Online Workshop: Planned Giving and Endowments

  • 27 Jan 2022
  • 10:00 AM - 11:30 AM
  • Online
  • 48


  • MAM members can log in (blue button in the top-left corner) to register at this discounted price. If you're not already a member of MAM, join now to get this discount!

Registration is closed

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!

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