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Deferred Gift Annuities
(Gift illustration)
How it works
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You transfer cash, securities or other property to Yale. |
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Beginning on a specified date in the future, Yale begins to pay you, or up to two annuitants you name, fixed annuity payments for life. |
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The principal passes to Yale when the contract ends. |
Benefits
- Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
- You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
- The longer you defer payments, the higher the effective rate you will receive.
- You have the satisfaction of making a significant gift now that benefits both you and Yale later.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.