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Testamentary Life Income Gifts
(Gift illustration)
How it works
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You write a will or revocable trust directing a bequest to Yale. |
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You provide that the bequest first create a life-income gift benefiting your heirs. |
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After their income interest terminates, the remaining balance in the gift passes to Yale. |
Benefits
- One estate asset can benefit both Yale and your heirs.
- Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
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.