council members and $25 for non-members.

Time: 11:00 am – 12:00 pm (Please plan to arrive by 10:45 am)

Locations: Maine Community Foundation, Portland, Maine

Bar Harbor Banking and Trust, Ellsworth Maine

Presenters: Joe Tumolo, Vice President of Sales for The Planned Giving Company & Liz Cahn, President of Gift Planning and Fundraising Services

Program Description: Fundraising is just like selling. In this new fundraising climate, PGO’s and MGO’s need to be more deliberate in how they fundraise. With budget cuts and donor hesitancy, it is more important than ever to have a system in place. We’ll apply proven sales disciplines to fundraising. Joe has been selling for over 25 years. Liz has been fundraising for over 20 years. They will combine their vast experience to provide practical ideas that attendees can implement the very next day!

Biographies:

Liz Cahn started Gift Planning & Fund Raising Services in 2009. A 19-year veteran of educational fundraising, Liz has served a number of institutions including Brooks School, Phillips Academy, Tufts University, and Concord Academy. Liz is actively involved in a number of professional organizations and is currently serving as a board member of the Friday Forum and is a past Board member of the Planned Giving Group of New England. Recent speaking engagements include CASE District 1, WID, PGGNE, AFP and NEAHP, Women in Philanthropy of Western, MA and the Planned Giving Group of Central Mass and CASE/NAIS. Liz also volunteers for her alma maters Buckingham Browne & Nichols School & Bowdoin College, and is a volunteer in a number of local organizations.

Joe Tumolo has been in direct selling since graduating from Saint Joseph’s University in 1984 with a BS in Marketing. For the last 7 years Joe has been VP of Sales for Virtual Giving and The Planned Giving Companies, where he has built a client base of over 200 organizations. Previous sales experience includes Lever Brothers and Memorex, where he was awarded National Salesperson of the Year, as well as a family printing and direct mail business. Joe is also a member of the Planned Giving Council of Greater Philadelphia and is actively involved as a volunteer for a number of charitable organizations, including The Make a Wish Foundation of Philadelphia and Susquehanna Valley, The Leukemia and Lymphoma Society, and The Chosen 300 Mission in Philadelphia.

To Register:

To register for the presentation in Ellsworth: (135 High Street behind Bar Harbor Bank Branch – for more detailed directions, email Sarah Robinson): srobinson@bhbt.com

Both members and non-members should register by emailing Sarah Robinson at srobinson@bhbt.com. In addition, non-members can send a check for $25, made out to the Maine Planned Giving Council, to Maine Planned Giving Council, c/o Brian Dietz, Treasurer, Portland Financial Planning Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.

To register for the presentation in Portland:

Both members and non-members should register by emailing Jen Southard at jsouthard@mainecf.org. In addition, non-members can send a check for $25, made out to the Maine Planned Giving Council, to Maine Planned Giving Council, c/o Brian Dietz, Treasurer, Portland Financial Planning Group, LLC, 477 Congress Street, Suite 814, Portland, ME 04101.

Directions:

Maine Community Foundation
1 Monument Way, Suite 200
Portland, ME 04101

(207) 761-2440
(207) 773-8832 (fax)

www.mainecf.org

From the North or South

· I-95/Maine Turnpike to I-295

· Continue on I-295 to Exit 7 (Franklin Street Arterial)

· Go to the 4th light and turn right (Congress Street)

· Go to the 3rd light and turn left (Federal/Elm Street but no sign – it is the turn just before the monument in the plaza)

Parking and Entrance

· Go straight ahead into the parking garage. To the left of the parking garage are Mousse Café and Bake Shop and Longfellow Books.

· In the building, 1 Monument Way, take the elevator to the 2nd floor.

· There is also metered parking along Free Street and a parking lot on Free Street directly behind the building. The Free Street entrance to 1 Monument Way is between Maria Antonieta Couture and Compositions. Follow the corridor toward Congress Street to the elevator across from the entrance to Mousse Café and Bake Shop.