Buscar Close Search
Buscar Close Search
Page Menu

Planned Giving

Aerial view of the UMass Chan Medical School campus.

Ensure the strength of UMass Chan Medical School for generations to come and gain financial and tax benefits for you and your family.

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

Planned giving options include:

  • A bequest from your will or living trust.
  • Beneficiary designation from an IRA, retirement plan or life insurance policy.
  • Gifts from your charitable gift annuities and charitable remainder trusts.

To learn more, visit the Planned Giving website