Utilizing the Flexible Endowment Program at the University of Maine Foundation to Create a Family Legacy that Celebrates Education and Travel with Multiple Scholarships Honoring Admirable Women

Steve and Gail

Steve Norton and Abigail Daley

When Doris “Dot” Berry Norton died in 1995, her four children—Steve Norton (a member of the UMaine faculty since 1968), Abigail Norton Daley, David Norton, and Robert Norton—wanted to do something special to honor her memory.  Dot had graduated from Radcliffe College with a bachelor’s degree in French. She strongly believed in the transformative power of education and travel. She spent a post-Radcliffe year studying at the Sorbonne University in Paris. She encouraged and provided all her children with the opportunity for post-secondary education on a 4th-grade, newly minted teacher’s salary as a single parent.

Her children concluded that creating a named, permanently endowed scholarship fund that would enable students to study abroad would be the perfect legacy for her. Having decided that, they approached Dot’s alma mater about possibly establishing a fund there. They were told that creating such a named fund would require a minimum of $250,000, which was considerably more than the family had set aside. They next approached Princeton University where Steve completed his undergraduate degree, and were again told the minimum required would be in six figures. Despite pooling their resources, the minimum required by these Ivy League institutions was too high for the family to manage.

The Doris Berry Norton Travel Scholarship Fund

Determined to find a way to honor his mother’s memory, Anne Norton (Steve’s wife Annie (Peer), UMaine Class of 1958, with an MAT in French, 1970) and Steve approached the UMaine Department of Foreign Languages, chaired by Professor William Small. Small visited with the siblings and their spouses; he recommended working with the University of Maine Foundation. Steve learned that it would be possible to create a named, endowed travel scholarship in his mother’s memory for a minimum of $10,000, which could be paid over a period of several years. The family leaped at the opportunity and, in 1996, created the Doris Berry Norton Travel Scholarship Fund. This fund is now sufficiently endowed to enable UMaine students to travel to and from any University abroad for one or two semesters in a country where English is not the first language. If the University of Maine Foundation had been less flexible, what followed would likely not have occurred.

The Paula E. Peer Scholarship

Paula Peer, Anne’s mother, was born in Yorkshire, England, during World War I, lived in Belgium until 1938, and emigrated to the United States from Antwerp, Belgium, with her family in 1938. After the family’s immigration to the U. S., Anne’s family eventually settled in Blue Hill, Maine. Because Paula’s husband served in the Agency for International Development (AID) and the International Monetary Fund (IMF), she traveled to and lived in many countries. Through this travel, Paula had the opportunity to become immersed in different cultures and became fluent in five languages. She was also an accomplished artist and earned a Bachelor of Fine Arts degree from the University of the Americas in Mexico City, Mexico. Paula’s extensive travels gave her the opportunity to expand her studies to many different art forms. She also loved classical music and the performing arts. 

To celebrate, Paula, Anne, and Steve created the Paula E. Peer Scholarship fund in 1998. This fund supports UMaine students studying art and music in countries where English is not the first language. For nearly a decade until her death in 2014, Paula enjoyed how much the scholarships named in her honor helped their recipients. She was pleased to be honored. The fund will continue to help UMaine students for generations to come and is a wonderful tribute to Paula.     

The Henriette C. Murphy Scholarship

Paula Peer, Anne, and Steve decided to endow a third scholarship at the University of Maine Foundation when Anne’s favorite aunt, Henriette (Rita) Murphy, died in 2008. Rita lived in Antwerp, Belgium, where Anne was born, and spent her life caring for children with M.S.  She commonly would take a group of children to the Brugge coast for a week or more at her own expense. The Henriette C. Murphy Scholarship, which has focused on UMaine students with disabilities, became a reality in 2008. Rita lived long enough to see the new building she endowed in Antwerp that housed M.S.-afflicted children and their parents. Amy Sturgeon, Assistant Director of Student Accessibility Services, recently expressed her gratitude for her program, saying:

“Since 2008, the Henriette C. Murphy Scholarship has greatly impacted students with disabilities attending the University of Maine. The scholarships have allowed many students to achieve their educational goals that would have otherwise been impacted by financial and other barriers.”

