Planned Giving
Whether you’re planning for retirement or exploring ways to provide for your loved ones, making a planned gift to Yale ensures that students, faculty members, and programs can thrive for years to come while offering tax advantages and other financial benefits to you and your family.
Secure What Matters Most to You
There are many ways to give and options that can be customized for your financial situation. Our team in the Yale Office of Planned Giving can help you, or your representative, plan a gift that will best serve your own financial future and best benefit Yale. We are happy to meet by phone or in person. Email us at development.plannedgiving@yale.edu or call 203.432.5436 to get started.
Planned Giving Options
Here are some of the ways you can make a planned gift to Yale.
Bequests
Support future generations at Yale by including a bequest to the university in your will, trust, or through a beneficiary designation from an account.
Gifts from Your IRA
A gift from your retirement plan offers significant financial and tax benefits. There are many ways to include Yale in your retirement planning, including an IRA Qualified Charitable Distribution or naming Yale as a beneficiary of your IRA.
Learn more about IRA Distributions
Life Income Gifts
Make a life income gift to Yale and reap significant tax and life income benefits for you and your family.
Learn more about Life Income Gifts
Non-Cash Assets
You can support Yale with a wide variety of assets, from private equity to real estate or personal property.
Giving Society
Yale Legacy Partners
Yale Legacy Partners recognizes alumni, family, and friends who are helping to build Yale’s future by designating the university as the recipient of a bequest or other planned gift.
Plan your gift.
Contact us to learn more or get started planning your gift to Yale.
