Making a Planned Gift is Easier Than You Think. You Can Help Build a Better and Stronger Valley.

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.

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You don’t have to be wealthy to make a generous, long-lasting gift.

Make a gift right now that costs you nothing during your lifetime.
Save on taxes by giving appreciated stocks, bonds, or mutual fund shares.
Donate life insurance you no longer need.
Use a gift to reduce your estate tax exposure and eliminate capital gains.
Receive lifetime income back from us in return for your gift, and pass more of your assets to your heirs.

Planned gifts make it possible to support the mission of your favorite Valley charity in a far more significant way than you ever thought possible.

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