What will be your legacy?
Fitting CASA into your estate plan
Planned Giving is a way for you to make a lasting investment in the future for our children by including CASA in your estate plans. By leaving a gift for CASA in your estate plan, you are making an investment in breaking the cycle of child abuse and affecting the future of children for generations to come.
We encourage you to contact your personal estate planner on what method may be the most advantageous to you.
CASA of New Hampshire currently accepts the following gifts:
Establish a Bequest: A bequest is gift of personal property such as money, stock or bonds owned by a decedent at the time of death which is directed by the provisions of the decedent’s will; a legacy.
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.
Create a Donor Advised Fund: make an irrevocable, tax-deductible contribution through the establishment of a donor advised fund.
For more information regarding CASA’s Legacy Society, please contact Suzanne Lenz, Director of Development, at firstname.lastname@example.org; 626-4600, extension 2124
Please consult your tax, financial or legal advisor concerning any gift arrangements you are considering.*
For further reading:
Qualified Charitable Distribution:
Donor Advised Funds: