a bold investment

Planned Giving

 

Resources

  Planned giving FAQ
  IRA Charitable Rollovers
  Bequests
  Beneficiary Designations
  Life Income Gifts
  Retained Life Estate
  Gift calculator


There are many ways you can leave a legacy at Harvey Mudd College while at the same time providing yourself and your family (or other beneficiaries), with significant income and/or tax benefits. In addition to outright, tax-deductible cash gifts, a planned gift offers creative giving options, such as:

  • A bequest in your will or revocable trust
  • A beneficiary designation on a life insurance policy, 401(k) plan or IRA
  • Life income gifts
  • Retained life estate gifts

The HMC Advancement Office would be pleased to work with you and your financial or tax advisor to establish the planned gift most appropriate for you to achieve your philanthropic and financial planning goals. Our communication with you about planned giving is confidential and without obligation.

To request information or speak with a member of our team about planned giving options, contact Euria Chung, assistant director for advancement and executive assistant to VP, 909.621.8335, euria_chung@hmc.edu.

 

Please be advised that the information provided on this website is not intended as tax or legal advice, but as general information on planned giving. For legal advice, please consult with your attorney and/or tax advisor.

Legacy Society

Originally called the One-of-a-Kind Society (OAKS), the Legacy Society honors alumni, faculty, staff and other friends who have chosen to leave a legacy for the future of Harvey Mudd College by making a planned gift.

The Legacy Society also honors members of the Galileo Society, a group of dedicated community members who provided critical support to HMC during its early years.

Legacy Society members have launched fellowships, endowed student scholarships and faculty chairs, stewarded beloved buildings and grounds, and expanded operational resources at HMC. The enduring legacy created by these gifts is symbolized by the boundless nature of the Mõbius strip.

Membership in the Legacy Society is open to all donors who have made such a commitment. If you choose to include HMC in your will or other estate plans, please let us know so that we can say "thank you." Informing us of your intentions does not create any obligation on your part.

For more information, contact Euria Chung 909.621.8335, euria_chung@hmc.edu.