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 which 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.

Giving through Wills/Trusts
A bequest made through your will or trust to the University of Maine Foundation leaves a lasting legacy and is simple to do.

Giving 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 income funds – can actually provide you or a loved one with income during your lifetime and help the University of Maine Foundation.

Other Giving Possibilities

There are various ways to help the University of Maine Foundation while creating your plans. These can include charitable lead trusts, gifts of life insurance policies, and various other possibilities.

Planned Giving News, Inspirational Stories

Learn how others have made an impact at the University of Maine Foundation through their giving.

Contact Us

Sarah McPartland-Good
Sarah McPartland-Good

Foundation General Counsel

sarahm@maine.edu
207.581.5100
Orono Office

Dan Willett
Dan Willett

Associate Director of Planned Giving

dwillett@maine.edu
207.253.5172

Dee Gardner
Dee Gardner

Planned Giving Officer

dgardner@maine.edu
207.253.5195
Falmouth Office

Karen Kemble
Karen Kemble

Planned Giving Officer

karen.kemble@maine.edu
207.581.5116
Orono Office

Sharing

Questions?

For more information about how to make a gift to the University of Maine Foundation, contact us:

Phone: 207.581.5100
Email:
umainefoundation@maine.edu

Legal Language

Should you include the University of Maine 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.