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How It Works

• You transfer ownership of a paid-up life insurance policy to Yale.

• Yale cashes the policy now, or maintains it and receives the death benefit later.

Benefits

• You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
• You gain the satisfaction of making a significant gift to Yale without adversely affecting your cash flow.

Next

• More detail on gifts of life insurance - new policy.
• Frequently asked questions on gifts of life insurance - new policy.
• Contact us so we can assist you through every step.