Planned Giving
Establishing Your Legacy
Establishing a legacy through estate giving will impact generations of UMaine students, faculty and staff with enhanced learning opportunities in perpetuity. Generally, assets are used to establish endowed funds which can be dedicated to supporting UMaine in the way that follows your estate plan instructions. Skilled Foundation staff will quickly and confidentially provide gift illustrations and the language needed to be sure that your wishes are achieved.
Gifts through a Will or Trust (Bequest)
A bequest made through your will or trust to the University of Maine Foundation leaves a lasting legacy and is simple to establish.
Gifts through Accounts
Designating the University of Maine Foundation as a beneficiary of a retirement, investment or bank account, or life insurance policy is an easy way to make a planned gift.
Gifts of Property
Transferring real estate, tangible, or intangible property to the University of Maine Foundation can make a wonderful gift and may help you to avoid paying capital gains taxes at the same time.
Life Income Gifts
Some gifts—such as charitable gift annuities, charitable remainder trusts, and pooled life income funds—can actually provide you or a loved one with income during your lifetime and help the University of Maine Foundation.
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.
Contact Us
Sarah McPartland-Good
Vice President & Foundation General Counsel
sarahm@maine.edu
(207) 581-5100
Karen Kemble
Director of Planned Giving
karen.kemble@maine.edu
(207) 581-5116