Testamentary Life Income Gift

Is this gift right for you?

A gift of testamentary life income is for you if…

• You want to make a significant gift to Yale but must also provide for family.
• You are looking for tools to reduce the tax liability your estate will bear.
• You want to direct income to a special-needs family member, to an employee or caregiver, or to beneficiaries who do not need a large outright bequest.