Planned Giving
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.