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Your Legacy — Member Profile

Please fill out the form below to send us your Member Profile, so that we may welcome you into Your Legacy.

Please note: All highlighted and starred (*) fields are required.

Name(s): *

Age:

Age (Spouse):

Address: *

City/State/Zip: *

Country:

Telephone: *

E-Mail: *

Choose Below:

Your favorite Valley charity may include my (and, if applicable, my spouse's) name in Your Legacy listings. (Neither amount nor designation, if provided, will be included on the listing.)

I am honored to be included in Your Legacy; however, I prefer to remain anonymous. Please do not include my/our name in Your Legacy listings.

Please share with us, in confidence, more about your estate provision for your favorite Valley charity. The following information is optional.

I have named your favorite Valley charity as a beneficiary of my:

Gifts Anyone Can Make

Will or Trusts

Appreciated Securities

Life Insurance

Retirement Plans

Real Estate

Personal Property

Gifts That Pay You Income

Charitable Gift Annuity

Charitable Remainder Unitrusts

Charitable Remainder Annuity Trusts

Gifts That Protect Your Assets

Bargain Sale

Charitable Lead Trust

Retained Life Estate

This provision is stated as a: Specific dollar amount ($):
Percentage of estate/account (%):

Based on Percentage: If based on a percentage, please estimate the current value of the gift to your favorite Valley charity ($):

My gift is: Unrestricted (General Operations)
Designated for:

The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.

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An initiative of the Valley Community Foundation

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