Maine Planned Giving Council 2025 Conference Handouts
PLANNED GIVING IN CAMPAIGNS: CONSIDERATIONS AND A CASE STUDY AT COLBY COLLEGE
Valerie Sherman
Assistant Vice President of Major and Planned Giving at Colby College
INCORPORATING PLANNED GIVING INTO A COMPREHENSIVE PROGRAM
Ian Tovell, Moderator (left)
Director of Development at Ketcha Outdoors
Joseph Pratt (second from left)
Senior Vice President, Senior Wealth Manager, at Bar Harbor Wealth Management
Sarah Robinson (middle)
Director of Gift Planning, The Jackson Laboratory
Alyssa Schoppee (second from right)
Development Director, Mid Coast Hunger Prevention Program
Rick Wells (right)
Independent Consultant
Click Here for Vanguard Beneficiary Designation Handout
Click Here for Endow Your Annual Gift Bar Harbor Wealth Management Handout
TAX LAW UPDATE FOR PLANNED GIVING AND PHILANTHROPY
T. Griffin Leschefske, Esq.
(left)
Partner at Pierce Atwood LLP
Kelly Pelletier, JD, CPA (middle)
Principal at Baker Newman Noyes
Nicholas Porto, CPA, MSA (right)
Principal at Baker Newman Noyes
ONE PERSON, MANY HATS: ACHEIVING SUCCESS IN PLANNED GIVING WHEN YOU’RE THE ENTIRE DEVELOPMENT TEAM
Anna Cooney (left)
CFRE, Director of Donor Engagement at Maine Children’s Home
Sarah McCarthy (middle)
Director of Corporate & Community Engagement at Heart of Maine United Way
Ian Tovell (right)
Director of Development at Ketcha Outdoors
AI FOR PROSPECT SCREENING AND DONOR CONVERSATION
Topher Stephenson
Head of Operations at Aspire Commercial
FROM GOOD TO “JUST RIGHT”: REFINING YOUR PLANNED GIVING PROGRAM FOR MAXIMUM IMPACT
Matt Mullen, Moderator (left)
Associate Director of the University of Maine Foundation
Liz Armstrong (second from left)
Senior Associate Director of Gift Planning at Bowdoin College
Andrew Lardi (second from right)
Executive Director at Tedford Housing
Valerie Sherman (right)
Assistant Vice President of Major and Planned Giving at Colby College
Click Here for Tedford Housing 2025 Fall Newsletter
Click Here for Tedford Housing PPT Slide Deck
Click Here for Colby College Bequest Intention Form Handout
Click Here for Colby College Bequest Handout
Click Here for Colby College Leave Your Mark Challenge Handout
Click Here for Bowdoin College & Brunswick Topsham Land Trust PPT Slide Deck