Consult with the Catholic Foundation of Maine on your intention of making a planned gift to an existing endowment or establishing a new endowment. We will work with you directly to make sure your needs are met while ensuring your gift is able to be used in perpetuity.
Make a Commitment
Make a commitment on the type of planned gift you intend to make (Bequest, Charitable Gift Annuity, IRA Beneficiary, etc.)
Inform the Catholic Foundation of Maine
Inform the Catholic Foundation of Maine of your planned gift so the Foundation and beneficiary of the endowment can plan ahead.
Proper Documentation
We will work with you and your financial advisors or estate attorney, if needed, to ensure the planned gift is properly documented.
Ongoing Communication
After your planned gift is in order, the Foundation will maintain continual contact with you to ensure you are updated on how your endowment is performing and that your needs are being met.