• Life Stage Gift Planner™

    Learn about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation.

    Learn More

  • Leave a Bequest in Your Will

    A bequest is simple, convenient, and allows you a number of options for supporting Valley.

    Learn More


Welcome to Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for Valley and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Valley.

We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Compare Gifts

Compare Gifts

Try our gift comparison chart to find which gift might be right for you based on your goals and desired outcomes.

 

Bequest Language

Bequest Language

Explore the different types of bequests available for you to meet your philanthropic goals.

 

Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25

Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.

Read More

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