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.


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