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Charitable Gift Annuity

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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.

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