Gift Plans

Bequest
Give to Yale without affecting your cash flow during your lifetime.

Charitable Gift Annuity—Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity—Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Donor Advised Fund
Make a significant gift that allows you to benefit from Yale's Endowment performance while retaining the flexibility to direct your giving to areas at Yale and other charitable organizations.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer, and secure lifetime income.

Remainder Annuity Trust
Make a large gift and receive a fixed-income payout each year.

Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

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

Testamentary Life Income Gift
One gift in your estate can benefit both your family and Yale.