The Annie (P.) Norton Memorial Scholarship
Anne Norton taught French and Spanish for more than 25 years at Bucksport High School and Hampden Academy and traveled abroad every year with her students to Spain, France, or the French possessions St. Pierre and Miquélon.  She believed that immersion in other cultures was critical to understanding ourselves and others.  Sadly, Anne passed away in 2009, just a year after Henriette. Over the course of her lifetime, Anne mastered French (her father spoke only English to her in Belgium, knowing the family would emigrate to America when she was two years old), Spanish, German, and Norwegian.  Steve and Anne’s three children (David Thurlow, Lisa Hydrick, and Stephen Norton) endowed the Annie (P.) Norton Memorial Scholarship fund at the University of Maine Foundation in 2009 —again, a travel fund to help UMaine students studying abroad in a country where the first language is not English.

The travel scholarships established by the Norton family honor the spirit of adventure and the importance of cross-cultural immersion. These endowed scholarships are making, and will continue to make, a tremendous impact on the lives of UMaine students. The Director of the Office of International Programs, Orlina Boteva, said,

“The Norton/Peer family has been helping UMaine students study abroad for nearly 30 years.  Over the years since their inception, more than 40 students have received scholarships from the Doris Berry Norton Scholarship, the Paula Peer Scholarship, and the Annie (P.) Norton Scholarship. The scholarships are intended to cover the travel expenses for students studying abroad where English is not the first language. Students who received one of these scholarships have spent one or more semesters in Australia, Austria, Bulgaria, Chile, China, Costa Rica, Czech Republic, Germany, Italy, Japan, Jordan, South Korea, Spain, Tanzania, and Ukraine (before the war). They returned to UMaine full of memorable stories, new skills and friendships, and described their study abroad experience as transformative.”

Through the four endowed scholarship funds the family has created at the University of Maine Foundation, their legacy of kindness has changed the lives of UMaine students.

Steve Norton wrote:

“Creating these endowments that allow Maine students to advance into the world has been a very rewarding experience for my late wife Anne and me, especially when we received letters and notes from abroad or locally, acknowledging what a difference my family and I made in their lives. Bill Small would be pleased that we followed his lead. When these students are able to support other students’ aspirations, I know the University of Maine Foundation stands ready to help them advance opportunities for UMaine students from anywhere. The Foundation has always listened to what we wanted to accomplish, and we have reacted as a team toward any refined goals.”

New Fund created by Steve Evans and Jennifer Moxley

New Fund created by Steve Evans and Jennifer Moxley

Passionate supporters of UMaine’s lively and long-standing literature programs at the undergraduate and graduate level, Steve Evans and Jennifer Moxley joined the UMaine faculty in 1999, drawn by the international reputation of and strong institutional support for the Center for Poetry and Poetics (then called the National Poetry Foundation). The couple helped to start the New Writing Series with their colleagues in the English department during their first year.

Evans and Moxley found community among those championing the creation of the McGillicudy Humanities Center. Steve served on the inaugural faculty advisory board set up by Dean Jeff Hecker to create a Humanities Center within the College of Liberal Arts and Sciences, and Jennifer was director of the Center when Clement and Linda McGillicuddy made their naming gift in July of 2018. Jennifer was also instrumental in the creation of the Undergraduate Fellowships that the Center awards to students from all majors who wish to pursue sustained research in the arts and humanities.

Their devotion to UMaine literary programs continued to expand. In their own words:

Initially, we thought we might just make a one-time contribution to [the McGillicuddy Humanities Center affiliated funds] as a quiet way of saying “thank you.” In a conversation over tea on our front porch facing Main Street in Orono one bright June day, Terri Beyer and Matt Mullen wondered if we might not consider lending our names to the roster of supporters. We promised we would talk it over and after several dinner-table debates we hit upon “the Moxley-Evans Fund for Literary Arts” as a complement to the Schmelzer-Livingston Fund for the Center for Poetry and Poetics, the Eaton Family New Writing Series Fund, and other UMaine Foundation donor investments (past and future) in the literary arts, with an emphasis on poetry. Our goal is to widen the horizons of students by supporting the creation, performance, and study of innovative literature at UMaine long after we’ve retired.

