Events Hosted by Maine Archives & Museums

Maine Archives and Museums offers professional development workshops, an annual conference, and other events, often in collaboration with local collecting institutions.

Most events are recorded and recordings are made available to those who register. Check the individual event descriptions or email info@mainemuseums.org to confirm.

To register for events using the MAM mobile app by Wild Apricot, click one of the buttons below.



If you would like to present at or host future programs or have any suggestions, please email info@mainemuseums.org.

Click here to view events organized by MAM members.

Members: log in first to access members-only discounts on event registration. Email info@mainemuseums.org if you have trouble logging in.

Upcoming MAM events

    • 27 Jan 2022
    • 10:00 AM - 11:30 AM
    • Online
    • 59
    Register

    Planned Giving and Endowments

    Sustainable Funding for Your Institution


    This workshop will present two tools for funding your nonprofit institution: endowments and planned giving.

    An endowment is a bundle of investments that can fund your organization's operations in the long term — a one-time gift that keeps on givingMost endowments are designed to keep the principal amount intact, to grow over time, while using the annual investment income to carry out the work of the organization’s mission. Establishing an endowment lets donors know your organization is planning ahead and building the necessary assets for future sustainability. By investing the endowment assets in well diversified, high quality investments you are able to use the income generated from these investments to cover expenses without touching the principle. We will be discussing the importance of having an Investment Policy and Spending Policy and how the two influence the investment allocation of the endowment's portfolio.

    Planned giving refers to a donor's intent to make a major contribution to an organization upon their death. We will discuss methods of planned giving and factors that determine suitability for donors. We will also cover issues regarding planned giving, donor relations, and obstacles to giving from an estate planner’s perspective. Participants will leave with tools for discussing planned giving with current and prospective donors.

    Presenters will take questions following their presentations. A recording of this event will be shared with registered participants.


    Your presenters


    Christopher J. Shelton is Portfolio Manager for First National Wealth Management and will be presenting on endowments. Prior to joining First National, Chris worked as a Financial Advisor at Morgan Stanley in Portland for over 7 years. Chris graduated from the University of Maine with a BS in Business Administration with a Finance Concentration in 2010. Chris has completed his Series 7, 63 and 65 licenses. Chris currently resides in Ellsworth with his wife, two sons, and two dogs.



    Nicholas Walton is Portfolio Manager for First National Wealth Management and will be presenting on endowments. Prior to joining First National, Nick worked in Boston for twenty years, and with MFS Investment Management since 2006. Nick earned a Bachelor of Science degree in Finance at Bentley University and is a holder of the right to use the Chartered Financial Analyst designation®. Nick lives in Bar Harbor with his wife, enjoys volunteering in the community, and spending time in Acadia National Park.



    Rebecca Sargent is an attorney and Partner at First National Wealth Management and will be presenting on planned giving. Prior to establishing her own law practice in estate planning, probate, and real estate, Rebecca was Senior Vice President & Senior Trust Officer at Union Trust Company (now Camden National Bank) from 1994 to 2008. Before that, she practiced law at Loughlin & Wade in Portsmouth, NH. Rebecca holds a B.S. degree in Business Administration from The Pennsylvania State University and a J.D. degree from the University of Maine School of Law. An Ellsworth native, Rebecca's passions include gardening and golfing.


    Attending an Online Workshop

    To participate in this online workshop you will need access to a computer or mobile device with an internet connection.  We will be using Zoom to host this event as an online videoconference.  Once you register, you will immediately be sent instructions for logging in via automatically sent email.

    If you do not have access to a computer or mobile device with an internet connection, you will still be able to call in on a telephone, but you will unfortunately not be able to see any of the participants or visuals. 


    Online registration will be open through January 27. Attendance is limited to 90 people; register soon to save your spot!

    Registration is free for members.  Non-members pay $15.

    Members of MAM enjoy discounted registration (MAM members please log in first).  If you're not a MAM member, join today!

    • 28 Jan 2022
    • 10:00 AM - 11:30 AM
    • Online
    • 87
    Register

    Retirement Plans and Executive Lines of Credit

    403(b)s and Flexible Loans for Nonprofits


    This workshop will present two financial tools for your nonprofit institution: 403(b) retirement plans and investment accounts with executive lines of credit.

