Will or Trust
You can plan a legacy gift that will take effect only after your obligations are fulfilled.
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.
Make a gift now that will not affect your day-to-day cashflow during your lifetime.
Did you know there are ways to support your favorite Valley charity that don't affect your current lifestyle or your family's security?
You can support your favorite Valley charity with gifts that don't impact the way you live either by designating your favorite Valley charity to receive estate assets in the future or by making immediate gifts to us of assets that are "out of sight and out of mind."
You can plan a legacy gift that will take effect only after your obligations are fulfilled.
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Give us assets subject to double taxation, and leave more to your family.
Take advantage of appreciated securities without incurring capital gains tax.
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
Donate personal property that enhances our mission and provides tax benefits to you.
Donate a valuable asset in exchange for tax benefits, and possibly an income stream.