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Charitable Gift Annuities
(Gift illustration)
How it works
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You transfer cash or securities to Yale. |
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Yale pays you, or up to two annuitants you name, a lifetime annuity. |
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The remainder passes to Yale when the contract ends. |
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your lifetime annuity is backed by all of Yale's assets.
- Your annuity payments are treated as part ordinary income, part capital gains income and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and Yale later.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.
