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No Pressure: You Can Change Your Mind
When you make a donation to Claremont McKenna College through the following methods, you have the option to revoke or change your gift throughout your lifetime:
- Beneficiary designation of retirement plan assets or life insurance
- Bequest through your will or revocable living trust
Including us in your will or trust allows you to retain full control of your assets for your lifetime.
Naming us as beneficiary of a life insurance policy gives you lifetime access to the policy's cash values.
Leaving us your retirement plan assets after your lifetime and saving other less-taxed assets for loved ones is tax-smart inheritance planning.
Contact Office of Planned Giving at 888-311-4717 or 909-621-8095 or plannedgiving@cmc.edu to learn more about these flexible ways to support Claremont McKenna College.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
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Discover the gift giving potential created when you convert a small portion of your children's inheritance into an income stream.
Gift Calculator
Create your own gift illustration to see for yourself how you can benefit from a planned gift.
Gift Calculator to calculate your gift.
