Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Our federal tax ID number is: 04-6013152
Below is suggested language to use when drafting your bequest.
The The University of Massachusetts Foundation, Inc. is dedicated to promoting the growth and progress of the University of Massachusetts Chan Medical School in support of the school’s broader mission of an accessible and affordable, first-class education.
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Free ResourceSample Language
For an unrestricted gift that allows UMass Chan Medical School to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
“I give to The The University of Massachusetts Foundation, Inc., a nonprofit corporation currently located at 100 Carlson Avenue, Building 12, Newton, MA 02495, or its successor thereto for the benefit of the University of Massachusetts Chan Medical School, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”
To designate your provision for a particular purpose:
“I give to The The University of Massachusetts Foundation, Inc., a nonprofit corporation currently located at 100 Carlson Avenue, Building 12, Newton, MA 02495, or its successor thereto for the benefit of the University of Massachusetts Chan Medical School, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as The University of Massachusetts Foundation, Inc. determines that the need exists. If The University of Massachusetts Foundation, Inc. shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then The University of Massachusetts Foundation, Inc. may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.”
If you have named UMass Chan Medical School in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Kim Canty at 508-723-4243 or kim.canty@umassmed.edu for more information.