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.

Giving through a Community Foundation

Community foundations are public charities made up of individual philanthropic funds that have the shared goal to benefit the community they serve. A donor sets up a charitable fund with a community foundation and defines the philanthropic purpose through a fund agreement. The fund is typically a permanent or endowed gift to the community. The responsibility of the foundation is to manage the donated assets and ensure the donor’s intention is carried out.

Community foundations are strong philanthropic partners to donors and nonprofits, as well as to professional advisors because of the flexible and easy fund structure. The five different fund types offered by community foundations allow donors the ability to fulfill their philanthropic goals without the expense of setting up a private foundation, trusts, or other legal entities. Nonprofits also benefit from partnering with a community foundation because many nonprofits do not have the resources or capacity to except certain gifts, which can easily go to the local community foundation to benefit their organization.

Giving back to the Valley through VCF

In our region, the Valley Community Foundation (VCF) is here to serve the people and nonprofits in the towns of Ansonia, Derby, Oxford, Seymour and Shelton, Connecticut. The mission of the VCF is to connect private philanthropy to the long-term public good of the Valley, in other words connecting your charitable dollars and your charitable intent to making our Valley a better place to live, work and play. To learn more about the Valley Community Foundation, visit www.valleyfoundation.org.

The Benefits of working with VCF


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