Planned Giving

What is Planned Giving?

Planned Giving is a donor service that enables you to give gifts of assets during your lifetime or through a will or testamentary instrument
It can be given now or later
The process requires planning on the part of the donors, their advisors, and United Way of Mid-Maine

Bequest - name United Way of Mid-Maine in your will to ensure future support to your community. Designate an amount of money, a percentage of your estate, or a specific property.
Life Insurance - contribute a policy you own, assign dividends as a gift, or name United Way of Mid-Maine as a full or partial beneficiary
Other Planned Gifts - name United Way of Mid-Maine as the beneficiary of a charitable remainder trust (technical form of giving involving trusts and tax techniques), lead trust, or other planned gift. It can be structured to meet your needs and interests as well as those of United Way of Mid-Maine, our agencies, and our community.

Most often planned gifts are earmarked for an endowment fund
The principal of an endowment gift is invested and kept in perpetuity
Only earning or a portion of the earnings are used each year for specific purposes

Enhanced tax benefits
Some planned gifts return an income to the donor
Option of "deferred giving", gifts that will be deferred until a later time, usually named in a will and not realized until the donor deceases
Motivation to enrich your community now and forever

For more information or questions regarding planned giving please contact your attorney or insurance broker, or call our office (207) 873-0686