If you are advising a client who is considering a planned gift or bequest to Carnegie Mellon University, we welcome the opportunity to work with you in helping your client. Please use the resources and tools below and contact us anytime for further information or assistance on a confidential basis.
All charitable gifts should be directed to “Carnegie Mellon University, a Pennsylvania nonprofit corporation located in Pittsburgh, Pennsylvania, or its successor thereto.”
Resources for Professional Advisors
Carnegie Mellon University works closely with the Planned Giving Design Center (PGDC) to make available a number of resources related to charitable giving and estate planning.
We invite attorneys, accountants, financial planners and other advisory professionals to explore the PGDC’s informative publications.
Consistent with its interests and the interests of its supporters, Carnegie Mellon University strives to honor the intentions of all our donors and to make donating to CMU as easy as possible. Accordingly, we hope the following will prove helpful to you and your clients.
- Click here for suggested bequest wording.
- Click here for securities transfer instructions.
- Click here for IRA charitable rollover instructions.
If your client arranges an estate gift for the benefit of Carnegie Mellon, we would very much appreciate knowing about the gift, so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes.
We respect the fact that in some cases, donors prefer to remain anonymous. In that case, if you are willing to serve as an intermediary, your client can share information with us without divulging his or her identity.
- Click here to learn more about The Warner Circle.
- Click here for a gift confirmation form that can be used to notify Carnegie Mellon University that an estate gift has been arranged for its benefit.
Finally, we want to be of assistance to you in any way we can, whether you are seeking general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift.
- Contact us to discuss a potential – or even merely hypothetical – gift situation or to request a gift illustration.
- Give our online calculator a try.
Thank you for the work you do on behalf of our donors!
Planned giving provides the foundation for Carnegie Mellon University’s work and the ability for you to leave a lasting legacy. These charitable gifts allow you to provide for your family and those close to you during your lifetime and afterwards. We can help you find the best way to make your gift, and perhaps find a gift option that you may not have otherwise thought was possible.
Carnegie Mellon University is grateful for the support provided by donors who have made planned gifts to our institution. Through their generosity, these individuals have demonstrated their commitment to the future of Carnegie Mellon through gifts that have created meaningful legacies. Here are some of their stories.
Learn which assets are most commonly used to fund a gift to Carnegie Mellon.
Donor and Advisor Resources
Some planned gifts are simple to make. Others are more complex. Whichever option suits your needs and interests, we aim to make it as simple as possible to create a legacy at Carnegie Mellon.
Contact our Office of Gift Planning for information on gift strategies that can help you support Carnegie Mellon University and provide significant benefits to you and your family.
Carnegie Mellon University
Office of Gift Planning
Six PPG Place, 11th Floor
Pittsburgh, PA 15222-5409