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.

7: What Are You Waiting For?

Estate Planning

1: You Need a Good Estate Plan 2: What is a Good Estate Plan? 3: One Size Does Not Fit All 4: Minimizing Your Tax Liabilities 5: The Basic Planning Tools 6: Who Can Help You 7: What Are You Waiting For? Sample Bequest Language Download a Sample Codicil FormOpens new window

Of course, you've known all along how important estate planning is, right?

It's probably the most important practical thing you'll ever do for your personal peace of mind and the well-being of your family.

For more information about planned giving programs to bring to your attorney, or to learn about creative giving techniques that could enhance your retirement and estate plan, please contact us.

Consider making a gift through your will or trust.
Here's the language you'll need.

Please contact us so that we can assist you through every step of the process.

Back

An initiative of the Valley Community Foundation

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2024 PlannedGiving.com