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.

Discover Local Nonprofits

There are a lot of worthy causes that deserve your support.

How do you decide?

Take a moment to consider the causes that matter most to you. The environment? Animal welfare? Preservation? The Arts? Education?

Visit giveGreater.org ® - a database of local nonprofit organizations providing services throughout Greater New Haven and the Valley.

The site was created in 2010 by The Community Foundation for Greater New Haven to help donors learn about, connect with, and give to nonprofits online.


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