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How It Works

• You transfer cash or securities to Yale.
• Yale pays you or one other beneficiary you name fixed income for life.
• The remaining balance passes to Yale when the contract ends at the death of the last beneficiary.

Benefits

• Receive dependable, fixed income for life in return for your gift.
• In many cases, increase the yield you are currently receiving from stocks or CDs. 
• Receive an immediate income tax deduction for a portion of your gift.
• A portion of your annuity payment will be tax-free.

Next

• More detail on gift annuities.
• Frequently asked questions on gift annuities.
• Contact us so we can assist you through every step.