Carnegie Mellon University

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Benefits of Giving

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In addition to supporting the mission of Carnegie Mellon, a planned gift can provide you with substantial tax advantages, especially on gifts of highly appreciated assets, such as stocks and real estate. The total savings, inclcding income, estate and capital gains taxes as well as probate expenses, can be very significant to the preservation of your wealth. The benefits may include: 

  • Income Tax Deductions
  • Reduced Capital Gains Taxes
  • Reduced Estate Tax
  • Income for Life

Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that suits your needs, as well as the needs of Carnegie Mellon. Depending on how the gift is structured, a planned gift may benefit you, your loved ones, and Carnegie Mellon.