Flowers blooming in front of Yale window

Options, Tools, and Resources

Whether you are planning for retirement, looking to provide for a loved one, or seeking to maximize your gift, you can support Yale’s historic For Humanity campaign while meeting your goals through planned giving. Please share what you learn here with your financial advisor.

Gift Options

Whether you are planning for retirement, looking to provide for a loved one, or seeking to maximize your gift, you can support Yale’s For Humanity campaign while meeting your goals. Use the information and links on this page to learn about planned giving options, which can offer you significant financial and tax benefits.

Gift Planning Tools & Resources

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

Tools

Request Information
Let us help you create an effective plan for the future. Use the link above to receive personalized information about the types of gifts that might best suit your needs and goals.

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

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

IRA Rollover Gift Instructions (PDF)
Download the 2021 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.

 

For Humanity

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