Giving Stock and Planned Gifts

You can help support HVA's land and water conservation efforts and receive tax and financial benefits through one of these giving options:

Donate Stock/Mutual Funds
Giving long-term appreciated stock or mutual funds can be an easy way to avoid capital gains tax and make a lasting contribution to HVA. For Stock Transfer Instructions, contact us (below).

Planned Gifts

Wills/Bequests
A charitable bequest is a simple legal tool to further your philanthropic goals. Naming HVA as a charitable beneficiary in your will or living trust will ensure long-term sustainability of HVA’s mission to conserve our precious natural resources.

Click here for Bequest language.

Beneficiary Designations
Name the Housatonic Valley Association as a beneficiary in your life insurance, 401 (k) plan, IRA or other retirement plan.

Charitable Remainder Trust
Receive income for life with a Charitable Remainder Trust or Tax-Advantaged Income Fund.

Gifting an Asset That Has High Capital Gain
You may no longer need or want to own a piece of property, boat or other appreciated asset, that if donated, may save you taxes and help support HVA’s mission.

Please consult with your legal and tax advisors about any of these Giving Options and feel free to give us a call.

Thank you.

Richard Sears, Development Director
at (860) 672-6678 or e-mail

Photo by: Eleanor Saulys

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