Planned Gifts to Camp Susan Curtis:
By making a planned gift to Camp Susan Curtis, your legacy of care for Maine’s children will echo for generations, like campers’ laughter across Trout Lake. Below are a few planned giving vehicles you can consider with your legal and financial counsel:
Bequests:
Bequests are simply a charitable gift made through your will or trust and the easiest way to leave a lasting legacy. You can make a bequest by specifying an amount of cash or a percentage of your assets to be donated to Camp Susan Curtis. Bequests are deductible as charitable gifts for estate tax purposes and can include most assets. A charitable bequest may be added to an existing will as a codicil.
For any bequests of non-cash gifts, please consult with Alaena Dunn, Director of Development, at Camp Susan Curtis to ensure we can receive your gift. Alaena can be reached at adunn@susancurtis.org or 207-774-1552.
Here is some sample bequest language to assist you and your attorney:
“I hereby give, devise and bequeath {bequest amount; percentage of residuary estate} to The Susan L. Curtis Foundation, doing business as Camp Susan Curtis, a non-profit organization located at 70 Center Street, Suite 204, Portland, ME 04074, Federal Tax ID 01-0324705 for The Susan L. Curtis Foundation’s general use and purposes.”
Beneficiary Gifts:
A beneficiary gift is another easy way to leave a lasting impact on Maine kids. You can designate Camp Susan Curtis as the beneficiary of a retirement account, investment account, bank account, or life insurance policy. To name Camp Susan Curtis as a beneficiary, contact the person, custodian or trustee who helps you with your account. They will send you a beneficiary designation form. Be sure to keep a copy for your records and notify Camp Susan Curtis of your gift.
Charitable Trusts:
For some individuals, a split interest trust, such as a Charitable Remainder Trust or a Charitable Lead Trust, will be an attractive option that serves to support an individual or individuals as well as a charity.
Please note we are prohibited from giving legal or financial advice and this site is not a substitute for professional tax, legal, or accounting advice. For advice on your gift plans and specific financial situation, we encourage you to consult with your own legal counsel or financial advisor.
