Carnegie Mellon University

November 2020

Thanks to supporters like you, we are able to make so much possible at CMU, and we are deeply grateful for your continued and dedicated commitment to our entire community.

Engineering a Legacy

Alumnus Ron Frank provides students with the opportunity to pursuing a life-changing CMU education through his forward-thinking will and estate plan gifts, which allow him to make a permanent and lasting impact at CMU.

“I want to leave something behind that will be permanent, and my gifts now and later through my will and estate plan allow the scholarship to live forever.”

Alumnus Ron Frank

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Support Today, Legacy for Tomorrow

In only four easy steps, you can go from exploring options to establishing an enduring Tartan legacy for years to come.

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Step 1: Get Started

Identify areas at CMU that you're passionate about and where you can put your heart into your giving plans, while also investing in the next generation of Tartans.

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Step 2: Create and Contribute

Explore how to establish a gift for scholarships, faculty research support or another area of interest and customize your giving to meet your specific priorities.

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Step 3: Establish an Enduring Legacy

Extend and increase your impact by permanently endowing your fund through forward-thinking estate planning and other creative gift options.

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Step 4: Connect with Us

Contact the Office of Gift Planning at mickkoster@andrew.cmu.edu or visit giftplanning.cmu.edu to discover the difference you can make in the CMU community now and into the future.

Is Your Plan in Place?

2021 is nearly here, but there’s still time to make a difference in 2020 by reviewing your financial and philanthropic plans for the future.

plan-in-place_icon_200x200_1-revisitplan.pngRevisit your will and estate plan

Consider the people, places and things that are most important to you and the type of legacy you want to leave while also ensuring your family, friends and favorite charities and organizations are properly noted as beneficiaries.

plan-in-place_icon_200x200_2-chardeduction.pngUtilize a limited-time charitable deduction

The federal CARES Act has charitable giving provisions valid through December 31. First, if you take the standard deduction, you may also deduct up to $300 in charitable gifts (normally this is $0). Second, if you itemize, you may deduct cash gifts up to 100% of your 2020 adjusted gross income (normally capped at 60%). Please take advantage of these one-time provisions to make a gift to CMU!

plan-in-place_icon_200x200_3-considergift.pngMake a difference at CMU

Consider giving a gift that maximizes your tax benefits and also supports the Tartans of today and tomorrow. Gifts of long-term appreciated assets like securities or real estate can avoid capital gains taxes while still receiving a full fair market value charitable deduction.

plan-in-place_icon_200x200_4-2021.pngRing in 2021

It's been a year like no other in your lifetime, so take a few moments to rest, relax and recharge by celebrating the holiday season with the ones who fill your heart with joy at a safe, social distance.

Interested in achieving your financial goals and supporting Carnegie Mellon University?

Contact the Office of Gift Planning to discuss your next steps.