Speak with your trusted professional financial advisor or call (203) 751-9162 to explore which planned-giving option is best for you.
*Must be 70½ years or older.
The Valley Gives Back® is a community-wide planned giving initiative to promote a unified message on the importance of giving back locally to benefit the Valley community both now and in the future. The tools offered on this site will help inform how to make a commitment to your favorite charities during your lifetime without jeopardizing your nest egg.
Learn MorePlan a gift that will take effect after your obligations are fulfilled.
Make a "tax-free" gift with our Qualified Charitable Distribution Tool.
You want secure, stable income at a high payout rate. Your gift can be in cash or stock.
Donate personal property, receive signifcant tax benefits.
Donate a valuable asset, receive powerful tax benefits.
How can you preserve your businesses' value for your family?
Use your home to make a gift, but still live there.
Take advantage of appreciated securities, avoid tax.
Make a significant gift, no matter the size of your estate.
