How to Give
Be a Part of Something Big
When you give to Yale, you’re doing more than supporting a university. Your gift is an investment in people who are uncovering new knowledge, innovating, and putting their expertise to use for the good of all humanity. For insight, for breakthroughs, for impact, for a better world—everyone can participate. There are many ways to give, and here you can find the one that’s right for you.
Making a Gift
You can give to Yale via cash, check, and with a credit card online or over the phone, as well as with a gift of marketable securities or other assets. Email firstname.lastname@example.org or call 203.432.5436 for details.
Your gift can have an even greater impact if your employer has a matching gift program.
Yale’s Federal Tax ID is 06-0646973. Gifts to Yale are tax deductible in compliance with IRS guidelines.
You can make a gift of cash via check, credit card, or wire transfer.
To give by credit card (Visa, Mastercard, or American Express), please make your gift online or call 1.800.395.7646 or 203.432.5436.
Please make checks out to Yale University and mail to:
Office of Development
P.O. Box 2038
New Haven, CT 06521-2038
To give via cash wire transfer, please call 203.432.2206.
Your gift can have an even greater impact if your employer has a matching gift program. Find out if your company will match your contribution.
If your company participates, request a matching gift form from your employer, and send it to Yale completed and signed with your gift. We’ll do the rest. Matched gifts may double or even triple your original gift amount. Your spouse’s company may also match your gift, and some companies also match gifts made by retirees.
With a gift of appreciated securities that you have held for more than one year, you can take a federal income tax deduction equal to the fair market value of the stock on the date of the gift for up to 30 percent of your adjusted gross income and avoid tax on the capital gain.
Securities held by your bank or broker
To give securities held by your bank or broker, please instruct your bank or broker to call Donated Securities at 203.432.4107 or email email@example.com for instructions. Please tell your bank or broker not to proceed until speaking with a representative in our office.
You can also make a donation of securities online.
Securities you hold
To give securities you hold, please send unendorsed certificates by mail, along with a letter stating your name, address, Yale College class or Yale school affiliation, the purpose of your gift, and securities cost-basis information to:
Office of Development
P.O. Box 805
New Haven, CT 06503-0805
In a separate envelope, please mail to the same address a stock power for each certificate, along with a copy of your letter. Do not complete any information on the stock power other than your signature and the date and obtain a medallion signature guarantee. If the certificate represents a greater number of shares than you intend to give to Yale, please enclose a note requesting the return of a new stock certificate with the non-gift balance and include your social security number, full name, address, and phone number.
Your bank or broker can supply you with blank stock powers, or Donated Securities will be happy to send them to you. For most expedient handling, do not fill in Yale’s name as transferee on either the stock certificate or the stock power, and please do not send stock certificates to a transfer agent for transfer into Yale’s name.
Mutual fund shares
To give mutual fund shares, please contact Donated Securities at 203.432.4107. The procedure for transferring shares is established by the mutual fund company. Donated Securities will be able to assist you with the appropriate letters of instruction.
Excise tax on donated securities
As of July 1, 2018, the Tax Cuts and Jobs Act of 2017 imposes on Yale a 1.4 percent excise tax on net investment income. Yale’s income includes the difference between a donor’s tax basis (typically the original purchase price) and the net proceeds Yale receives upon sale of donated securities. To calculate Yale’s tax liability, we need to collect information about the tax basis of all donated securities.
Yale's Federal Tax ID is 06-0646973
Gifts to Yale may be made in the form of many other types of assets. Appreciated assets are particularly tax-efficient gifts. You may wish to consider gifts of closely held stock, tangible personal property, or real estate. See Planned Giving & Bequests for further information.
Call toll free at 1.800.395.7646 or email firstname.lastname@example.org with any questions.
UK Friends of Yale University Limited is an officially registered charity in the United Kingdom. Because it is also recognized by the Internal Revenue Service as a 501(c)(3) charitable organization in the United States, gifts to UK Friends of Yale may be simultaneously eligible for tax benefits in both countries.
What are the tax benefits of making cash gifts through UK Friends of Yale?
