Planned Giving

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.

We will recognize Charles F. Allen Legacy Society members at a luncheon on June 1, 2017 in Buchanan Alumni House. We would love to welcome new members!


Deferred gift options:

• Life Income Plans

• Charitable Gift Annuity

• Charitable Remainder Trust

• Pooled Income Funds

Any tangible asset may be gifted to benefit UMaine by bequest, including but not limited to:

• Life Insurance

• IRA Retirement Plans

• Cash

• Appreciated Securities

• Real Estate & Tangible and Intangible Personal Property


Sample language for remembering the University of Maine in a will or trust.


Our staff is always ready to listen to you in order to plan the gift that meets your philanthropic goals.

Portrait of Sarah McPartland-Good

Sarah McPartland-Good

Senior Director of Planned Giving

Orono Office



Portrait of Dan Willett

Dan Willett

Associate Director of Planned Giving

Falmouth Office



Portrait of Dee Gardner

Dee Gardner

Planned Giving Officer

Falmouth Office



Portrait of Karen Kemble

Karen Kemble

Planned Giving Officer

Orono Office