Leave a Bequest
Many alumni and friends find that the easiest way to make a significant gift to UMass Boston is through a bequest – through a will, life insurance, retirement plans or through a trust. Bequests offer flexibility in that you are able to retain the use of your assets during your lifetime and you can make changes at any time to reflect your philanthropic and financial goals.
You can provide for the future of UMass Boston by creating a new will or revocable trust, adding a codicil to your present will, or designating UMass Boston as the beneficiary of your retirement plan, insurance policy, donor advised fund, or private foundation.
To learn more about leaving a legacy through bequest or about planning a gift to UMass Boston, please contact Carolyn Flynn, director of gift planning, UMass Foundation at 774.455.7206.
Here is language for a sample bequest:
A General Bequest
I give, devise and bequeath to the University of Massachusetts Foundation Inc., __________ dollars ($_________ ) for the general purposes of the University of Massachusetts Boston.
A Specific Bequest
I give, devise and bequeath to the University of Massachusetts Foundation Inc., my (describe specific property) for the benefit of the University of Massachusetts Boston.
A Residuary Bequest
I give, devise and bequeath to the University of Massachusetts Foundation Inc., __________ percent (______%) of my residuary estate for the benefit of the University of Massachusetts Boston.
If you wish to designate a specific use for a bequest, please contact the Office of Gift Planning by phone at (877) 775-1992 or via e-mail at email@example.com prior to finalizing your plans in order to discuss any designations you may be considering. This will help to avoid creating a bequest that may be vague in its intention or difficult for us to fulfill.