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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 Living 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


IRA Gift Video

Click here to learn 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.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.


A Bequest to Save Taxes
Thomas was a widower who had a great love for Valley Christian Schools. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.


Bequests for Scholarships
Joe and Anna have been faithful supporters of Valley Christian Schools over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.


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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