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.


Theresa Curry
Theresa Curry
Interim Vice Chancellor for Advancement