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: FAQs

How do I arrange a gift from my donor-advised fund during my lifetime?Layer Closed

It is possible to make gifts from your donor-advised fund either during your lifetime or when the fund terminates. For current gifts, notify your fund administrator (using their Standard Distribution Form) that you would like to make a distribution to your favorite Valley charity.

How do I arrange a gift from my donor-advised fund when the fund terminates?Layer Closed

Simply contact your fund administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include your favorite Valley charity for a portion or all of the remainder of your fund's assets.

What are the tax implications of a gift from my donor-advised fund?Layer Closed

Because you have already relinquished control over the donor-advised fund assets and claimed an income tax charitable deduction when you made your gift to the fund, there are no tax implications of this additional transfer from the fund to your favorite Valley charity.


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