    A 403(b) plan is the nonprofit equivalent of a 401(k). This session will introduce how they work with an overview of the rules and plan options available. Collecting institutions with employees should consider offering their staff a plan to increase employee retention.

    An executive line of credit is a type of flexible loan that provides funding for short-term needs. This session will focus on using an investment account as collateral for an executive line of credit, including rough rough costs and examples of when and how to use one. While your investment account is working for you, you are not tying up funds needed for a long-term or short-term project or operating costs.

    Presenters will take questions following their presentations. A recording of this event will be shared with registered participants.


    Your presenter


    Amanda Gardner is Financial Advisor for First National Investment Services. A lifelong Maine resident, Amanda has worked in the financial services industry since 2004. She currently is the Financial Advisor and Business Development Officer for Hancock and Washington Counties. She resides in Edmunds Township with her husband Chris and their 3 children.


    Attending an Online Workshop

    To participate in this online workshop you will need access to a computer or mobile device with an internet connection.  We will be using Zoom to host this event as an online videoconference.  Once you register, you will immediately be sent instructions for logging in via automatically sent email.

    If you do not have access to a computer or mobile device with an internet connection, you will still be able to call in on a telephone, but you will unfortunately not be able to see any of the participants or visuals. 


    Online registration will be open through January 28. Attendance is limited to 90 people; register soon to save your spot!

    Registration is free for members.  Non-members pay $15.

    Members of MAM enjoy discounted registration (MAM members please log in first).  If you're not a MAM member, join today!

    • 14 Mar 2022
    • 9:30 AM - 10:30 AM
    • Online!
    • 97


    Maine archives, historical societies, and museums are valuable economic engines in their communities, contributing millions of dollars to Maine’s economy, and enticing visitors to stay longer, spend more, and return in the future.  However, their value is more than dollars and cents, these collecting organizations create the unique feel of our communities, while preserving and sharing our most cherished history, art, and culture.  These Maine institutions, found in communities - large and small, rural and urban - provide opportunities for our citizens to understand where we have been and who we are as a society; they offer places where we can contemplate beauty and meaning in our lives, provide a sanctuary where we can refresh our spirits and reflect on our lives.  Archives, museums and historical societies can educate and inspire all ages, from the senior living in retirement, to the child just beginning school and learning about both our individual and common heritage.  Investment in the arts and humanities is essential to our well-being as Americans, and to the generations who will follow us.

    As valued partners in our communities and the state, our collecting institutions need protection. At risk are vital funds through state and national granting organizations.  Join us as we listen, learn, and celebrate all these attributes at Maine Museums Day!


    Rev Up!

    Monday, March 14, 2022, 9:30AM-10:30AM

    What does 2022 hold for the potential governmental impacts on museums in Maine? Get your tips and updates to launch your day of socially-distanced advocacy. Join NEMA's executive director, Dan Yaeger, and director of engagement, Meg Winikates, for an information and training session. 


    Regional and National Advocacy Events Feb-Mar

    February 16, 17, and 25, our friends at the New England Museum Association (NEMA) are hosting a series of online events called Advocacy Camp that are available to MAM members for free.  These events lead up to the American Alliance of Museum's Museums Advocacy Day on February 28 and March 1.  NEMA is extending their registration discount for this national event to MAM members, which can be accessed here.  Maine Museums Day is held this year in conjunction with NEMA's New England Museum Week, which offers a host of state-specific events March 14-18.


    Attending Maine Museums Day online

    To participate in this online event you will need access to a computer or mobile device with an internet connection.  We will be using Zoom to host the presentation as an online videoconference.  Once you register, you will immediately be sent instructions for logging in via automatically sent email.

    If you do not have access to a computer or mobile device with an internet connection, you will still be able to call in on a telephone, but you will unfortunately not be able to see any of the participants or visuals. 


    Online registration is free and will be open through March 14.  We encourage collecting institutions, their volunteers and staff, students, and supporters across the state to attend.


    Spread the word

    Please use these materials to communicate about Maine Museums Day and about the impact of collecting institutions.


    Thank you to our event partner!

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Maine Archives and Museums

P.O. Box 784, Portland, Maine 04104

207-400-6965

info@mainemuseums.org 


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