Planned Giving
Your commitment to the Yale School of Nursing can extend far beyond today. Through planned giving, you can help educate future nurse leaders, advance innovation in healthcare, and ensure that generations of patients benefit from compassionate, expert care. Discover how you can create a lasting legacy while achieving your personal philanthropic and financial goals.
To request more information, please fill out this form. Or scroll down for frequently asked questions.
What qualifies as a future gift through an estate plan?
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.
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 may count toward your required minimum distribution.
For more information on the benefits and qualifications, please click here.
Donors also may make a one-time election to distribute up to $54,000 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 lifetime. You can continue to take regular withdrawals within your lifetime.
Gift that provides you with income: Charitable Gift Annuity
Simple, stable, and secure. In exchange for a gift of $10,000 or more, Yale will make guaranteed, fixed payments for life to you or someone else. When the annuity ends, the remainder is used by Yale for a purpose you choose. Benefits include steady income, a tax deduction for the donor, and the opportunity to strengthen YSN with a meaningful legacy.
I’m a bit confused by the options. What gift may work best for me?
We are happy to speak with you to help guide you as you think about a future gift. For more information, please email Hillary Dooley at hillary.dooley@yale.edu.
We want to help find the option that works best for you whether you are looking to maximize tax benefits, produce income, or preserve assets for your heirs. If you are not sure where to start, we offer a simple tool that can help. Answer the basic questions, and we will recommend a gift that may be of interest to you.
What if my circumstances change after I have documented my planned gift?
No problem! You are documenting a gift intention, which means you can always amend your will or trust if your circumstances change.
I already have a planned gift for YSN. How do I let you know?
We will walk you step-by-step through how to document your gift, including completing the Bequest Intention Form. Please email Hillary Dooley at hillary.dooley@yale.edu or call 203-737-4948 to get started.
I still have more questions. Who should I contact?
Let’s chat! Please contact Hillary Dooley at hillary.dooley@yale.edu. You can also call the YSN Development Office at 203-737-4948 or fill out this form.
“As an alumna and faculty member at YSN, I want to make a lasting impact for our nursing students. I was pleased to designate a portion of my retirement account to support scholarships for YSN students. The process was simple, and I was thrilled my gift intention unlocked an additional matching contribution for YSN. I look forward to supporting future generations of students.”
Heather Reynolds ’80 MSN
