• Life Stage Gift Plannerâ„¢

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

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  • Leave a Bequest in Your Will

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

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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.

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.

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