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.

Gifts From Your Will or Trust: The Details

Is this option right for you?

A gift from your will or trust is a good choice for you if:

  • you want to help ensure future viability and strength for your favorite charity or charities.
  • long-term planning is more important to you than an immediate income tax deduction.
  • you want the flexibility of a gift commitment that doesn't affect your current cash flow.

Your bequest to support our mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to your favorite charity(ies). Some donors prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies. View Sample Gift Language to get started.

Whichever form you prefer, you can direct that your bequest be used for the greatest needs of the organization or for a specific purpose you designate.

Next: Will Your Gift Be Restricted?

Contact us.

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