Information for Attorneys and Other Professionals
The Office of Gift Planning at Yale provides support for a full range of charitable Gift Planning options and services. Yale, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide through this website, printed materials or other sources.
We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support Yale’s charitable non-profit mission. Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name
All charitable gifts should be directed to Yale, the charitable, tax-exempt organization located in Connecticut.
TAX I.D. Number
Yale’s TAX ID number is #####.
Important Information
Click here to download stock transfer instructions for Yale.
Click here to view sample bequest language for Yale.
Gift Plans
- Bequest
- Charitable Bargain Sale
- Charitable Gift Annuity
- Deferred Gift Annuity
- Charitable Lead Trust
- Remainder Annuity Trust
- Remainder Unitrust
- Retained Life Estate
- Pooled Income Fund
- Testamentary Life Income