Planned Giving

Did you know that you can create a meaningful legacy through planned giving? You can reach your philanthropic goals while taking advantage of methods that offer financial and tax benefits.

Planned giving commitments help YSN continue our mission and educate future Yale nurses and midwives for many generations to come. Additionally, all planned gifts will unlock an equal amount in unrestricted dollars for YSN’s endowment. If you’ve ever thought about how you’d like to make a lasting impact and leverage your giving, now is the best time because you can double your donating power! 

Bequest

Bequests allow you to give to Yale without impacting cash flow during your lifetime. You can indicate a specific amount or a percentage of your estate. You can still amend your will if your family circumstances change.

Gift that provides you with income 

Simple, stable, and secure. In exchange for a gift of $10,000 or more, Yale will make guaranteed, fixed payments for life to you. When the annuity ends, the remainder is used by Yale for a purpose you choose. Donors enjoy steady income, a tax deduction, and the opportunity to strengthen YSN with a meaningful legacy.

Giving through your IRA

Individuals who are age 70 ½ or older can make annual charitable gifts directly from their Individual Retirement Accounts to the School of Nursing. These qualified charitable distributions count toward your required minimum distribution.

A recent law just passed that now allows donors to make a one-time distribution of up to $50,000 from an IRA to fund a charitable gift annuity. Call us to hear more about how you can use your IRA for a gift that provides you with income.

Designate your retirement account or donor advised fund

Name Yale as a beneficiary of your IRA, 401(k), 403(b), or donor advised fund. You can designate YSN to receive all or a portion of your plan, and the balance of your plan is received by YSN after your passing. You can continue to take regular withdrawals.

“I was so pleased to assign Yale School of Nursing to receive the proceeds of my IRA accounts as part of my estate plan. As a former faculty member and a lifelong health professional, I know my gift will be used to support generations of students who will have an exemplary education and make significant contributions to society.”  —Roberta Fitzgerald ’66 

Read more about how Roberta decided to give back to the nursing program she helped found.

LEARN MORE

There are many planned giving options available at YSN. If you’d like to learn more, we invite you to contact us at ysn.advancement@yale.edu or call the YSN Development Office at 203-737-4948.