Charitable Gift Annuity

Gifts That Pay You Income

There is a way for you to support the University of Massachusetts Amherst and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity. 

With a charitable gift annuity you agree to make a gift to UMass Amherst and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow UMass Amherst to further our mission. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form
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Last Name is required
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See How It Works

An Example from UMass Amherst

Carol and Mark TaylorCarol and Mark Taylor grew up near each other. But, it wasn’t until they both became UMass students that they met. Together, they’ve travelled the world, but always knew they wanted to give back to the place that meant so much to them. This desire, as well as a sense of gratitude for all the University gave them, led the Taylors to create a charitable gift annuity. This gift provides them with payments throughout their lives. Then after their lifetimes, the remainder will go to support students in Humanities and Fine Arts at the University of Massachusetts Amherst.

Read the Taylor's full story.

Calculate Your Benefits

Input a few details and see how a charitable gift annuity can benefit you.

See My Benefits

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Next Steps

  1. Contact Joseph K. Jayne ’21MPP at 413-577-1418 or gift.planning@umass.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with UMass Amherst.
  2. Seek the advice of your financial or legal advisor.
  3. If you include UMass Amherst in your plans, please use our legal name and federal tax ID.

Legal name: University of Massachusetts Amherst
Address: 134 Hicks Way, Amherst, MA 01003-9270
Federal tax ID number: Please contact us.

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Charitable Gift Annuities: Gifts That Give Back.

Personal Estate Planning Kit

Our Top Free Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

Download My Kit