Types of Planned Gifts

Whether you are planning for retirement, looking to provide for a loved one, or seeking to maximize your gift, you can support Yale while meeting your goals. Use the information and links below to learn about planned giving methods, which may offer you significant financial and tax benefits.

Our staff are happy to help you decide with kind of planned gift is right for you. Please call us at 203.432.7025 or contact us via email at development.plannedgiving@yale.edu.

Gifts that Cost You Nothing During Your Lifetime

There are many ways to support Yale’s future that do not affect you and your family during your lifetime. Including a bequest in your estate plan is one way to leave a legacy. There are also other arrangements, similar to bequests, which are simple, straightforward, and accomplish the same goal.

Bequests (Gifts by Will or Living Trust)
Give to Yale without affecting your cash flow.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Yale.

Testamentary Life Income Gifts
An estate gift that benefits both your family and Yale. 

Gifts of Life Insurance
Give a policy you no longer need to Yale.

Gifts that Provide Lifetime Income

Gifts that pay lifetime income have many benefits: dependable income for you and your family, tax savings, and a means to support Yale. Whether you are planning for retirement, the educational expenses of children or grandchildren, or the care of loved ones, life income gifts are an excellent way to meet your personal and philanthropic goals.

Charitable Gift Annuities—Immediate
Receive stable lifetime payments and significant tax benefits. 

Charitable Gift Annuities—Deferred
Grow earnings by deferring the start of annuity payments.

Charitable Remainder Annuity Trusts
Receive fixed payments and tax advantages.

Charitable Remainder Unitrusts
Create a flexible source of income for you or your loved ones. 

Pooled Income Funds
Secure lifetime income with a plan that works like a charitable mutual fund.

Other Types of Gifts

There are several additional strategic options available to help meet your personal and philanthropic goals.

Donor Advised Funds
Make a significant gift that allows you to benefit from Yale’s Endowment performance and keep the flexibility to direct your giving to Yale and other charitable organizations.

Retained Life Estates
Receive a large deduction by donating a residence while retaining the right to live there.

Charitable Lead Trusts
Discover an innovative way to pass appreciating assets on to family members while making gifts.

Strategic Use of Your Assets

You can contribute many types of assets to receive tax advantages and provide meaningful support for Yale. Real estate, personal property like works of art, and privately held business interests are a few examples of assets that can be given to the university in strategic ways.

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Yale. 

Gifts of Appreciated Securities
You can receive one of the IRS’s  most significant tax breaks for gifts of appreciated securities. 

Gifts of Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Gifts of Real Estate
Make a substantial gift to Yale with residential, commercial, or undeveloped real estate. 

Gifts of Business Interests
Give Yale an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Yale by transferring interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.