Tailor a strategy that secures your, as well as your beneficiaries’, financial needs while also benefitting Yale SOM by making a bequest or planned gift to Yale SOM.
- Leave a meaningful legacy which will advance Yale SOM’s founding mission;
- Ensure a secure income for you or an heir;
- Reduce income or estate taxes;
- Take advantage of the sound financial management that comes with setting up trusts through Yale University.
Professor Barry Nalebuff, Milton Steinbach Professor of Management
My dad has a saying: “You should give till it feels good.”
And I have to say, it feels good to give back to Yale. It is a privilege to teach here. The chance to work with SOM students is invigorating—there’s always a heady mix of IQ, idealism, and passion.
Annuities are the best hedge against living too long. With a Yale CRUT, you get long-life insurance and a great return, all while supporting the next generation and feeling good. Why wait?
William S. Beinecke ’36 B.A., ’86 LLDH
The School of Management holds a special place in my heart—indeed, in my family’s heart. Before I joined the Yale Corporation, I served in the 1960s on a committee that was charged with looking into whether Yale should do something about the teaching of business. We came out with a positive recommendation. In 1971, I joined the Corporation, which two years later voted to create such a school at Yale. When my father, Frederick W. Beinecke, died in 1971, he left a quarter of his estate to Yale, and much of that legacy was used as a start-up fund for what is now SOM.
My uncle, Edwin J. Beinecke, died a few years before the school came into existence, but he knew of my interest in its establishment. He left Yale a substantial sum to create the Edwin J. Beinecke Professorship of Finance and Management Studies, which is now held by SOM Professor William Goetzmann. In addition, my uncle also left a bequest to Yale.
I made my first planned gift to the school when I was in my 50s. I also in recent years directed another fund to support the new campus, Evans Hall. Please consider investing in the future of this wonderful institution by designating Yale SOM as the recipient of a planned gift or bequest.
Joel Getz, Senior Associate Dean of Development and Alumni Relations at 203.432.5440 or firstname.lastname@example.org
Roe Fellows, Managing Director of Development at 203.432.8284 or email@example.com
Kathleen Brown-Dorato, Director of Development, Major Gifts at 203.432.5463 or firstname.lastname@example.org