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WELCOME to the Valley Christian Schools GiftLegacy newsletter.
Our Personal Planner explores important tax planning topics on reducing taxes, bypassing capital gain taxes and increasing retirement income.
Finance News deals with the market and investments including stock market trends, financial planning, changes in bond rates and interest rates. It provides continuous updates on major stock market indexes in the left column.
Washington Hotline is vitally important because of rapidly changing events in Congress. Weekly updates on tax changes and relevant laws of particular interest to corporations and business owners.
Savvy Senior articles are filled with health care, Social Security, Medicare and other important information for senior citizens.
Click on Donor Stories and you will learn how others have blessed the ministry of Valley Christian Schools while maximizing gifts to loved ones and creating more income for retirement. Have fun with the interactive programs at the end of each story to see how all of these strategies can work for you and your family.
Have you thought about creating or updating your estate plan but find the process a bit overwhelming? You may want to start by downloading our free Will and Living Trust Guide. It's designed to help you understand the "basics" and help you protect your family assets.
If you have questions about Wills, Estate Planning, Financial Planning or Charitable Giving, please email me at chancellor@vcs.net or call 408/513-2500.
Thank you and God bless.
Claude Fletcher
Chancellor
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits for Families of Valley Christian Schools
There are several types of plans that have provided substantial benefits for donor families. Many of these families have enjoyed both increased income and generous tax savings. You might start by becoming better acquainted with the specifics of each example and seeing if any are similar to your personal circumstances. Just click on the picture and you can view each story.
 | Easy IRA Gift
Barbara retired after forty years of dedicated service to a local company. She had also volunteered for many years with Valley Christian Schools. She had an IRA and was nearing the time to take her required annual payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. The company had done well. A larger company was discussing the possibility of buying the smaller company. Gene and Carol were looking for a way to save taxes. More on Sale and Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Claude Fletcher
Chancellor |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact fletcher@vcs.net.
If you are a professional advisor, you may take the following steps on this site.
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