Planned Giving

Create a Lasting Legacy

When considering a planned gift, you can decide how you would like your gift to be used to benefit Northwest Valley Connect, whether unrestricted or restricted to a specific program
 

Unrestricted Gifts

Unrestricted gifts provide maximum flexibility for Northwest Valley Connect.  Gifts without a named purpose allows Northwest Valley Connect to determine how to use the funds based on its most pressing needs and vision for the future
 

Bequest Language

A provision made in your will or estate plan leaving Northwest Valley Connect cash and/or other assets.  Below are language examples of how to remember Northwest Valley Connect in your will for general use of your bequest.

A fixed amount of money:

“I give $_________ (specific dollar amount) to Northwest Valley Connect, Tax ID 46-4635030 –  located at   9445 N 99th Avenue, Peoria, AZ 85345 for its general use and purpose.

A percentage of the estate:

“I give ________% of my estate to Northwest Valley Connect, Tax ID 46-4635030 –   located at 9445 N 99th Avenue, Peoria, AZ 85345 for its general use and purpose.

“I give all the residue of my estate, including real and personal property, to Northwest Valley Connect, Tax ID 46-4635030 – located at 9445 N 99th, Avenue, Peoria, AZ 85345 for its general use and purpose.

 

Retirement Plan Assets

Life Insurance Policies

You can transfer ownership of an existing policy to Northwest Valley Connect or purchase a policy naming Northwest Valley Connect as beneficiary

 

IRA Charitable Rollover

The law allows individuals 70 ½ and older the ability to transfer up to $100,000 directly from their individual retirement accounts to a qualified charitable organization without being subject to income taxes on the distribution.  You can make this gift to Northwest Valley Connect a qualified non-profit organization

Northwest Valley Connect strongly recommends meeting with an advisor or attorney when modifying your will or trust language. There are many options for making a gift. For questions or more information on leaving a legacy gift, please contact Kathy Chandler, Executive Director, at Kchandler@northwestvalleyconnect.org or call 623-282-9300