Goals and Benefits

Your Goals

Your Strategy

Your Benefits

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

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

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

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

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

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

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

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

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

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

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