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.
Gift savings bonds to your favorite charity through your estate plan and save your heirs from excess taxation.
You can donate savings bonds to your favorite Valley charity by designating us as a beneficiary of the bonds. By including a provision in your will, we can become the owner after your passing. By doing so, your estate will not owe income taxes when we cash them in. It's another great way to save on taxes and support our mission.
There are many types of savings bonds so be sure to speak with your financial advisor or contact us for more information.