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.

If you let us know that you have provided at least $10,000 for the University of Maine or its affiliated organizations in your will, trust, pooled life income fund, life insurance policy, gift annuity or retirement fund, you immediately become a full member of the 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.

Inspiration for Giving

“We have been Black Bears since the Fall of 1989. Now, 30 years later, we remain committed to the future of our alma mater. We made our legacy commitment after meeting our initial philanthropic goals. We are fortunate to have started early and look forward to building upon our UMaine legacy.”

- Todd D. Saucier '93, '97G, '44H & Danielle Daigle Saucier '93, '96G

Creating Planning Documents in a Pandemic

Creating Planning Documents in a Pandemic

Creating Planning Documents in a PandemicWe 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...

Cort family creates legacy for University of Maine students

Cort family creates legacy for University of Maine students

Cort family creates legacy for University of Maine studentsR-L: Rob Cort, Valerie Peer-Cort, Carol Cort, Brad CortThe Cort family’s contribution to the University of Maine starts with a deep connection to the university itself. While a member of the Class of 1980, Rob...

A lifetime of investing leads to a significant legacy

A lifetime of investing leads to a significant legacy

A lifetime of investing leads to a significant legacyMarguerite Picard lived a very simple life and was a very astute investor. When she passed in 2016 at the age of 100, her estate plans included significant gifts to several organizations which were meaningful to...

“I know that I am here speaking on behalf of all of the scholarship recipients at UMaine. Some of my classmates demonstrate amazing academic merit. Others demonstrate immense financial need. But all of us have one thing in common — we are extremely grateful for the support that you and others have given us. Receiving a scholarship is powerful, not just because of the financial assistance, but because someone believes in you. It is a vote of confidence to know that others actually care and believe that you can succeed. That means the world.”

- Samuel Chamberlain '18

Samuel had the pleasure of speaking at the Charles F. Allen Legacy Society luncheon, and meeting his scholarship donor, Calista Wiberg-Hannigan '89G. (left.)

Gift Annuity Rates Increased

Gift annuities are not available in all states.

Utilizing the IRA Charitable Rollover

We are always ready to listen to you in order to plan the gift that meets your specific philanthropic goals.

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

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