Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.
Explore tax-smart gift options
Learn about gifts that maximize the impact of your support while providing tax benefits for you!
Stocks and securities
Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.
Donor Advised Funds
Easily recommend grants to Worcester State University for tax-efficient giving.
Qualified Charitable Distributions
Use your IRA to make tax-free gifts that benefit you and our mission.
Planned Giving Changes Lives
When you create a will, you protect the people who matter most to you and gain peace of mind knowing your wishes will be honored. Your will can also reflect your values by supporting the causes that mean the most to you. By including a gift to Worcester State University in your will, you help shape the future—empowering students to tackle real-world challenges and drive lasting improvements for communities across the Commonwealth.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Louise Taylor
Title :Director, Gift Planning and Scholarships
Phone: 508-929-8033
Email: ltaylor1@worcester.edu
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.