Leave a Legacy | CASA for Children

Leave a Legacy

Help children in our community receive the compassionate advocacy they deserve and make a difference well into the future with a planned gift to CASA for Children. Your gift ensures that CASA for Children is here to offer critical support to children in foster care at an especially vulnerable time in their lives - now and for years to come.

Planned Gift Overview

Planned gifts include bequests, charitable trusts, gifts of retirement plan assets (including annual IRA rollovers), gifts of life insurance policies, and gifts of tangible personal property. Gifts can be made while you are living or through your estate. Many planned gift options offer tax benefits, lessening the burden of taxes on your family.

As a donor, planned giving allows you to retain control of your assets during your lifetime, and your bequest can be modified as needed if your circumstances change. We would be pleased to work with you and your advisors to structure a gift that best fulfills your charitable goals. Call us at 503-988-5115 to start making your plans today.

Retirement Plans

A retirement plan can be a tax-efficient and simple way of including CASA for Children in your estate plan. The best method is to name CASA for Children as a primary or secondary beneficiary. Most retirement plans are subject to income taxes — and possibly estate taxes – however, when a charity is named as the beneficiary, the donor’s estate may receive a tax deduction.

Retirees can also make gifts to qualified charities via a “rollover” directly from their IRAs. A distribution from a traditional IRA normally incurs taxes. But many account holders aged 70½ or older can make a contribution directly from a traditional IRA to a qualified charity without it being considered a taxable distribution. The deduction effectively lowers the donor’s adjusted gross income (AGI), reducing or replacing their required distribution.

Simple Bequest

The simplest form of bequest involves giving a specific amount, a percentage of your estate, or a gift of real property to a named beneficiary. Sample language for your gift is below.

I hereby give, devise, and bequeath to CASA for Children, Inc., a nonprofit Oregon corporation with tax ID#93-0923866, [dollar amount] or [percentage of estate] or [real property] to advocate for the best interests of children who have experienced abuse and neglect and are in custody of the state and under the protection of the court.

CASA for Children recommends discussing any planned gift with your financial advisor.
Call us at 503-988-5115 for assistance with your gift.
Contributions to CASA for Children are tax deductible (Tax ID 93-0923866) in accordance with tax laws.

Planned Gift Overview

Retirement Plans

Simple Bequest

Life Insurance

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