Planned Giving

As you contemplate your year-end contribution—or future giving to CASA—please remember that there are many gifting options available to you. Whether you decide to give the gift of appreciated stock, make a tax-free transfer from your IRA, establish a donor-advised fund or include CASA in your estate plan, you will be helping to break the cycle of child abuse by providing hope and stability for our children.*

As an example, this past year CASA received a very generous bequest from a friend who included CASA in their will, earmarking 50% of the proceeds from their house sale to the organization. This thoughtful bequest is not only an investment in the critical work of our advocates, but also provides an important and impactful legacy for the donor.

Donate a Gift of Appreciated Stock: donated assets such as stocks, bonds, mutual funds or real estate may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes.

Consider a Qualified Charitable Distribution: Qualified charitable distributions (QCDs) are a unique tax strategy that allow individuals who are at least age 70½ and have Traditional and/or Inherited IRAs to distribute up to $100,000 per year directly from their IRA to a 501(c)(3) nonprofit with no federal income tax consequences. Gifts made to grant-making foundations, donor advised funds, or charitable gift annuities are excluded from these rules.

Give the Gift of Life Insurance: give a policy you no longer need, take out a new policy or name CASA as a beneficiary of an existing policy. This may provide you with income and estate tax savings.

Establish a Bequest: consider including CASA in your will by adding an amendment.

Create a Donor Advised Fund: make an irrevocable, tax-deductible contribution through the establishment of a donor advised fund.

Your thoughtful planned gift is an impactful way for you to make a lasting investment in the lives of victimized children for generations to come. Your legacy will be one of hope to the most vulnerable. Your meaningful planned gift will transform lives.

For more information regarding CASA’s Legacy Society, please contact Suzanne Lenz, Director of Development, at; 626-4600, extension 2124

For further reading:

Required Minimum Distribution (RMD):

Donor Advised Funds:

Please consult your tax, financial or legal advisor concerning any gift arrangements you are considering.*