CINXE.COM

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class="title" id="page-title">Planned Giving </h1> <div about="/giving/planned-giving" typeof="foaf:Document" id="node-page-5297" class="ds-1col node node-page view-mode-full node-published node-not-promoted node-not-sticky author-2721 odd clearfix clearfix"> <div class="field field-name-body field-type-text-with-summary field-label-hidden"><div class="field-items"><div class="field-item even" property="content:encoded"><h3><img alt="Pens with &quot;On call for humanity&quot; logo on them" src="https://nursing.yale.edu/sites/default/files/images/News%20Images/on-call-pens_banner.jpg" style="width:100%; margin-bottom:10px" width="1200" height="400" /></h3> <p>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.</p> <p>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! </p> <h3>Bequest</h3> <p>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.</p> <h3>Gift that provides you with income </h3> <p>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.</p> <h3>Giving through your IRA</h3> <p>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.</p> <p>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.</p> <h3>Designate your retirement account or donor advised fund</h3> <p>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.</p> <hr /> <p><em>“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.” </em> <em>—Roberta Fitzgerald ’66 </em></p> <p><span><a href="https://forhumanity.yale.edu/news/lifetime-care-yale-school-nursing" target="_blank">Read more</a> about how Roberta decided to give back to the nursing program she helped found.</span></p> <hr /> <p><strong>LEARN MORE</strong></p> <p>There are many planned giving options available at YSN. If you’d like to learn more, we invite you to contact us at <a href="mailto:ysn.advancement@yale.edu" target="_blank">ysn.advancement@yale.edu</a> or call the YSN Development Office at <a href="tel:203-737-4948">203-737-4948</a>. </p> </div></div></div></div> </div> </div> <aside class="grid-4 pull-8 region region-sidebar-first sidebar yale-wide-sidebar" id="region-sidebar-first"> <div class="region-inner region-sidebar-first-inner"> <div class="original-sidenav" data-set="append-sidenav"> <div id="additional-nav" class="addnav-ready"> <span class="additional-nav-button"><a id="additional-nav-button" role="button" aria-expanded="false" tabindex="0"><span class="ready">Additional Navigation</span><span class="close">Close</span></a></span> <nav class="block block-menu-block block-8 block-menu-block-8 odd block-without-title" id="block-menu-block-8" role="navigation"> <div class="block-inner clearfix"> <div class="content clearfix"> <div class="menu-block-wrapper menu-block-8 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view-mode-contact_info clearfix"> <div class="field field-name-field-position-title field-type-text field-label-hidden"><div class="field-items"><div class="field-item even">Hillary Dooley</div></div></div><div class="field field-name-field-description field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even">Major Gifts Officer</div></div></div><div class="field field-name-field-email field-type-email field-label-hidden"><div class="field-items"><div class="field-item even"><a href="mailto:hillary.dooley@yale.edu">hillary.dooley@yale.edu</a></div></div></div></div> </div></div><div class="field-item even"><div class="field-collection-view clearfix view-mode-contact-info"><div about="/field-collection/field-sidebar-contact-info/901" typeof="" class="ds-1col entity entity-field-collection-item field-collection-item-field-sidebar-contact-info view-mode-contact_info clearfix"> <div class="field field-name-field-position-title field-type-text 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