Making a Planned Gift is Easier Than You Think. You Can Help Build a Better and Stronger Valley.
It’s your plan… it’s your legacy!
- Leave a gift in your will or trust
- Designate a nonprofit as a beneficiary of a portion of your IRA or other financial accounts
- Give life insurance you no longer need
- Give appreciated stock and save on taxes
- Consider a gift of real estate
- Donate your IRA required minimum distribution directly to a nonprofit and avoid taxes.*
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.
Giving From Your Donor-Advised Fund
Make an outright gift from your donor-advised fund OR name us as the ultimate beneficiary of the remainder in the fund.
How It Works
- Name your favorite Valley charity as a beneficiary of your donor-advised fund (DAF).
- Designate us to receive all or a portion of the balance of your fund on your passing.
- The balance in your fund passes to your favorite Valley charity when the fund terminates.
- During your lifetime you can also make grants to your favorite Valley charity from your donor-advised fund. See how a DAF works.
Benefits
- You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
- Maintain flexibility to change beneficiaries if your needs change during your lifetime.
- You can also direct your DAF to other charitable causes.
