Thank you for choosing to support UMass Chan Medical School
Your gift will make a difference in the health and well-being of the people of the commonwealth and beyond. Many giving options are available:
Planned Giving
There are ways to make an important gift commitment without letting go of your assets today. A planned gift option might be the right fit for your personal planning. Learn more
Alumni and Parent Giving
Alumni and parent giving supports needs and programs that help UMass Chan Medical School move medicine forward. Here's how.
New reasons to give
New laws that were introduced in 2023, along with other changes, may affect your giving decisions.
A new incentive for Massachusetts taxpayers to give
On Jan. 1, 2023, Massachusetts revived its charitable contribution deduction. If you are a Massachusetts taxpayer, every charitable donation you make can be deducted from your state income tax return.
Secure 2.0 retirement changes may affect your saving and your giving
A new law creates a new opportunity to use retirement assets to make charitable donations. What does this law mean for you? Let’s take a look at some of the key provisions.
A new Mass. tax could impact your planning
In November 2022, Massachusetts voters approved an amendment to the state constitution that creates a 4 percent surtax on annual income over $1 million. This “millionaire tax” is effective beginning in the 2023 tax year. Generally, income that is currently subject to the Massachusetts 5 percent flat income tax is subject to the new surtax.
Keep in mind that a gift to UMass Chan can provide a charitable deduction that lowers both state and federal income taxes. Consult your advisors, and please let us know if we can help you explore gift planning options and benefits.
Below, you can substitute "our lab/dept/program" with "UMass Chan Medical School Foundation - [fund name]."
How you can make your gift
BY PHONE
Make your credit card donation by calling 508-856-5615 between 8 a.m. to 5 p.m. EST.
Please specify that your gift is to our lab/dept/program.
ONLINE
Fast and easy using your credit card! After indicating the amount of your gift, select "Other" when prompted and type in the name of our lab/dept/program.
Give here
BY CHECK
Make it payable to "UMass Chan Medical School Foundation - [our lab/dept/program]" and mail it to:
UMass Chan Medical School Office of Advancement
55 Lake Avenue North, Suite S1-117
Worcester, Massachusetts 01655
Other ways to donate
Tribute giving
Your gift may be made in memory or in honor of someone special. If you are making your gift online, there’s an area on our online giving form to note this; you can also tell us in writing if you submit a check. We’ve written some sample language that can be used for an obituary.
Matching gifts
Many employers will match employee charitable contributions, which can double the impact of your gift. If using our online giving form, please check the appropriate box. Contact your Human Resources Department for a matching gift form from your employer and send us a completed copy. We will do the rest.
Planned giving
There are ways to make an important gift commitment without letting go of your assets today. A planned gift option might be the right fit for your personal planning. Learn more.
Payroll deduction - UMass Chan employees
UMass Chan Medical School employees can make charitable donations to the school through payroll deduction. Please contact the Office of Advancement to learn more: 508-856-5524, giving@umassmed.edu.
Donor advised funds
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to UMass Chan Medical School.
Through your DAF you can recommend a grant to UMass Chan Medical School to support ___________________. The legal name to use is UMass Chan Medical School Foundation, Inc., and the tax ID number is 04-3108190.
Do you have a donor-advised fund (DAF) through Fidelity, Schwab or BNY Mellon? Give directly to UMass Chan via the DAF Direct website.
Securities
Donating appreciated securities or mutual funds is a smart way to support UMass Chan Medical School while potentially reducing capital gains taxes and qualifying for a charitable deduction. Gifts can be made outright or through a transfer on death (TOD) account to extend your impact beyond your lifetime. Learn more.