For UK taxpayers:
Cash gifts made to UK Friends of Yale may be eligible for Gift Aid, a UK government program that encourages charitable giving. The value of your gift is increased because UK Friends of Yale can apply to HM Revenue and Customs to claim the basic rate income tax that has been paid on the gross amount of the gift. For example, if you make a gift of £1000, UK Friends of Yale will be able to recover a further £250 from HMRC. If you are a UK higher rate taxpayer, you may be entitled to claim further tax relief in your self assessment tax return.
For US taxpayers also subject to UK tax:
If you are an American citizen subject to income tax in both countries, you can take advantage of the Gift Aid scheme and other tax relief in the UK, and you may also be able to claim a US charitable income tax deduction for the amount of your gift, including gift aid, on your IRS Form 1040.
How do I know if my gift is eligible for Gift Aid?
Your gift is eligible for Gift Aid if you made a monetary gift to UK Friends of Yale (gifts of other assets do not qualify); you pay enough UK income and/or capital gains tax to cover the amount of the tax that UK Friends of Yale will claim from HMRC; and you provide UK Friends of Yale with a valid Gift Aid Declaration.
Is there a limit to the number of gifts eligible for Gift Aid that I can make to UK Friends of Yale?
What type of currency is accepted by UK Friends of Yale?
Gifts to UK Friends of Yale can be made in any hard currency.
How is my gift acknowledged?
You will be provided with separate letters of acknowledgement from UK Friends of Yale and Yale University that will substantiate your gift (including any amount reclaimed through Gift Aid) for UK and US tax purposes. Gifts applied for purposes at Yale will receive reunion recognition.
Can I designate my gift to UK Friends of Yale for a specific purpose?
You may earmark your gift to UK Friends of Yale to support a particular purpose or program that is consistent with the objectives of the charity, which are to advance and promote the charitable educational work of Yale University. If you are considering a gift with specific restrictions for its use, please contact us to ensure that UK Friends of Yale will be able to fulfill your intentions.
Can I make a gift to UK Friends of Yale through my estate?
Yes. A bequest to UK Friends of Yale will be exempt from both UK inheritance tax and US federal estate tax.
Where can I send my cash contribution?
You can mail your check and Gift Aid Declaration to our company administrator, Eileen Flood, at the address below. Please also contact Eileen Flood if you wish to arrange a wire transfer of funds.
Gift Aid Declarations can also be emailed to UKFriends@yale.edu.
Can I make my gift via credit card?
To make a gift using Mastercard, Visa, or American Express please telephone Eileen Flood at the number below to provide your credit card details.
For more information about UK Friends of Yale, to make a gift, or obtain a Gift Aid Declaration form, please contact our company administrator, Eileen Flood, at:
19 Norcott Road
London N16 7EJ
Tel: 020 7502 2813
Since individual circumstances will vary, we also encourage you to contact your tax advisor.
The Yale University Hong Kong Charitable Trust, established in 1996, is a public, tax exempt charity registered under Section 88 of the Hong Kong Inland Revenue Ordinance. As such, it may provide a tax-efficient option for Hong Kong taxpayers wishing to make a gift to Yale University.
Donations of money to the Yale University Hong Kong Charitable Trust may be deducted from a donor’s net assessable income under salaries tax, assessable profits under profits tax, and total income under personal assessment, within the limits set by the Hong Kong Inland Revenue Ordinance. Donors are strongly encouraged to contact their own tax advisors regarding the individual benefits of making gifts through Yale’s Hong Kong Charitable Trust.
Donors are provided with a letter of acknowledgement from the Yale University Hong Kong Charitable Trust that will substantiate their donation for Hong Kong tax purposes. Donors should retain the acknowledgement letter as part of their tax records for at least seven years from the date of their gift.
Designation of gifts to the Yale University Hong Kong Charitable Trust
Gifts to the Yale University Hong Kong Charitable Trust may be designated to support a particular purpose or program that advances and promotes the charitable educational work of Yale University. Donors who are considering a gift with specific restrictions for its use should contact the university to ensure that their intentions can be fulfilled.
Donors who wish to arrange a wire transfer of funds directly to the Yale University Hong Kong Charitable Trust’s bank account at BNY Mellon should contact the office of planned giving for instructions.