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Lifetime Gifts of Insurance
(Gift illustration)

How it works

You transfer ownership of a paid-up life insurance policy to Yale.

Yale cashes the policy now, or maintains it and receives the death benefit later.

Benefits

  • You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
  • You gain the satisfaction of making a significant gift to Yale without adversely affecting your cash flow.

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.