Steve and Jennifer share their enthusiasm with their students in the English Department and the McGillicuddy Humanities Center. Their generosity will allow students the opportunity to pursue their literary and poetic aspirations in a well-known and well-supported program. With their fund just finalized in January 2023, Evans and Moxley express their sincere intentions for it: “Orono has long been on the international map of modern and contemporary literature and our Fund is intended to help keep it there indelibly.”



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.

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Employee Giving: Gus De Siervo

Employee Giving: Gus De Siervo

August “Gus” De Siervo is a donor with a big heart, whose generosity spreads to his family, loved ones, and the University of Maine. Starting in 1969, Gus was a professor in the Biochemistry and Microbiology department for 30 years during which he shared his passion for STEM education with his students and fellow faculty members, “I was very happy working at the University of Maine for 30 years. I worked in the department and I really enjoyed it and enjoyed the people. I didn’t go to school here — I went to graduate school and post-graduate at Rutgers in New Jersey and New York University Medical school before I got the job here — but I felt this was really my home.”

In his retirement, Gus made the decision to honor his loved ones while also helping students with the financial burden that comes with higher education. He has established 3 scholarships in memory of his loved ones who have died and has allocated money to students who share the passions they did in life.

Alexander Mykytiuk was Gus’ father-in-law. He passed away in 1986 and left behind his love for classical music. Alexander was the maestro for the Kyiv Symphony Orchestra in Ukraine and his wife was a concert pianist. When the second world war began, Alexander and his family had to leave Ukraine and the symphony behind. They eventually ended up in New Jersey where their daughter, Liuba, attended college and met her future husband, Gus. Alexander had a degree in law as well as music, and upon coming to the U.S. he was able to continue using his musical knowledge and skill. When he died, Gus decided to memorialize him through a scholarship that would assist undergraduate students studying classical or choral music at the University of Maine.

Gus met Liuba Mykytiuk in an undergraduate microbiology class. They graduated, married, pursued careers in their fields, and had three children. Liuba worked as chemist before moving to Maine and encouraged Gus to continue his studies through a Master’s and Ph.D. program. Becuase of this, he was able to be hired as a Microbiology professor at UMaine. Sadly, Liuba passed away from an illness shortly after moving to Orono. Gus created a scholarship fund in her name for undergraduate microbiology students to honor her passion as a scientist and the story of how they met.

Later, Gus met Hazel Burgess who before meeting Gus, worked and lived in New York City  where she enjoyed and appreciated the performing arts. Hazel and Gus married and she moved to Orono where she legally adopted and created close bonds with Gus’ children and the Orono community. After she passed away, Gus provided a scholarship for students in the theatre and musical productions at UMaine as a way to honor her memory.

We appreciate Gus for keeping the memory of his loved ones alive through supporting students at the University of Maine.

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.

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UMaine Professor created Student Essentials Fund

UMaine Professor created Student Essentials Fund

Professor Pankaj “Pank” Agrrawal, Ph.D. has proven his deep care and commitment to the success of UMaine students. Pank created the Student Essentials Fund here at the Foundation in 2019 and continues to contribute to its value as a way to support students with expenses associated with their degree progress. Because of his generosity, business students can now receive assistance purchasing course materials such as books and calculators, exam fees, and even transportation, housing, food, and winter clothing.

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.

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UMaine holds virtual groundbreaking for $78 million Ferland Engineering Education and Design Center

UMaine holds virtual groundbreaking for $78 million Ferland Engineering Education and Design Center

April 28, 2020

Today, donors, architects, builders, alumni, friends and colleagues will celebrate the official groundbreaking ceremony for the University of Maine Ferland Engineering Education and Design Center. Due to coronavirus pandemic protocols, the previously planned in-person event is virtual and available online. Construction of the 105,000-square-foot facility will begin in May, with workers following appropriate COVID-19 health and safety guidelines.

The project is expected to be completed in spring 2022. Members of the UMaine Class of 2023, who entered as first-year students in fall 2019, will complete their senior capstone projects in the center. The groundbreaking for the Ferland Engineering Education and Design Center (Ferland EEDC), which has been in the planning and fundraising stages since 2013, is a significant milestone, says Gov. Janet Mills.

“This is an exciting opportunity for UMaine students to learn skills in emerging fields in state-of-the-art classrooms in biomedical and mechanical engineering labs. And once we’re on the other side of this pandemic, it will be another crucial tool to help us address our workforce challenges, which is critical to the growth of our economy and our success as a state,” Mills notes in her video message for the virtual groundbreaking.

