Have you ever asked yourself, “I wish I could do more to help CMU students, but…?”
Smart giving choices allow you to make the most impact when sharing your life’s blessings. (Read about Joyce's sharing kindness in smart ways!)
Everyone’s goals and situations are different. We can guide you on your epic journey by clearly defining what you want to accomplish with your generosity and finding the smartest ways to make that happen.
Reviewing your motivation for giving, tax situation, family and personal obligations, and the makeup of your wealth will help you make the smartest choices. We will help you with questions like these:
- What impact do I want to make?
- When is the best time for me to give?
- Which assets are best to share?
- How can I meet current needs and still be generous?
- Where do I start?
To aid you, please use this “Smart Giving Review” below. Submit your answers online to start a conversation. Or use it as a guide to ask those who advise you in managing your wealth.
Contact Rick Adleman [email protected] or 970.248.1871 to chat about what’s best for you.
Useful Resources to Download
Guidelines for Establishing a Scholarship
