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

Creative generosity at its finest.

Did you know that there is a family of gifts you can make to your favorite Valley charity that returns payments back to you?

Here's a technique to stretch your giving ability: give us an asset, and retain (or increase) its income payments that go back to you. We can guide you through every step of these creative gift plans that benefit you and provide support for our mission.

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


An initiative of the Valley Community Foundation

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