设计遗产
A gift in your will or trust is one of the easiest, most effective and flexible ways you can support 卡耐基梅隆大学 for generations to come.
Benefits of remember荷兰国际集团(ing) CMU in your will or trust:
- You keep full control of your money throughout your life.
- You can modify your gift at any time to address chang荷兰国际集团(ing) circumstances.
- You can choose to give a fixed amount or a percentage of your estate.
- You can direct your gift to a particular school, program or initiative at CMU that is close to your heart.
- You can take advantage of an estate tax deduction and other possible tax sav荷兰国际集团(ing)s.
Why Is Your Will Plan Important?
心灵的平静
Guarantees that your estate will transfer to your loved ones and organizations you support with the least amount of cost, 税收和延迟
灵活性
Allows access to your financial resources to make changes should your circumstances evolve
的关系
Reduces the potential for interpersonal conflicts with a well-designed and thoughtful plan
遗产
Reflects a lifetime of commitment to learn荷兰国际集团(ing) by provid荷兰国际集团(ing) for the people and causes closest to you
受益人名称
Not荷兰国际集团(ing) CMU as a beneficiary on your financial plans and policy assets is easy to arrange, 修改简单, reflects possible tax sav荷兰国际集团(ing)s and, 在很多情况下, is as quick as 填满荷兰国际集团(ing) out a simple form.
You can designate CMU as a beneficiary on:
- 退休账户
- 人寿保险单
- Certain bank accounts, such as certificates of deposits and sav荷兰国际集团(ing) accounts
- Investment accounts at brokerage companies
- Commercial annuity contracts
Ask your specific bank or financial services firm to provide you the appropriate instructions to make your gift or contact the Office of 礼物规划 for help in find荷兰国际集团(ing) the right information.
定制你的礼物
You can design the purpose of your gift to an area of CMU that's mean荷兰国际集团(ing)ful to you:
-
奖学金: A gift that awards financial support to undergraduate students.
-
奖学金: A gift that awards financial support to graduate students.
- 教师支持: A gift to support teach荷兰国际集团(ing) and cutt荷兰国际集团(ing)-edge research in the area of your choice.
- 院系: A gift to benefit your selected CMU colleges, departments, units or other university priorities.
- 不受限制的: A gift for CMU’s general purposes that allows the university to put your gift to the best possible use when it is received.
Your gift can be established as endowed or spendable:
- 捐赠: A gift that instructs CMU to invest your donation into the university’s endowment. You also create your own endowed fund by choos荷兰国际集团(ing) a specific purpose for your gift, know荷兰国际集团(ing) that your funds will permanently benefit Tartans for years to come.
- 可使用的: A gift the university can use in its entirety once received, based upon the designated purpose. (Unless specified as endowed, all gifts are legally considered spendable.)
Your Customized Statement of Intent
礼品策划办公室 can help you to ensure that your future gift will accomplish your specific purpose with a simple document between you and CMU that clearly describes the purpose of your gift.
- Identifies precisely your preferences and priorities
- Provides comfort in know荷兰国际集团(ing) that your gift will be used exactly as you wish
- Offers flexibility, can be amended as needed and is 100% revocable
This information is for illustration purposes only and should not be considered legal, account荷兰国际集团(ing) or other professional advice. Please consult with your personal legal, tax and financial counsel prior to mak荷兰国际集团(ing) a charitable gift.
华纳圈
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 华纳圈 donor recognition society. Let us know you’ve included CMU in your estate or financial plans by 填满荷兰国际集团(ing) 打开我们的网上表格.
Contact 礼物规划 by phone: 412-268-5346