What is Planned Giving?

It’s a universal truth: You can’t take it with you. You use your assets throughout your lifetime. You provide for your heirs through your estate plan and have the ability to create a lasting legacy for the Valley. Your planned gifts will impact what you’re passionate about and make a difference, regardless of the amount of your gift. It’s that easy.

Gifts well-planned.

Planned gifts provide a well thought-out and holistic strategy to achieve your goals and perpetuate your values. Your gift can be made available for current use to address the needs of today or endowed in perpetuity to meet the changing needs of tomorrow. There are countless ways for you to make a difference.

A legacy is forever.

You have the ability to change the lives of countless Valley residents and organizations without affecting your current lifestyle. You can support the projects and people of the Valley and lend a hand to those providing everything from critical care to scholarships to unique cultural events. Whether your gift is endowed or for current use, your legacy is forever. A legacy isn’t only what you leave to the world. When you add a charity or charities in your estate plan, you create something powerful, a legacy that tells future generations what causes mattered to you. Your action will inspire others to follow your example and make a difference in their own way.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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