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Make strategic use of your assets

Name Yale School of Medicine as a beneficiary of your retirement plan …

  • Flexible, revocable. 
  • Not restricted by age. 
  • You have control of your assets during your lifetime. 
  • You can minimize taxes.

… or make a tax-free gift to Yale from your IRA

  • Make a gift of up to $100,000 each year. 
  • Individuals age 70 ½ and older are eligible.
  • Counts toward minimum required distribution. 
  • Not treated as taxable income.

Support Yale Medicine with a gift of real estate

Making a gift of a primary residence, vacation home, undeveloped land, or other property interests is a strategic way to support Yale School of Medicine.

Real estate 

  • Maximize your giving potential. 
  • Generate tax deductions. 
  • Save on capital gains tax. 

Real estate may also be used to fund a charitable remainder trust.

Yale University’s federal tax identification number is 06–0646973

After moving to a retirement community, Stephen and Carol Schimpff made a gift of their former home to Yale. The proceeds will fund a scholarship in their names.