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.
There are many ways to support your favorite Valley charity. These options will help you achieve different goals.
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Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
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Make an important impact to your favorite Valley charity that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help your favorite Valley charity. |
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Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
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Leave more of your estate to your heirs. |
Name your favorite Valley charity as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
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Continue to receive benefits back from the assets you give to your favorite Valley charity — and thus multiply your gift. |
Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
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Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to your favorite Valley charity. |
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Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to your favorite Valley charity for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
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Tap into one of your most valuable assets to make a gift to your favorite Valley charity. |
Use real estate to make your gift to your favorite Valley charity. |
Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle . |
Use our interactive Plan-a-Gift™ tool to determine what type of planned gift might best suit your goals, assets, and age.