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as we depend on the community to offer volunteer time, Tri-Valley
Inc. could not sustain our services to older and disabled individuals
without community members who step forward and offer financial
contributions. Government support has never fully covered the
range of services we provide. Look us over, and if you are already
familiar with all we do, know that your tax-deductible contribution
will be a worthy investment. |
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Remember, 93
percent of funds Tri-Valley receives go directly to provide services
for people over 60 and younger people with disabilities in South-Central
Massachusetts. Only 7 percent is used for agency expenses.
Your assistance can take one or more of several forms. We urge you
to consult your attorney, accountant or financial advisor to help
determine which provides the best outcome for you.*
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Your tax-deductible* contribution by check is a simple and welcome
gesture in any amount you choose. Simply place a contribution in
the mail to:
Tri-Valley Inc.
10 Mill St.
Dudley, MA 01571
Click here for
printable form … or you can donate
now on this website, a secure transaction using your credit
card.
* Donations
are tax-deductible within legal guidelines
Gifts as Memorials or to Honor Others
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When you
consider ways to pay tribute to someone who has left a mark on the
lives of others, a gift to Improve the quality of life for Tri-Valley
clients is a natural choice. You can initiate a gift in tribute
now on our website, or pass the printable
invitation on to others.
Memorial gifts at the time of a death notice or funeral, or on an
anniversary pertaining to a loss, recognize the passing of someone
special, honoring their memory. Just include Tri-Valley’s
address for memorial contributions in notices:
Tri-Valley Inc.
10 Mill St.
Dudley, MA 01571
Gifts to Tri-Valley also can show we value others among us: gifts
in honor of a special person or event, or in recognition of someone’s
exceptional qualities. Gifts can recognize an anniversary or milestone,
or pay tribute to a caregiver, colleague or friend.
We will generate an individual thank-you note to each donor, and
we will provide you with a list of donations received.
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Let a part of your legacy be expressed through the many services
Tri-Valley provides, or contact
us about targeting your bequest to build or sustain a specific
program or service.
You may remember us in your will in a number of ways: with cash
gifts, real or personal property or proceeds from a life insurance
policy or retirement plan.
Assistance with planning your will may come from your attorney or
financial advisor.
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Of course, you can continue to earn income or build equity on investments
at the same time you share with us and still provide for your future
and that of your heirs. See your financial or tax advisor for current
details.
Gifts of Real Estate or Property
You can deed your home or property to Tri-Valley Inc. and continue
to live in and control use of the property, make improvements and
even lease it to others as long as you and your spouse live. The
tax savings for your contribution, however, can begin immediately.
A Gift of Stock or Securities
Investments that have grown in value may present capital gains tax
liabilities that you would like to buffer. Transferring some of
these assets to Tri-Valley Inc. may provide you with tax protection
and a good feeling of helping others, all at once!
Retirement Plan Proceeds
Proceeds from pensions or 401(k) retirement plans that you may not
find essential may become sources for charitable donations as well.
Whether you build this into your plans for redeeming these benefits
or as part of your will, it could present tax advantages for either
you or your heirs.
Life Insurance Policies
You can make Tri-Valley Inc. a beneficiary of a life insurance policy.
Or to reduce the taxability of your estate, provide a major gift
and replace the lost proceeds to your heirs with a new life insurance
policy payable to a trust. This could allow your heirs to receive
the proceeds with advantageous tax treatment.
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We invite you to investigate various formulas for including Tri-Valley
Inc. in your generosity as you continue to enjoy living and giving.
Some of these are:
Charitable Gift Annuity: Support for Your Special Circle
We can see to your wishes for our agency – and for yourself
or other people you care about. You would agree to an irrevocable
gift in the form of cash, securities, or other assets, while Tri-Valley
agrees to pay a fixed amount for life to you or a recipient 65 or
older whom you designate. There are tax-saving opportunities for
all: Your donation to us is deductible to the extent allowed by
law, and a portion of the payments are tax-free as well. These payouts
to individuals may be structured to begin immediately or at a specified
time.
A Trust We Share
Mechanisms like the Standard Unitrust or other Charitable Remainder
Trust let you give a portion of a certain investment that is placed
in trust while you are alive, providing Tri-Valley with a steady
donation while you still draw income from the investment. You may
designate another person to become beneficiary after your death.
When that beneficiary dies, the remainder of the trust would become
an asset of Tri-Valley Inc.
Charitable Lead Trust: Give Sooner,
Save for Later
This allows you to provide for a worthy charity like Tri-Valley
Inc. as well as your heirs, through the same mechanism. You establish
the trust, to become effective either before or at the time of death.
Proceeds derived from the trust go to the charity for a specified
number of years, after which the assets are distributed to whoever
you designate.
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A number of programs allow employees to make charitable contributions
that are matched by employer donations. This can make your tax-deductable
gift to Tri-Valley Inc.Services even more powerful. If your employer
offers a matching gifts plan, you may submit to us completed forms
used to direct contributions to Tri-Valley Inc., or contact
us for information required to complete forms for your employer.
… Or Designate Your United Way or State Employee Gift
We are affiliated with Tri-Community United Way of Southbridge,
Sturbridge, and Charlton; Webster-Dudley United Way; and the Commonwealth
of Massachusetts Employees Charitable Campaign. You may designate
your gift to Tri-Valley through these campaigns.
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Gift
Cards Help Our Clients
Tri-Valley’s
new Scrip Fundraising Program makes every purchase count! Scrip
actually means anything used in place of money. In this case, we
are talking about gift certificates from local and national retailers.
They’re the same gift certificates you buy at the store.
You’re
probably asking how these stores help us raise money. It’s
simple – the participating retailers agree to sell gift certificates
to Tri-Valley at a discount. People like you buy the certificates
for full face value, they redeem them for full face value, and Tri-Valley
keeps the difference to help fund programs for seniors.
For information
on ordering call Tri-Valley at 1-800-286-6640.
Click here for
a Scrip
Order Form.
Your
Used Vehicle or Boat
A cast-off motorized vehicle or boat can quite literally feed seniors
in our region and beyond. Tri-Valley has an affiliation with Helping
Hands that allows your tax-deductible donation of an unwanted vehicle
to generate financial support for nutrition programs including Meals
on Wheels. Click here to learn more.
BuyForCharity.com: Retailers Give When You Buy
A generous portion of your purchase from an impressive array of
leading retailers will directly support the services we offer. Buy
through BuyForCharity.com
from Orbitz, Eddie Bauer, Dell Computers, Office Max, and on and
on. Not only is there no extra markup, but there are often special
deals for customers shopping to share at BuyForCharity.com. You
can be one such shopper and a continuing donor to Tri-Valley Inc.,
all at once. Check out the list of participating outlets, and specify
Tri-Valley as your charity when you visit BuyForCharity.com.
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Our major donors are valuable supporters whom we would like to acknowledge,
and we invite you to support. Some wish to remain anonymous. Click
here to view the list of those consenting to appear.
(Adobe Acrobat Reader software is required to view donor list. Click
to download)
Thank you for your interest in contributing to Tri-Valley Inc.!
Questions about giving? E-mail: gifts@trivalleyinc.org
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