Planned Giving at CMC

Welcome to Claremont McKenna's Planned Giving Web Site!

Claremont McKenna College has launched the most ambitious campaign in the history of the liberal arts. Planned gift commitments can play an important role in the success of The Campaign for Claremont McKenna and reaching our goal of $600 million to support faculty, students, facilities, The Robert Day Scholars Program and The Fund for CMC. Claremont McKenna offers many planned gift strategies that can enhance your personal well-being while helping the College secure its leadership position well into the future.

We've created this Web site to help you dream, about our future and yours. If you're not sure where to begin, try our Choose a Gift planner.

If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option.

Try our FREE downloadable Personal Management Tool!
Organizing your personal and financial affairs just got easier with The Organizer, an electronic personal records file, asset inventory, net worth calculator, and more. Created in Excel, The Organizer is fully customizable to suit your situation. We are pleased to provide you with this free personal management tool. To get your free download, click here.

Check Out Our Monthly Feature Articles:

Will New Tax Laws Affect My Estate Plan?
It's an extraordinarily uncertain time—tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply). More

Your Estate Plan Check-In
Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track. More

5 Moves to Make After Age 50
If you are 50 or older, there are key steps you should take to prepare for your future. More

What You Need to Know to Protect Your Children's Inheritance
One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will. More

Savings Bond Magic: How to Make the Taxes Disappear
Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds. More