Carnegie Mellon University

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Giving Through Your Estate

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A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Carnegie Mellon in ways that may not be possible through lifetime gifts.

Giving through your estate plan generates a charitable estate-tax deduction and may result in substantial tax savings.

You may direct all or a portion of your estate to Carnegie Mellon.

Gifts by Will

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit Carnegie Mellon.

Bequest Language for Donors

Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust. This type of transfer enables you to make generous gifts that may not be possible during your lifetime.

Beneficiary Designation

While most assets pass through a will, retirement plans and life insurance policies are governed by a separate document called a beneficiary designation.