Here are a few ways you can continue to provide the powerful voice of CASA for children in Lake County for years to come:
You can provide now for a future gift to CASA Lake County by including a bequest provision in your will or trust. Your will or trust directs assets to your heirs and can direct a bequest to CASA Lake County.
I hereby direct $____________ (or _____ percent of my residual estate) in cash, securities, or other property to CASA Lake County (Fed. ID# 36-3916143).
You can name CASA Lake County as beneficiary of your life insurance policy or your retirement plan and reduce your tax liability. This is as simple as calling your provider and updating or adding to your beneficiary designations.
For many people, their home or other real estate is their most valuable asset. You may donate your home or other property to CASA Lake County. Gifts of real estate may secure a charitable income tax deduction for you, based on the fair market value of the property, with no capital gains liability for the transfer. If you wish to continue to live in your residence, you may choose to irrevocably deed a residence to CASA Lake County but reserve the right to use it during your lifetime. This arrangement may create an immediate income tax deduction and a federal estate tax deduction.
You may give to CASA Lake County, reduce your tax liability and receive an income from your assets. There are many ways to meet your financial and philanthropic goals including creating a charitable gift annuity, a charitable remainder trust or a charitable lead trust. Such financial vehicles require planning and professional counsel and can be powerful ways to put your passion for CASA Lake County into action.
As with any decision involving your assets, you must seek the advice of your tax and legal advisors and we recommend you discuss your goals with your financial or estate planning professional. If you have any questions about what types of gifts CASA accepts, please contact our Individual Giving Manager, Heidi Schrage at 847-383-6260, ext 201 or via email.
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