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.

Plan-a-Gift™

Interactive Plan-a-Gift™ tool will recommend the best gift plan to meet your individual needs based on your age, goals, and assets, and will help your favorite Valley charity at the same time.

The amounts on Plan-a-Gift™ start with our minimum gift for life-income arrangements. We gratefully accept outright gifts and bequests of any size.

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Your goal What do you want to accomplish with your gift?


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Type of asset What type of asset do you want to contribute?



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Next Recommended Gift Size

Your gift of any size is very important to us. The minimum in our Plan-a-Gift interactive tool is based on the minimum gift for life-income arrangements. We gratefully accept outright gifts, gifts from your will or trust, or other planned gifts anyone can make of any amount.

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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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