Will or Trust
You can plan a gift that will take effect only after your obligations are fulfilled.
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.
Make a gift now that will not affect your day-to-day cashflow during your lifetime. Learn More →
You can plan a gift that will take effect only after your obligations are fulfilled.
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Give us assets subject to double taxation, and leave more to your family.
Take advantage of appreciated securities without incurring capital gains tax.
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
Donate personal property that enhances our mission and provides tax benefits to you.
Donate a valuable asset in exchange for tax benefits, and possibly an income stream.
What's not to like about a gift that provides you with fixed payments for life? Learn More →
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Offers maximum flexibility with regards to the investment and benefits of your gift plan.
Offers flexibility to invest and manage your gift, with the security of stable income.
Highly appreciated property? Reduce your tax burden, create a legacy. Learn More →
A gift that provides cash to meet your obligations, or an income stream for retirement.
Your home is a valuable asset. You can even use it to make a gift and still live there.
Your business is growing. How can you preserve some of its value for your family?
You can support our mission without reducing your income or diminishing your savings. Learn More →
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Ask your plan custodian for a TOD 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 Valley charity, and save your heirs from excess taxation.
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Ask for a POD form, and have what's left in your checking or savings transferred to your favorite Valley 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.