Benefits of a Bequests

• The ability to provide generous support for the future of UMass Lowell
  
• Financial flexibility by retaining assets during your lifetime
   
• An estate tax charitable deduction equal to the full value of your bequest.
  
  
  Please contact us for information about additional benefits:
  UMass Lowell Office of Gift Planning
  Phone:  877-775-1991
  Email:  ogp@uml.edu
  
  Sample Bequest Language:
  
  
  A General Bequest
  I give, devise and bequeath to the University of Massachusetts Foundation Inc., for the benefit of the University of Massachusetts Lowell, __________ dollars ($_________ ) for the general purposes of the University of Massachusetts Lowell.
  
  
  A Specific Bequest
  I give, devise and bequeath to the University of Massachusetts Foundation Inc., for the benefit of the University of Massachusetts Lowell my (describe specific property).
  
  A Residuary Bequest
  I give, devise and bequeath to the University of Massachusetts Foundation Inc., for the benefit of the University of Massachusetts Lowell, __________ percent (______%) of my residuary estate.
  
  Donors are welcome to designate a specific use for a bequest.  Please contact the Office of Gift Planning prior to finalizing your plans in order to discuss any designations you may be considering.