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What is Gift Planning?

Gift planning is a thoughtful strategy that may allow you to make the gift of your choice while benefiting your personal finances. This is possible through advantageous tax laws that provide powerful incentives to support public and private charities. Through gift planning, it is possible to reduce or eliminate federal and state taxes owed on the value of a gift. Gift planning can work in your favor when it comes to paying taxes on income, capital gains, gifts, an inheritance, and your estate. These tax benefits are available to individuals at all income levels.

The University of Maine Foundation's Gift Planning staff can answer your questions. Contact us to set up a confidential meeting to discuss your goals and concerns. Gift planning can help you help Maine and yourself.

What can we do for you?

We are here to support our student-athletes, but also those who support us. Our staff has access to the necessary resources and can guide you in planning your personal finances. We can help you in retirement planning, suggest options for appreciated securities and property, and maybe increase your income in the process. We also know Maine inside and out. Contact us for ideas even if you are not ready to commit to a gift.

We can work with your professional advisor and can supply you with documents for your attorney's advice and approval. If you don't have an advisor, we can provide you with names of professionals in your area. Our financial planning information may be helpful to you right now.

Financial Planning Assistance - It's not just for wealthy people

Whether you are saving for retirement, a child's college education, or a down payment on your first home, you need to plan your route. The University of Maine Foundation wants to help you reach your goal. Many people don't realize that philanthropy can be an important tool in financial planning. Certain charitable gifts, properly packaged, can reduce taxes, generate income, or free up frozen assets. This type of philanthropy, called gift planning, can be especially useful if you have appreciated securities or real estate. We can explain several income-producing and tax-saving strategies related to charitable giving.

A University of Maine Foundation financial planning representative can also come and speak to your club or civic group. These talks are easier to schedule on or near one of the three Maine campuses in Camden, Newark, and New Brunswick/Piscataway. If you are farther away, call us anyway. Our representatives do a considerable amount of traveling and will try to accommodate you. Regardless of your age or income, you can benefit from financial and estate planning. We are happy to assist and work with you on a mutually-beneficial arrangement that can include gifts of stock, real estate, life insurance, etc.