Why Create a Jewish Legacy? 
Jewish tradition teaches us to make the world a better place for future generations. A legacy gift can help you honor this tradition by enabling you to initiate a gift after your lifetime, while still taking care of your family’s immediate and future needs. Designating a planned gift to UMass Hillel is a meaningful way to express your commitment to sustaining a vibrant Jewish future at UMass. It also ensures our ability to continue providing robust Jewish learning opportunities, and valuable programs and experiences for generations of students that choose to study at UMass Amherst. Most legacy gifts are simple designations in a will, retirement account or life insurance policy.*

Planned Gifts
The legacy planning process can provide opportunities for meaningful reflection and conversation about your commitment to UMass Hillel. Choosing the right planned gift depends on your personal circumstances and financial goals.*  You can make a legacy gift to UMass Hillel through a variety of financial options, such as: 
 
Charitable Bequest - Bequests provide an easy way to give stocks, bonds, cash, or other assets through your will, trust, or estate plan.
 
IRA, 401(K), 403(B) or Other Qualified Retirement Plan - Designate UMass Hillel as the full or partial beneficiary of these assets. In addition, you may also qualify to make distributions (including your annual required minimum distribution) to UMass Hillel directly from your IRA, without triggering income tax.* 
 
Life Insurance - Name UMass Hillel as the beneficiary of a new or existing insurance policy. 
 
Donor-Advised Fund - Your sponsoring organization may allow you to create a succession plan that includes directing funds to UMass Hillel.
 
Charitable Gift Annuity - Transfer assets to UMass Hillel and you or your family can receive fixed income payments for life while enjoying a variety of tax benefits.*
 
Charitable Lead Trust - Provide income to UMass Hillel for a fixed term, knowing that the assets will revert to your designated beneficiaries when the trust term ends.  
 
Charitable Remainder Trust - Receive income yourself or provide income for another person during the term of the trust, knowing that the funds remaining when the trust terminates will support UMass Hillel. 
  
Learn More 
For information about creating your own legacy at UMass Hillel, please contact Executive Director Rabbi Aaron Fine. 

* Please consult your professional advisors for complete tax deductibility rules and to determine 
which method of legacy giving is best for you.