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.
- Click here for suggested bequest language or a PDF version.
- Click here for securities transfer instructions.
- Click here for IRA charitable distribution instructions.
- Click here for a gift confirmation form that can be used to provide notice that a legacy gift (beneficiary designation or estate gift) has been made to Carnegie Mellon.
Below is some of the basic information you may need.
All charitable gifts should be directed to Carnegie Mellon University, a Pennsylvania non-profit corporation having a principal place of business located at 5000 Forbes Ave., Pittsburgh, PA 15213 or its successor, Federal Tax Identification Number: 25-0969449.
Tax I.D. Number: 25-0969449
Carnegie Mellon University
Office of Gift Planning
PPG Place, 11th Floor
Pittsburgh, PA 15213
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.
While estate planning can entail some difficult choices and means confronting uncomfortable issues, it does provide a sense of relief and peace of mind when it is done. Learn more with our free Estate Planning Guide.
Giving to Carnegie Mellon University can be either immediate or deferred through a planned gift based on you and your family's needs. We have created a chart so you can consider the different types of assets you could gift and determine the advantages of giving certain types of gifts.
Our gift calculator provides deduction calculations for all planned gift types and creates a personalized graphic of the gift you choose.
Carnegie Mellon University strives to honor the intentions of all our donors and to make donating to CMU as easy as possible. Utilize the following forms to help plan your legacy gift.