Gift Planning and Estate Gifts

Spring Campus

A planned gift is one of several strategies to provide a gift to UMass Amherst from your estate. A planned gift allows you to maintain ownership and control of all of your assets during your lifetime. All planned gifts provide a dollar-for-dollar charitable tax deduction for your estate. Some planned gifts provide a guaranteed lifetime income stream and an immediate income tax deduction.

Some of the most popular planned giving methods include:

  • A bequest from your Last Will & Testament or Living Trust
  • A beneficiary-controlled distribution from an IRA, 401(k), or 403(b)
  • A beneficiary designation on a life insurance policy
  • A Charitable Gift Annuity provides an income stream for life as well as an immediate charitable income tax deduction. 

To learn more, visit the gift planning website.

Contact: 

Theresa Curry
Interim Assistant Vice Chancellor of Development and Executive Director of Gift Planning
413-577-1418
Joseph K. Jayne
Joseph K. Jayne
Associate Director of Gift Planning
413-577-1402