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.
Charitable Bargain Sale
Make a gift to us while getting cash to meet your obligations, or an assured stream of income for retirement.
How It Works
- You sell your residence or other property to your favorite Valley charity for a price below the appraised market value—a transaction that is part charitable gift and part sale.
- Your favorite Valley charity may use the property, but usually elects to sell it and use the proceeds of the sale for the gift purposes you specified.
Benefits
- You receive an immediate income tax deduction for the discount you took from the appraised market value of your property.
- You pay no capital gains tax on the donated portion of the property.
- You can receive payment from us in a lump sum, or in fixed installments.
