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Deferred Gift Annuity
(Is this gift for you?)
A deferred gift annuity is for you if ...
- You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
- You want to make a significant gift to Yale and receive payments in return.
- You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments.
- You want the security of payments that won't fluctuate during your lifetime.
- You also appreciate the safety of your payments being a general financial obligation of Yale.
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.