Planned Giving
It’s easy to leave your legacy at the Yale School of Public Health. A planned gift to the school can provide you with lifetime earnings, create tax savings, and can cost you nothing during your lifetime – all while supporting our mission to catalyze health for all through innovative and collaborative science, learning and action.
And now, thanks to the Yale $50 Million Challenge, your planned gift to YSPH has an additional impact: Planned gift commitments such as bequests and gifts that provide lifetime income count towards unlocking additional endowment monies for the school if the donor directs the gift toward an endowed fund.
There are many ways to make a planned gift for the School of Public Health, including methods that offer financial and tax benefits:
- Make a gift that costs you nothing at this time. In your will, trust, or other estate document, include a bequest of cash, securities, or other property.
- Name YSPH as a beneficiary of your retirement plan, a bank account, or a life insurance policy.
- Create a charitable gift annuity or charitable remainder trust , securing income for you and a loved one while securing income tax savings.
- Designate a specific dollar amount, a particular asset, or a fixed percentage of your estate to YSPH
- Leave all or a portion of your residuary estate to YSPH after providing for other beneficiaries.
Let us help you decide which kind of planned gift is right for you. Contact Benjamin Zoll, Chief Development Officer with questions or to document your plans. For more information on the types of planned gifts available at Yale, you can visit Yale University’s Planned Giving website.