Planned Giving
Many alumni and friends have chosen to support the YLS through the making of "planned gifts" that may include gifts of assets other than cash or securities; life income gifts whereby the donor transfers an asset and retains, or provides for another person or persons, an income for life; charitable lead trusts that may permit people to save on income, gift, and estate taxes; or bequests.
Even gifts of cash and marketable securities may be considered to be planned gifts. In fact, any time you stop to consider the timing or tax benefits of making a gift, you may be making a planned gift.
Even gifts of cash and marketable securities may be considered to be planned gifts. In fact, any time you stop to consider the timing or tax benefits of making a gift, you may be making a planned gift.
For information on planned gifts contact Stephen Ackley-Ortiz, Director of Planned Giving, at (203) 432-4784. You may also learn more about planned giving opportunities at Yale by visiting the University's Planned Giving website at http://www.yale.planyourlegacy.org/.










