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Advisors

If you are advising a client who is considering a gift to Yale, we welcome the opportunity to work with you.

Meeting Your Client’s Needs

Alumni, parents, and friends of Yale frequently work with outside advisors on financial matters, retirement planning, or estate plans. Yale has developed a suite of giving options that can offer tax advantages and other financial benefits to your clients. We would be happy to speak with you about a potential gift or to provide a gift illustration.

We want to be of assistance to you in any way we can, whether you need general information about charitable giving, seek options on behalf of a particular client, or require cooperation in the administration of a gift.

Ways to Give

Cash Gifts

Cash is the simplest asset to donate to Yale, and the simplest asset for Yale to accept and quickly put to good use.

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Stocks & Securities

When you gift stocks and securities to Yale, you take an income tax deduction and pay no capital gains tax.

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IRA Distributions

You can make strategic, tax-free annual distributions to Yale from your retirement accounts.

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Bequests

Plan your legacy—enjoy your assets today, and support Yale tomorrow.

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Life Income Gifts

Tools like trusts and charitable gift annuities help you secure lifetime income for you and your family while giving to Yale.

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Donor Advised Funds

An increasingly popular method of giving, DAFs facilitate your support of Yale and other nonprofits you care about.

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Non-Cash Assets

You can support Yale with a wide variety of assets, from private equity to real estate or personal property.

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Plan for success.

Contact us to learn more about how your clients can benefit from a planned gift to Yale.