- Establish a Gift that pays you income, some of which might be tax-free.
- Evaluate Donor Advised Fund Options as you may be able to name CMU as the remainder beneficiary of your fund.
- Give Gifts of Stock, Marketable Securities, Real Estate or other appreciated assets to maximize the impact and tax benefits of your gift.
- Review Your IRA and 401(k) Accounts to ensure your family, Carnegie Mellon University and your other favorite charities are appropriately noted as beneficiaries.
- Make a Gift Today to make a difference in 2020 and beyond. If you are 70 1/2 or older, a qualified charitable distribution from your IRA may be the best way to support innovation and ingenuity at CMU, while also reducing your tax obligation.
Ready to learn more? Contact the Carnegie Mellon Office of Gift Planning at 412-268-5346 or mickkoster@andrew.cmu.edu .