planned giving

Create a legacy...

Would you like to provide for your financial security and make a significant gift to USM? Planned gifts offer you this opportunity. Some include a lifetime income for you or other beneficiaries as well as major tax benefits. See Guide to Planned Gifts.

Did you know about USM's society for endowed and planned gift donors, The Benefactor Society?

Enlist your professional advisors' help by referring them to For the Professional Advisor.

For a listing of lawyers in Maine and nationwide who are skilled in the preparation of wills and trusts and have been accepted into membership into the American College of Trust and Estate Counsel, go to www.actec.org.

Learn why a planned gift is often an endowed gift, see Endowment Giving.

USM's executive director of developement can provide personalized planned gift scenarios and more detailed information on the various kinds of planned gifts and welcomes your interest and questions. Contact Us

Planned gifts are an extraordinary way to create your legacy to USM. Join us for the future.

Stephen M. Anderson
Chair, Planned Giving Committee
Board Member, USM Foundation

Members of the USM Foundation Planned Giving Committee:

David Hawkes ’66 ’69L
Triplehawk, Inc.

Kurt E. Klebe ’94L
Verrill & Dana, LLP

Amanda Rand
Spinnaker Trust

Christopher Robinson
SmithBarney

Dick Sturgeon
Interim Vice President, University Advancement

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