Benefits of a Bequests

• Provide generous support for the future of UMass Lowell!
• Maintain financial flexibility by retaining assets during your lifetime.
• Receive a federal estate tax deduction for your bequest.
• No limit on the amount of your estate tax charitable deduction.
• Bequests are not subject to state and inheritance taxes.

You will also be invited to join The Merrimack Legacy Society, our recognition group for those who have made planned giving commitments, such as a bequest, to UMass Lowell.

Sample Bequest Language