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Testamentary Life Income Gifts
(Is this gift for you?)
Create a testamentary life-income gift in your estate plan if ...
- You want to make a significant gift to Yale but must also provide for family.
- You are looking for tools to reduce the tax liability your estate will bear.
- You want to direct income to a special-needs family member, to an employee or caregiver, or to beneficiaries who do not need a large outright bequest.
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.