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Gift Planning Tools & Resources

You may have questions as you begin to plan your giving to Yale. The information here can help you understand your options and learn how to enjoy the greatest benefits while maximizing your gift’s impact.

Tools

Many of the following links direct to downloadable PDFs or Yale’s Planned Giving site and will open in new tabs.

Compare Gift Plans
Learn more about the different types of planned gifts and compare specific details of multiple plans.

Goals & Benefits
Discover how planned giving can help you meet your financial goals while supporting Yale.

Resources

Many of the following links direct to downloadable PDFs or Yale’s Planned Giving site and will open in new tabs.

Bequest Intention Form (PDF)
Download and complete this form to include Yale in your estate plan.

IRA Rollover Gift Instructions (PDF)
Download the 2022 IRA gift instructions to make a qualified charitable distribution to Yale from your Individual Retirement Account.

Frequently Asked Questions
Browse some of the most common inquiries about making planned gifts and bequests to Yale. Please contact us if you do not see the answer to your question or if you would like additional information.

Glossary
Learn the meaning of key terms you may encounter as you plan your gift or bequest to Yale.

UK Friends of Yale
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©(3) charitable organization in the United States, gifts to UK Friends of Yale may be eligible for tax benefits in both countries.

Tip of the Day (link is external)
Continue to learn how to create effective plans that benefit you and Yale.

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