Carnegie Mellon University

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Tax Benefits of Giving

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Giving to [charity_name] and Tax Benefits

Those who give to Carnegie Mellon are eligible to receive great tax benefits. Here are some examples of gifts and their associated benefits you may wish to consider as part of your estate plan.

 

 

Charitable Lead Annuity Trust

Make a substantial gift to Carnegie Mellon University in the form of fixed annual payments over a set period of time and transfer the remaining assets to your family or other heirs at reduced tax cost.

Charitable Lead Unitrust

Make a substantial gift to Carnegie Mellon University in the form of annual payments and transfer the remaining assets to your family or other heirs at reduced tax cost.

Retained Life Estates

A retained life estate is an arrangement that allows you to donate real estate to Carnegie Mellon. You receive an income tax deduction and retain the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes. If you cannot use your entire deduction in the year of your gift, you may carry forward all unused deduction for up to five additional years if you are able to itemize in each of those years.

Bargain Sale

By selling to Carnegie Mellon a valuable asset, such as real estate, for less than its worth, you can receive immediate cash and fulfill your charitable intentions to CMU.