Bequest/Trust Language

We suggest:

I give to Harvey Mudd College, a California non-profit corporation, located in Claremont, California, for its general purposes as may be determined by its President and Board of Trustees the following property: __________________________________.

Gifts for specific purposes and endowments are encouraged; the Gift Planning staff will be happy to give guidance for specific situations.

Legal Name and Address
Harvey Mudd College
301 Platt Boulevard
Claremont, California 91711-5990

IRS Determination
Harvey Mudd College is a 501(c)(3) organization. An IRS determination letter is available if needed.

Organization Type
Harvey Mudd College is a publicly supported, "50/30%-type" organization for purposes of calculating income tax deductions.

Federal Tax ID
HMC's federal tax ID is: 95-1911219

HMC as Trustee
Harvey Mudd College is capable of serving as Trustee for charitable trusts and charitable gift annuities. It will normally serve without fee as Trustee; investment management and other fees may be charged to the trust.

Gift Illustrations
Gift illustrations are available to demonstrate tax and financial aspects of planned gifts by your clients. Anonymity is preserved. If you wish to calculate the tax deduction for a specific planned gift, use our Gift Calculator.

Published Rate Schedule
Harvey Mudd College uses the published rate schedule of the American Council on Gift Annuities when establishing Charitable Gift Annuities. A copy of the current schedule will be sent to you upon request. Current representative rates are available here.

Model Standards of Practice
The Gift Planning staff of Harvey Mudd College subscribes to the Model Standards of Practice for the Charitable Gift Planner as formulated by the National Committee on Planned Giving.