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Planned Gift Giving
Planned gifts include gifts through your will, charitable gift annuities, gifts of life insurance, pooled income funds, and charitable trusts. Talk with your accountant or trust attorney for specific information regarding any of these planned giving avenues: 
 

Donation of Stock
Donation of appreciated stock can result in significant tax savings and provide a substantial gift to CASA of Collin County. Stock can be donated either via delivery of stock certificates or electronically via a transfer from your brokerage account.
 

Life Income Gifts
Under an irrevocable trust, you may irrevocably transfer some assets to CASA of Collin County now, and in return, you (and a survivor, if you wish) receive income for life.
 

Gift of Life Insurance
Some of our supporters may no longer need their life insurance, (insurance that was purchased years ago to provide for children or other family members) and may wish to donate the policy to CASA of Collin County.
 

Gifting of Retirement Plans
Your IRA assets can be transferred to a charitable remainder trust, and the trust will provide life income to the beneficiary, and then an eventual gift to CASA of Collin County.
 

Bequests
Supporters may make charitable gifts by naming CASA of Collin County as a beneficiary in their wills.
 

Charitable Lead Trust
Individuals with very large estates can use a charitable lead trust to benefit CASA of Collin County and pass principal to family members with little or no tax penalty.
 

To discuss these options, please call Kathy Blank at 972.529.2272.