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.