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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Please complete the form below, or you may contact us by phone at (203) 751-9162.

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