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Beinecke Society: Planned Giving at Yale SOM

Secure your financial future and support our mission to educate leaders for business and society

Whether you wish to provide for a loved one, plan for retirement, or leave a lasting legacy at the Yale School of Management, making planned gifts to Driving Purpose - The Yale SOM Campaign can help you achieve your goals.

Gifts that cost nothing during your lifetime:

Bequests
Gifts of Retirement Plans
Testamentary Life Income Gifts

Gifts that provide dependable income for you and your family and offer current and future tax savings:

Charitable Gift Annuity—Immediate 
Charitable Gift Annuity—Deferred 
Charitable Remainder Annuity Trust

Become Partners through Gift Planning by Joining the Beinecke 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.

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We invite you to join the Beinecke Society, a group 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 way 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 be acknowledged in listings of the membership. You also will also become a member of Yale Legacy Partners and to join your fellow alumni at special events hosted by both Yale SOM and Yale University.

Austin Ligon
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

For more information, please contact:
Anna Jump
Director of Development, Major Gifts & Planned Giving
Yale School of Management
203.432.5463

All gifts count toward For Humanity—The Yale Campaign