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How It Works

• You transfer cash or securities to one of Yale's pooled income funds.
• The fund issues you units, like a mutual fund, and pays you (or up to two income beneficiaries you name) the annual income attributable to your units for life.
• The principal attributed to your units passes to Yale at the passing of the last income beneficiary.

Benefits

• Receive income for life in return for your gift.
• Receive an immediate income tax deduction for a portion of your gift to the Fund.
• Pay no capital gains tax on any appreciated assets you donate.
• Income can exceed dividends you were receiving on the securities you donated.

Next

• More detail about pooled income funds.
• Frequently asked questions on pooled income funds.
• Contact us so we can assist you through every step.