What Is Gift Planning?

Gift planning is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.

Planned gifts are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death.

VISTA Members

VISTA members are a special group of donors who, through wills, charitable trusts and gift annuities, support the future of health care at Valley. Their legacies help sustain the growth of The Valley Hospital and Valley Home Care well beyond their lifetimes. More

Is It Time to Examine Your Estate Plans?

Learn how you can gain full control of your financial future! If you and your family have a financial destination, wouldn’t you like to get there? If your answer is “yes” then you should enroll in our free, five-part, “Creative Estate Planning Course.” More

Hot Topics

Stay up-to-date on the latest estate planning news with our monthly featured articles, covering everything from tax law changes to everyday advice. More