Carnegie Mellon University

Fall 2023

Read on for the latest edition of Tartan Traditions, and learn how charitable gift annuities and will and estate planning can help you achieve your financial goals, while also supporting the important work happening at Carnegie Mellon.

Returning the Favor

Margaret Morrison Carnegie College alumna Rosalyn Richman's careful planning will spur generations of Tartans to success.

rosalynandmom_edited_square.jpgWhen Carnegie Mellon University alumna Rosalyn Richman was a high school sophomore, her mother realized sending her two daughters to college would be a financial challenge.

“My mother, who earned her bachelor’s degree from Margaret Morrison, too, did everything in her power to help me succeed,” Rosalyn says.

Now, Rosalyn says it’s her turn to ensure that same success for her fellow Tartans.

“I feel responsible for helping to open the door for others,” Rosalyn says. “I know that I can never give enough to match what Carnegie Mellon has given to me.”

Through several avenues of giving, she is returning the favor.

Income for Today, Legacy for Tomorrow

You can make a difference for the Carnegie Mellon University people, programs and places that are important to you while enjoying the security of guaranteed income for life. With a charitable gift annuity at CMU, you can:

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Create reliable and fixed payments — now and into retirement — for yourself or a loved one, some of which may be tax-free.

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Save on your taxes with an immediate charitable deduction.

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Fund your gift with appreciated stock, real estate or other assets for additional capital gains savings.

What is The Warner Circle?

Have you made a life income gift to Carnegie Mellon University or named CMU in your will and estate plans?

Congratulations and welcome! You are a member of Warner Circle donor recognition society. Named for CMU’s fourth president, John C. Warner, who served from 1950 to 1965, The Warner Circle recognizes with gratitude those who support future generations of Tartans with a thoughtful gift in their estate plan.

1-tartantraditions-fall2023_icons_200x200-01_gp-24-0211.png   Priority correspondence from senior university leadership  
2-tartantraditions-fall2023_icons_200x200-02_gp-24-0211.png   Special invitations to select on-campus and regional events  
3-tartantraditions-fall2023_icons_200x200-03_gp-24-0211.png   The joy in knowing your future gift will be used to support the CMU community

We’d love the opportunity to thank you for your generous gift. If you’ve already included CMU in your estate or financial plans, or are considering such a gift, contact the Office of Development & Gift Planning.

50+ Years of Tartan Pride

Did you earn your undergraduate degree from Carnegie Mellon more than 50 years ago? Congratulations! You are a Half Century Tartan.

Half Century Tartans embody the Carnegie Mellon spirit and are the foundation of what our university has become today. We are proud to offer special benefits to you.

Each year, you are invited to celebrate with the current 50th Reunion class and take part in all reunion activities that take place over Reunion Weekend at Spring Carnival. You can also enjoy special seating at other CMU events as well as access to resources and virtual and in-person engagement opportunities throughout the year.

Save the date for Reunion Weekend at Spring Carnival on April 11-14, 2024.

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

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