Ways to Give

For many of us, the most significant gifts we’ll ever make are those given at the end of our lives. There are many charitable options to choose from, depending on your goals. Whether gift of life insurance, charitable gift annuity, or charitable trust, we are honored to help you meet your personal and philanthropic goals.

Please use this sample language as a framework for shaping your bequest with your advisors. “I give and bequeath to St. Mary’s Health System located at 93 Campus Avenue, Lewiston, ME 04240 ___ percent OR the sum of $______ from my estate; OR all the rest, residue or remainder of my estate. This gift may be used (where needed most or for XXX program/fund support.)

When you make a planned gift you will join the  Legacy Society

Please provide your securities company with the following information and instructions:

• ACAT Eligibility: ACAT Participant #2663
• DTC Clearing Number: SEI Private Trust Company, DTCC Participant Number #2633
• Account Number: 52001535006
• Account Name: St. Mary’s Health System

Please provide the following information or this form to the foundation team at danthoine@stmarysmaine.com

1. Donor Name
2. Gift Designation
3. Stock Name
4. Number of Shares
5. Broker’s Name
6. Broker’s Number
7. Other Special Instructions

When you donate appreciated stock you have owned for more than one year, you can enjoy greater tax savings from giving such property than if you were to donate an equal amount in cash. To receive such benefits, you must transfer the securities to St. Mary’s Health System rather than selling them and then donating the proceeds.

Donors aged 70.5 and older can make a qualified charitable distribution from their IRA.  If you are of an age to have an annual required minimum distribution you can make a gift of up to $100,000 to meet your minimum distribution requirements which reduces your income by the amount donated. This form of giving is also another way you may be able to make a greater impact on the lives of those who will benefit from your generosity! Request a IRA-QCD Letter > Read our FAQ >

Giving through your donor advised fund is easy using the form below! We’d love to say thank you for your gift, please include your contact information with your gift. St. Mary’s Regional Medical Center’s EIN number is 01-0211551.

By including a bequest in your will or including us as a beneficiary of a retirement account, life insurance policy or annuity contract, you can endow your annual gift for years to come. Similar to your annual gift, your bequest-endowed gift will join with others in the St. Mary’s Health System Endowment Fund to support the general operation of the hospital in perpetuity. 

It’s easy to do, just designate “the St. Mary’s Health System endowment general operating fund” as a beneficiary in your will or trust or designate the same as a beneficiary of your life insurance. Those who do so are recognized as a member of the Legacy Society. 

Consider Continuing Your Annual Support With a Bequest 

Want to support a specific program?

Independent named endowments in support of specific programs can be created with a minimum commitment of $25,000.

For the first time in more than six years, the American Council on Gift Annuities has increased its suggested rates. St. Mary’s Health System is now offering these new, higher rates.

Here’s an example of a CGA: 75-year-old couple John and Sue would like to diversify their estate plan, as well as give back to their community. They establish a $100,000 charitable gift annuity to St. Mary’s Health System. At a rate of 5.5%, they are guaranteed a $5,500 payment each year, for the remainder of their lives. After John and Sue both pass away the remaining amount will be used to support St. Mary’s Health System’s vital work.

The typical charitable gift annuity donor:

• Is 65+ years old
• Would like additional income
• Likes the idea of a fixed lifetime payment
• Has assets that generate little income, such as interest or dividends
• Has assets with a low tax cost basis

Contact Deb Anthoine at (207) 777-8828 or danthoine@stmarysmaine.com for more information.

Tribute gifts, a special and personal way to remember or honor a loved one or to recognize an employee, are always accepted and received with gratitude.

Make a gift >

Unencumbered real estate that is readily salable in the marketplace can be a wonderful gift. Upon notification of a potential gift of real estate, we will work with you to evaluate the making/accepting of the gift and approach that are in the best interest of you and St. Mary’s Health System

Many employers match their employees’ charitable giving. Please ask your Human Resource department for the appropriate matching gift form to increase the impact of your contribution. Make a gift >