Related Links

·  Gift illustration  ·  Complete gift description  ·  Is this gift for you?  ·  Important reminders  ·  Gift example

« Back

Lifetime Gift from an IRA
Pension Protection Act of 2006 - Charitable Rollover
(Important Reminders)

• You must be 70½ at the time you direct your IRA administratior to transfer the funds to Yale.
• The transfer must be directly from the IRA to Yale (see sample letter).
• Gifts cannot exceed $100,000 per year in 2006 and 2007.
• State income tax may still be due.
• You do not qualify for an income tax charitable deduction.

BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.

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.