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

Establishing a Named Fund

When you give through the Valley Community Foundation your gift – and your legacy – lasts forever. Fulfilling donor’s wishes is central to the mission of any community foundation.

Community foundations offer five different types of charitable funds to fit your giving plan. You choose the name and the purpose of the fund. You create your legacy. VCF has a staff that is knowledgeable in philanthropic planning as well as the community needs to make sure your gift achieves its greatest impact.

There just a few questions that will help you determine the best fund type for your charitable purposes:

Would you like:

  • your gift to be flexible in its purpose to address current and unforeseen future needs? (Unrestricted fund)
  • to support or address a specific interest or geographic region in the Valley? (Preference fund)
  • to endow a gift to support one or more of your favorite Valley charities? (Designated fund)
  • your gift to support children through their education? (Scholarship fund)
  • to leave a philanthropic fund for your family or group of advisors to actively choose the projects and nonprofits to support? (Donor advised fund)

Learn about what fund is best for your charitable goal.

It is critically important to check with the foundation to make sure they can fulfill your philanthropic goals and confirm the fund type that best suits your plan. Contact the foundation to discuss your charitable intentions with the staff at (203) 751-9162.

Here is sample language for your will or trust if you choose to give through VCF


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