A Family-First Approach to Giving
Your family comes first. That’s true anytime, but especially these days. Luckily, there’s an easy way for you to support your loved ones and continue supporting our work without giving anything today: by including a gift to the University of Southern Maine in your will.
Advantages of a Gift in Your Will:
- Simplicity. As little as one sentence in your will or living trust is all that is needed to complete your gift.
- Flexibility. Until your will or trust goes into effect, you are free to alter your plans as needed to reflect life’s changes.
- Versatility. You can give a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
Here’s How It Works:
Your estate planning attorney can help you structure a gift so your loved ones will be taken care of first after you’re gone. They will include special language in the will or living trust you create, or add it to existing documents through an amendment called a codicil.
A Gift in Your Estate Plan Is Right for You If:
- You want to make sure your support of USM continues after your lifetime.
- You want to balance your generosity to us with an assurance that loved ones are taken care of first.
- You want to maintain the flexibility to change your mind about your gift at any time.
A Simple Gift
To learn more about making a gift to support the University of Southern Maine in your will, contact Erin Macey at firstname.lastname@example.org or (207) 780-4408. We are happy to help you get started and can provide sample language your attorney can use to make your gift.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.