Yale School of Management

Planned Giving

Secure your financial future and support the Yale School of Management’s mission to educate leaders for business and society.

SOM Artwork

Supporters who include Yale SOM in their estate plans or make other planned gifts to the school provide crucial long-term backing that enables the school to pursue ambitious goals—and are recognized as members of the Frederick W. Beinecke 1909S and Edwin J. Beinecke 1907 Society.

You can join this group of far-sighted and devoted donors if you have named Yale SOM as a beneficiary in your will or trust, established a life income gift, donated an IRA or other retirement plan, named Yale SOM as a beneficiary of a life insurance policy, or made some other form of planned gift.

Planned Gift Options

  • Gifts that Cost You Nothing During Your Lifetime
    • Will/Bequest or Revocable Living Trust: Receive a deduction for estate taxes and help to secure Yale SOM’s future with a gift that doesn’t affect your current cash flow
    • Retirement Plan Designation: Name Yale as a beneficiary of your IRA, 401(k), or other qualified plan and avoid the potential double taxation of these assets via income and estate taxes. No need to update your will. 
  • Gifts that Create Income for You
    • Charitable Gift Annuities: Make a gift to Yale and receive fixed payments for life, a charitable deduction, and partially tax-free income.  (Minimum gift requirement: $10,000)
    • Charitable Remainder Trusts: Meet personal or family needs with a gift of cash or securities. Receive income for life and an immediate income tax deduction; in the case of appreciated assets, pay no upfront capital gains tax. When the trust terminates, the remainder is passed to Yale to be used as you have directed. (Minimum gift requirement: $100,000)
       
  • Other Strategic Uses of Your Assets
    • Gifts of Appreciated Stock: Receive an immediate tax deduction for the fair market value of the securities on the date of transfer and pay no capital gains tax.
    • IRA Charitable Rollover: Give up to the annual $100,000 limit from your IRA, which reduces your taxable income immediately and counts towards the minimum amount you must withdraw from your account each year once you reach 70 ½. 
    • Gifts of Life Insurance: Transfer ownership of a paid-up life insurance policy and potentially receive an immediate income tax deduction for the cash surrender value of the policy. 
    • Gifts of Real Estate: Transfer your residence, vacation home, or other investment property to Yale and receive an immediate income tax deduction for its value.  
    • Donor Advised Fund Managed by Yale: Make an irrevocable gift of cash, securities or other property to establish a fund which will be co-mingled with the Yale Endowment. Make charitable distributions on your own timetable to Yale SOM or other charitable organizations and receive a tax deduction in the year that your initial gift is made. (Minimum gift requirement: $5 million)

Become Partners through Gift Planning by Joining the Frederick W. Beinecke 1909S and Edwin J. Beinecke 1907 Society 

The Yale School of Management exists in large measure due to the outstanding generosity of the Beinecke family. The school’s origins date to the 1960s, when William S. Beinecke ’36 B.A., ’86 LLDH served on a committee that determined that Yale should create a graduate school focused on the teaching of business and management. A bequest from William Beinecke’s father, Frederick W. Beinecke 1909s, was the basis for the establishment of the school.

We invite you to join the Frederick W. Beinecke 1909S and Edwin J. Beinecke 1907 Society, an alliance of alumni, family, and friends who have included Yale SOM in their estate plans or made other planned gifts to the school. Donors who remember Yale SOM in this manner are supporting the aspirations of talented students and faculty from around the world. Offering you membership in the Beinecke Society is our way of thanking you for your foresight and generosity. As a member of the Beinecke Society, you will have the option to be acknowledged in listings of the membership. You also will have the opportunity to be considered a member of Yale Legacy Partners and to join your fellow members at special events hosted by both Yale SOM and Yale University.

Austin Ligon
Austin Ligon ‘80

The Power of Planned Gifts at Yale SOM:

“Yale SOM was a transformational experience for me, opening up opportunities I would never have found otherwise, and I have always felt an obligation to give back. I am a big fan of planned giving to world class universities like Yale—they have the endowment management talent and skills, the very long term vision, and a truly worthy ongoing mission. When the chance arose to combine my estate planning with a gift honoring Prof. Art Swersey, I immediately jumped at it. The thinking process he helped me develop was fundamental to everything I have done in the business and civic world.”  --Austin Ligon ‘80
 


Learn more

Yale SOM Giving Priorities & Key Initiatives
Planned Giving at Yale 
Download the Bequest Intention Form


Contact

Joel Getz, Senior Associate Dean of Development and Alumni Relations at 203.432.5440 or joel.getz@yale.edu
Roe Fellows, Assistant Dean at 203.432.8284 or roe.fellows@yale.edu
Kathleen Brown-Dorato, Director of Development, Major Gifts and Planned Giving at 203.432.5463 or kathleen.brown-dorato@yale.edu

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