Gift Planning
Did you know you can make an impact — now and in the future — for Carnegie Mellon University’s students, faculty and staff while also benefiting you and your loved ones?
With a creative and customizable planned gift, you can create win-win solutions for your family and generations of Tartans.
- Create a gift that reflects your values, beliefs and the love you share with your family
- Receive income from tax-efficient charitable gifts
- Support Carnegie Mellon University and other organizations close to your heart
- Retain flexibility should your circumstances change in the future
Design a Legacy
With as little as one sentence, you can create a gift that matches your personal financial goals with your desire to impact CMU both now and in the future. We are here to ensure your will planning is straight-forward and flexible through simple bequest language, information on beneficiary designations and other strategies to maximize your giving.
Build a bright future
Create Income with Giving
Through a variety of tax-smart gifts that also pay you lifetime income — such as charitable annuities and trusts — you can show your heart is always in the work at CMU by making a gift now while also generating retirement income for you and your family.
Explore your possibilities
Give Through Assets
Creative gifts like stocks, bonds, real estate, personal property, IRAs, retirement funds, life insurance, cryptocurrency and many other pathways may offer you additional tax benefits as you help fellow Tartans to further CMU’s mission.
Fund a gift
The Warner Circle
If you’ve made a life income gift to Carnegie Mellon or have named CMU in your estate plans, the university is proud to welcome you as a member of The Warner Circle donor recognition society. Named for CMU’s fourth president, John C. Warner (1950-1965), The Warner Circle thanks and acknowledges those who support future generations of students, researchers and scholars through foresight and thoughtful planning. Member benefits include insider updates from university leadership, priority correspondence from the Office of Gift Planning and special invitations to select events.
We’d love to know that you’ve included CMU in your estate or financial plans to honor you among this distinguished group of supporters! Contact the Office of Gift Planning at mickkoster@andrew.ozone-1.com or fill out our online form.
Contact Gift Planning by phone: 412-268-5346
