Goals and Benefits
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Maximize your deduction; minimize the gift details |
Use cash to make your gift to Yale |
Claim
your deduction against a larger portion of your adjusted gross
income and make an immediate impact on Yale |
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Afford a larger gift to Yale — and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy
low and give high — make a gift that costs you less than
the benefit it delivers to us, while avoiding capital gains
tax |
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Make a gift for Yale 's future that doesn't affect your cash flow or portfolio now |
Include a bequest in your will (cash, specific property, or a share of the estate residue) |
Today — a
gift that costs you and your family nothing. Tomorrow — an
estate tax deduction |
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Retain
income benefits from the assets you give to Yale — thus
afford a larger gift |
Make a contribution to our pooled
income fund.
Create a charitable gift annuity or
a charitable remainder annuity
trust or unitrust |
Receive payments for your lifetime; receive a charitable deduction; diversify your holdings |
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Reduce
high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A
larger deduction and higher payment than other life-income
gifts may offer |
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Make a significant gift that allows you to benefit from Yale's Endowment performance; retain flexibility over your charitable giving. |
Establish a donor advised fund at Yale |
Fund commingled with Yale Endowment, distributions made on your timetable, no administrative expenses, more favorable tax treatment than gifts to private foundation |
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Tap one of the most valuable assets in your portfolio to make a gift to Yale |
Use real estate to make your gift to Yale |
Avoid
capital gains tax, receive an income tax deduction — and
have the option of a gift that doesn't affect your lifestyle |
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create
a charitable lead trust which
supports programs at Yale for a fixed,
finite period with the principal going to your heirs. |
Reduce
gift and estate taxes, and freeze the taxable value of growing
assets before they pass to your family |
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Avoid capital gains liability on the transfer of a business or partnership interest |
Contribute the partnership interest or closely-held stock to Yale |
Avoid
capital gain liability, receive an income tax deduction, and
utilize a gift asset you may have overlooked |
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Locate an overlooked asset that you can easily give to Yale |
Name Yale as beneficiary of your retirement plan; leave other assets to family |
Eliminate
income tax on retirement plan assets; free up other property
to pass to your heirs |
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Make an endowment gift from income rather than capital |
Donate a paid-up life insurance policy whose coverage you no longer need |
Increase your ability to make a significant gift to Yale |