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.

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Creating Planning Documents in a Pandemic

Creating Planning Documents in a Pandemic

We face uncertain and chaotic times. Perhaps, we also have more time on our hands given our efforts to observe social-distancing guidelines or shelter-in-place-orders. Whatever the exact reason, Google has reported that more people are searching for information about how to create a will than ever before. There has also been an increased interest in preparing lifetime documents such as advance health care directives and powers of attorney.

Who Can Help?

Even during times of social distancing, you do not need to do this alone. Most estate-planning lawyers continue to work from home and would be very happy to help you with your planning. Reaching out to a lawyer for help with this process generally is wise as each person’s situation is different and state law, which governs these areas, can vary considerably from state to state.

Also, the cost of creating simple estate-planning documents does not need to be exorbitant. In fact, these expenses are often far less than people expect. A simple will could cost as little as a few hundred dollars. Certainly, the expenses and labor caused if these documents are not in place, or if they are done improperly, would typically far exceed the cost of their being prepared correctly in the first place.

If you are considering including a gift of support to the University of Maine in your plans, the planned giving officers at the University of Maine Foundation are also available to help. Just call or email the Foundation and you will be connected to a planned giving officer who can help.

What Documents Should I Consider?

If you are just starting to think about the process, some or all of the following documents may be helpful as part of a complete plan.

Advance Health Care Directive: An advance health care directive allows you to give instructions about your own health care decisions and/or to name someone else to make these decisions for you, typically in the event you become incapable of making your own decisions.

Power of Attorney: A power of attorney may be used to grant power to another person to make decisions about your property and to use your property on your behalf. This power can take effect immediately or only if you become incapacitated.

Will: Having a will serves several purposes but its most important is making a difficult time less difficult. A will allows you to:

  • Name a personal representative: This person will organize your affairs and handle your assets according to your intentions.
  • Identify the Guardian for Your Minor Children: If you have minor children, identifying their guardian may well be reason enough to create a will.
  • Decide Who Gets What: Outlining which assets pass to whom can be important for making things go smoothly for your family after your death. Even if you hold many of your assets jointly, some assets may turn up that, for whatever reason, are held in your name alone and need to be addressed. Without a will, state law outlines who inherits your property. If there is no one who would classify as an heir under state law, typically, your property would go to the state.
  • Help to Reduce Taxes: A will, as part of an overall estate plan, may help reduce taxes for your heirs.
  • Create a Plan of Care for Pets: A will can outline who would care for any pets you may have at the time of your death and provide resources for them to do so.
  • Establish Your Legacy through Gifts to Charities: Supporting the work of charities that are meaningful to you can create a legacy of kindness in your name that would live on into the future.

If you would like to support the University of Maine in your plans, you can do so through a bequest in your will. We would be delighted to work with you so that your intention for any planned gift is documented and your gift is used in the way most meaningful to you. We are also happy to work with your lawyer and provide suggestions for possible language to use for a gift to support UMaine.

Beneficiary Designations for Retirement Accounts and Life Insurance: Another important part of planning is checking the beneficiary designations for any retirement accounts and life insurance policies.

NOTE: Under the SECURE Act, which went into effect January 1, 2020, individual IRA beneficiaries (other than a spouse, minor child, and a few other exceptions) now must withdraw all of the funds from the inherited IRA within ten years as opposed to being able to stretch out withdrawals over the beneficiary’s lifetime. This could cause significant income-tax implications for those inheriting IRAs. As a general rule, charities are not subject to income taxes. Therefore, if you are considering including a gift to a charity in your plans, making that gift through an IRA beneficiary designation could be a tax-savvy way to do so.

How Do I Get Documents Witnessed/Notarized In Times of Social Distancing?

Your lawyer can advise you which documents need witnesses (typically this must be done by individuals who are not benefitting under the document), which documents need to be notarized, and which need both formalities. He or she can also likely provide you with advice on how to accomplish this safely and legally during times of social distancing and shelter-in-place orders.

The coronavirus situation has taught us that none of us knows what tomorrow will bring. Having your planning documents in order could help you to sleep better knowing that you have added a bit of order to the chaos that currently surrounds our world.

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.

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