Compare Gift Plans

Will or Living Trust Give to your favorite Valley charity without affecting your cash flow during your lifetime.

Retirement Plans Your retirement plan may be worth more when donated to your favorite Valley charity than to your heirs.

Appreciated Securities After making a gift of appreciated securities to your favorite Valley charity, the IRS will allow you one of its most significant tax breaks.

Life Insurance Create a significant endowment for your favorite Valley charity without dipping into your capital assets.

Real Estate Make a substantial gift to your favorite Valley charity through a transfer of residential, commercial or undeveloped real estate.

Personal Property Donate books, artwork, or equipment and secure an income tax deduction.

Charitable Gift Annuity Receive a fixed payout and significant tax benefits.

Charitable Remainder Unitrusts Choose from several options that best meet your personal financial situation.

Charitable Remainder Annuity Trusts Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Bargain Sales This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Retained Life Estate You can donate your home to your favorite Valley charity and continue to live there rent-free.

Charitable Lead Trusts Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.