Charitable Gifts and Planning
Supporting the causes that matter most to you
Estate planning counsel for families in Bangor and nearby communities across Maine.
Many clients wish to include religious, educational, environmental, or community organizations in their legacy. Incorporating charitable giving into your estate plan allows you to support the causes that shaped your life while leaving a meaningful imprint on your community.
We help you structure these gifts in the way that best serves your broader goals—whether as a specific dollar amount, a percentage of your overall estate, a residual gift, or a tax-efficient beneficiary designation on a retirement account. Above all, we ensure your plan balances charitable giving with the complete security and care of your family.
To maximize the local impact of your gift, we frequently partner with established institutional partners, such as the University of Maine Foundation and the Maine Community Foundation. By working closely with their planned giving teams, we can help you tailor custom donor agreements, donor-advised funds, or endowed scholarships that carry out your exact vision.
The legal details of charitable bequests matter. We handle all essential verification, including confirming the organization's official legal name, Tax ID (EIN), and current tax-exempt status.
Additionally, we draft clear instructions if you intend your gift for a specific purpose—such as a scholarship or facility fund—and include protective contingency provisions so your generosity continues to serve your intended purpose even if an organization restructures or closes in the future.