• 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.

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.

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