The Valley Foundation is a partner in the national Leave A Legacy® program. All of us have the ability to "make a difference in the lives that follow" by leaving a charitable legacy. A gift through your will can recognize loved ones and support issues important to you. Your bequest will created a fund after your death that will distribute grants in the community in perpetuity.
Make a gift through a provision in your will or other planned gifts and you become a member of the Gates Society. The Society is named in honor of Frank and Ross Gates whose bequests have benefited the Valley community in profound ways – including the seeding of the Valley Community Foundation.
You can make a gift of cash or property to the Valley Community Foundation now, get immediate tax benefits, and ensure that you or a loved one receive
fixed income payments for life.
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the
remainder of the trust transfers to the Valley Community Foundation and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust.
You can place cash or property into
a trust that pays a fixed amount to the Valley Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.
You make a permanent gift of cash, appreciated stocks, property or other assets toward the Valley Community Foundation's
Pooled Income Fund. You receive a regular stream of income from the fund and tax benefits during your lifetime. Afterwards, your gift will create a fund at the Valley Community Foundation.
Put your gains to good use. Your gift of stock is reinvested in your community and you qualify for an immediate tax deduction based on the full fair market value.
The value of your
real estate may exceed that of any other asset you own. You can use it to fulfill your charitable interests and receive financial and tax benefits.
This is a simple way for you to give to a charity, with tax benefits that you can enjoy during your lifetime.
Policies that were never used for their original purpose can make excellent gifts when given to the Valley Community Foundation and the donor can deduct the replacement value of the policy.