Charitable Gift Annuity
Offers fixed payments for life with flexible funding options.
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.
Payments for your lifetime. What's not to like about a gift that provides fixed payments for you while doing more for the causes you care about most?
Did you know there's a gift to your favorite Valley charity that provides payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here's how they work:
Some of the best ways to support your favorite Valley charity are available through gifts that provide payments. These gifts allow you to plan for your financial future while helping your favorite Valley charity.
The plans described here all have one special thing in common: they produce generous gifts to your favorite Valley charity. So, while you will receive fixed payments for life or a set period of time, you can provide for yourself and your favorite Valley charity today and tomorrow.
Offers fixed payments for life with flexible funding options.
Offers maximum flexibility with regard to the investment and benefits of your gift plan.
Offers flexibility to invest and manage your gift, with the security of stable income.