Gifts from Retirement Plans at Death

Gifts from Retirement Plans at Death Diagram

How It Works

  1. You name Yale New Haven Hospital as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to Yale New Haven Hospital
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Yale New Haven Hospital

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

Dan Weintraub
Senior Development Officer, Planned Giving
(203) 688-5902
dan.weintraub@ynhh.org

 

Yale New Haven Hospital
Office of Development
P.O. Box 1849
New Haven, CT 06508-9979

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