Gift Planning Tools & Resources

The links below will direct you to information that can help you enjoy the greatest benefits for your gift and maximize your impact. Please share what you learn here with your financial advisor.

Our experienced and courteous professional staff can help you determine the best way for you to give. Please call us at 203.432.7025 or reach out via email to


Request Information
Let us help you create an effective plan for the future. Use the link above to receive personalized information about the types of gifts that might best suit your needs and goals.

Compare Gift Plans
Learn more about the different types of planned gifts and compare specific details of multiple plans.

Goals & Benefits
Discover how planned giving can help you meet your financial goals while supporting Yale.


The CARES Act–the Coronavirus Aid, Relief, and Economic Security Act
Find information on the CARES Act, a roughly $2 trillion economic stimulus plan that became law on March 27, 2020 and affects most sectors of the United States economy including charitable giving.

Bequest Intention Form (PDF)
Download and complete this form to include Yale in your estate plan.

IRA Rollover Gift Instructions (PDF)
Download the 2021 IRA gift instructions to make a qualified charitable distribution to Yale from your Individual Retirement Account.

Frequently Asked Questions
Browse some of the most common inquiries about making planned gifts and bequests to Yale. Please contact us if you do not see the answer to your question or if you would like additional information.

Learn the meaning of key terms you may encounter as you plan your gift or bequest to Yale.

UK Friends of Yale
UK Friends of Yale University Limited is an officially registered charity in the United Kingdom. Because it is also recognized by the Internal Revenue Service as a 501©(3) charitable organization in the United States, gifts to UK Friends of Yale may be eligible for tax benefits in both countries.

Tip of the Day
Keep learning about creating effective plans that benefit you and Yale.