PROFESSIONAL ADVISOR

RESOURCE CENTER

Welcome to the University of Massachusetts Foundation

Growing private support is essential to ensuring that UMass continues to thrive.

  • WHO WE ARE

    The UMass Foundation is supported by a robust network of donors committed to public education, inspired by the work of our faculty, and passionate about the talent and potential of UMass students. Donors can become part of this community in several ways:

    • Give to one or more of the UMass campuses
    • Donate stocks, taking advantage of tax and other financial benefits
    • Establish a planned or estate gift
    • Make an in-kind gift of valuable property, such as artwork, first editions, or other private assets in support of the university

     

    The foundation’s professional team is available to help donors explore these and other options for wealth management and to administer gifts with expertise, while honoring their intention and confidentiality in service of a stronger UMass.

     

    Funds invested by the Foundation come from many donors — alumni, friends, students, and other advocates — who are committed to helping UMass sustain its mission and grow private support so it continues to thrive.

     

    For additional information about us, click here.

  • WHY WE ARE PROVIDING THESE RESOURCES

    These resources are provided to help you:

     

    • Educate clients about the benefits of planned giving, such as tax deductions, income streams, and estate planning.
    • Identify the best planned giving options for each client, such as bequests, trusts, annuities, or donor-advised funds.
    • Connect clients with The University of Massachusetts Foundation, Inc., and facilitate the donation process.
  • SUBSCRIBE TO OUR QUARTERLY PUBLICATION

    The UMass Foundation is pleased to invite key allied professionals (attorneys, trust officers, and financial advisors) to sign up for our quarterly newsletter service focusing on tax issues, estate planning, and other developments that affect gift planning. To subscribe, click here.

DONOR STORIES

Get in Touch.

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The University of Massachusetts Foundation, Inc.

Mt. Ida Campus of UMass Amherst

100 Carlson Avenue, Building 12

Newton, MA 02459