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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.

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 >>.


Tax-Free Sale
Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.


Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


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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