Gifts through a Will or Trust (Bequest)

By providing for the Foundation in a will or trust, a donor can create a lasting legacy and help those served by UMaine for generations to come without diminishing assets during one’s lifetime.

Creating a Will or Trust

If you are in the process of creating a will or trust and would like to include a gift to support the University of Maine, thank you! We would be happy to help with suggested language and fund descriptions to document how you would like your gift to be used.

“I give and bequeath to the UNIVERSITY OF MAINE FOUNDATION for the benefit of the University of Maine, Orono, Maine (possible choices follow):

  • the sum of $______________; or
  • ____________ percent of my estate; or
  • the property [described here]

to establish the __________________Fund.  The principal is to be endowed and only the distributions, as established by the University of Maine Foundation Board of Directors, shall be used for _______________________.”

The Foundation’s Tax Identification Number is 01-6011501.

Here to Help

The University of Maine Foundation has professional planned giving officers ready to work with you and your advisors. We may be reached Monday-Friday between the hours of 8 am and 5 pm by calling
1.800.982.8503 or via email.

Legal Language

Should you include the University of Maine Foundation in your estate plans, please use the legal name (University of Maine Foundation), the legal address (Buchanan Alumni House, Two Alumni Place, Orono, ME 04469-5792), and the Federal Tax ID number: 01-6011501.

None of the information on this website should be considered legal or financial advice. We encourage you to consult with your own legal counsel or financial/tax advisor before deciding whether or not to proceed with a gift or change to your estate plan.

Having Trouble Getting Started?

Do you need to draft your first will or update your revocable living trust? We’ve created our Estate Planning Guide to help you get started. Of course, please feel free to contact us. We are happy to help.

Let us thank you

Including the University of Maine or its affiliated organizations in your estate plans entitles you to membership in the university’s Charles F. Allen Legacy Society. Your gift need not be irrevocable and we understand that situations change. It is your current expression of commitment to the university that is important. Charles F. Allen Legacy Society members receive a membership certificate recognizing their intentions and a lapel pin. Members are also listed in the Society’s Annual Report and are honored periodically at special events.

If you have already included a gift for the University of Maine in your estate plans or you intend to, please let us know. We would like to thank you for your generosity, ensure that we understand the purpose of your gift, and recognize you as a member of the Charles F. Allen Legacy Society.