Planned Giving

Goals & Benefits

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    Goals & Benefits

    There are many ways to make a gift to Saint Thomas More Chapel at Yale. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

    Your Goal

    Your Strategy

    Your Benefits

    Make an important impact to The Chapel that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

    Include a gift from your will or trust (cash, specific property, or a share of the estate).

    A great way to provide resources that help The Chapel maintain our traditions.

    Avoid capital gains liability and take an income tax deduction.

    Use appreciated property instead of cash to make your gift.

    Buy low and give high — while avoiding capital gains tax.

    Leave more of your estate to your heirs.

    Name The Chapel as beneficiary of your retirement plan, and leave less-taxed assets to family.

    Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

    Continue to receive benefits back from the assets you give to The Chapel — and thus multiply your gift.

    Create a life income plan like a charitable remainder unitrust.

    Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

    Create a long-term gift that won't draw funds from your estate.

    Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

    Increase your ability to make a significant gift to The Chapel.

    The material presented on this Planned Giving website is not offered as legal or tax advice.
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