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.
The Valley Community Foundation provides a simple, powerful, and highly personal approach to giving. They offer a variety of giving tools to help you achieve your charitable goals. You can make a gift of cash, stocks, bonds, real estate, or other assets to a community foundation. Most charitable gifts qualify for maximum tax advantage under federal law.
Grants are made in the name of the fund you establish, creating your personal legacy of giving. If you endow your gift, it becomes a permanent funding resource for the community.
To learn more about the different fund types and the management of the funds, visit the Valley Community Foundation’s website www.valleyfoundation.org, or call (203) 751-9162.
A Designated Fund allows you to support the good work of specific nonprofit organization(s) in perpetuity. Because it's given through the Valley Community Foundation, your gift provides the organization you select not just funding, but planned giving and investment management services and the power of endowment as well.
In creating a Scholarship Fund, you invest in your community's future and show students you care. The Valley Community Foundation provides the expertise to help you meet your personal goals and award scholarships. Your gift can help students - from preschool to camperships to postgraduate - achieve their lifetime dreams. It is critically important to check with the foundation to make sure they can fulfill your philanthropic goals.
Gifts to a Preference Fund address an area of your interest, whether it’s health, hunger, homelessness or any other topic you care about. The Valley Community Foundation staff will assist in determining where grants from your fund will have the greatest impact on the community within your stated area of interest.
By establishing an Unrestricted Fund your gift addresses a broad range of local needs - including future needs that often cannot be anticipated at the time your gift is made. The Valley Community Foundation evaluates all aspects of community well-being: arts and culture, economic development, education, environment, health and human services, neighborhood revitalization, and more. The flexibility of your gift enables the Valley Community Foundation to respond to the community's most pressing needs, today and tomorrow.
Opening a Donor Advised Fund is similar to setting up a private foundation. A Donor Advised Fund allows you or your family to make a gift to the Valley Community Foundation, then remain actively involved in suggesting uses for your gift. The Valley Community Foundation’s staff is available to share more information on the different needs and opportunities in the community and how your fund may be able to create an impact.
Here is sample language for your will or trust if you choose to give through VCF