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.

Tip of the Week

You're never too young.

Planning ahead is not just for the elderly. Neither are planned gifts. Right now you may be focused on accumulating assets and providing for your family obligations. But you can also support our mission in a long-lasting way. It's easier than you think. We are so grateful for your loyalty and generosity support, and we offer giving techniques that fit your circumstances now and maximize your ability to give. Please contact us and we'll tell you more about the giving tools that work well for younger donors.

Read more, email us, or contact us at (203) 751-9162.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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