The Power of Planned Giving

Many alumni and friends wish to support UMass Lowell but aren’t sure whether they can do so without compromising financial security or significantly reducing the size of their estate.

The good news is that charitable giving isn’t just about outright gifts.  Many opportunities exist to support UMass Lowell in a way that makes equal sense for the University and for the donor’s personal financial plan.

Planned gifts include a wide variety of options, such as: bequests, life-income gifts, retirement plans, life insurance policies, and other estate intentions.  Planned gifts can be funded through a wide variety of assets, including cash and marketable securities, real estate, art collections, closely held business assets, and intellectual property.

In 2009, the UMass Lowell Legacy Society was established in order to recognize donors who support the University through planned gifts. 

 For more information, see the links below.  Please contact:

UMass Lowell Office of Gift Planning
Phone:  877-775-1991


Office of University Advancement - Southwick Hall 250, One University Avenue, Lowell, MA 01854
Phone: 978-934-2223 Fax: 978-934-3111 Contact Us

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