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.

Your Legacy — Member Profile

Please fill out the form below to send us your Member Profile, so that we may welcome you into Your Legacy.

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Please share with us, in confidence, more about your estate provision for your favorite Valley charity. The following information is optional.

I have named your favorite Valley charity as a beneficiary of my:

Gifts Anyone Can Make

Gifts That Pay You Income

Gifts That Protect Your Assets

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This provision is stated as a:
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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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