Catholic Foundation of Maine

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Roman Catholic Diocese
of Portland
510 Ocean Avenue
P.O. 11559
Portland, Me 04104

Telephone: 207.773.6471
Fax: 207.773.0182
Contact the Diocese

This website is made possible through the generosity of the people of the Diocese of Portland to the annual Bishop's Appeal campaign.

Thank you for your support!

Charitable Remainder Annuity Trusts

CLICK HERE FOR A DETAILED EXPLANATION

How it works

You transfer cash, securities or other appreciated property into an annuity trust.

The trust makes fixed annual payments to you or to the beneficiaries you name.

When the trust terminates, the principal passes to the Catholic Foundation of Maine.

Benefits

You receive an immediate income tax deduction for a portion of your contribution to the annuity trust.
You pay no upfront capital gains tax on any appreciated assets you donate.
You or your designated income beneficiaries receive stable, predictable income for life or a term of years.
You have the satisfaction of making a significant gift that benefits you now and the Catholic Foundation of Maine later.

Is this gift for you? Click here.
Read more detail. Click here.

To learn more about charitable remainder annuity trusts, Email us, complete the Information Request Form, or call us at 207-321-7835 so that we can assist you.

Patricia M. Long
Executive Director
Catholic Foundation of Maine
P O Box 11559
Portland, Maine 04104-7559
207-321-7835
plong@portlanddiocese.net