Retirement Plans
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
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.
You can support our mission without reducing your income or diminishing your savings.
Think about using assets that can be transferred to your favorite Valley charity without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name your favorite Valley charity in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
With a donor-advised fund, you can invest today and make a bigger impact tomorrow.
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Ask for a P.O.D. form, and have what's left in your checking or savings transferred to charity.
You may have a loved one as a joint account owner. You can still designate and donate.
Easy assets you can donate that will not affect cash flow, with little or no legal expense.