Planned Giving

Planned gifts, including gifts from your will or estate, are gifts that anyone can make. They may benefit you, your family, and CASA of Contra Costa County today or in the future.

You can take advantage of gifts that may help your situation from a tax standpoint today. Or gifts that can benefit you and your family upon your passing. 

Planned gifts are essential to CASA of Contra Costa County’s longevity and mission.

Benefits of Planned Giving

  • Sizable Tax Break: From a financial perspective, the tax breaks are a huge advantage to making a planned giving arrangement. The specifics will vary on a case-by-case basis, but the tax breaks are significant for most.
  • Determine When Funds Are Used: When donors donate money to an annual fund they have little say or control on how their money is spent within the organization. Planned giving puts the power into the donors’ hands and lets them specify how the gift will be used.
  • Preservation of Our Mission: Many donors want to give a major gift in their lifetime, but don’t have the financial means to do so. Planned giving allows donors to give large gifts that help us continue our mission for generations to come.

  • Largest Annual Gifts: Planned giving contributions are among the largest gifts a nonprofit will receive (each year), often 200 to 300 times the size of annual gifts.
     

How to Contribute

Contribute to CASA of Contra Costa County’s future. Plan for a special gift, such as a bequest in your will, life insurance, or more. There are many creative and flexible planned giving options that can benefit you and our organization.

  • Charitable Bequests
  • Qualified Charitable Distribution (QCD)
  • Beneficiary Designation Gift 
  • Crypto Currency Donations 
  • Gifting Stock
  • Donor-Advised Funds
  • Charitable-Advised Funds
  • Charitable Trust


Charitable Bequests

Charitable bequests are made through a will, a legal document that specifies how an individual’s property is to be distributed after death. A bequest made through a will can provide tax benefits to the donor and their heirs as well as provide needed resources for CASA of Contra Costa County’s mission.

A charitable bequest in your will is among the easiest and most impactful ways to contribute to our mission. Contact your tax advisor for more information on how a bequest may benefit you and your family.

Create a Will with LifeLegacy


 

Qualified Charity Distribution (QCD)

A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals who are 70½ years old or older to donate money to eligible charitable organizations directly from their Individual Retirement Account (IRA) without incurring income tax on the distribution.

QCD Donation

 


Beneficiary Designation Gift

A beneficiary designation gift is an easy way to make a planned gift to support CASA of Contra Costa County. You can designate us as a beneficiary of a retirement, investment, bank account, or current life insurance policy. The process is very straightforward – most banks and financial institutions will provide you with a form to complete to indicate the beneficiary or beneficiaries and their respective percentages.

This form is specific to each financial institution so it will require you to reach out and request it. Once you receive this form you simply name CASA of Contra Costa County as a beneficiary. We’ve made it easy to get started with a beneficiary designation with our preliminary form that gives you specific instructions and our tax identification number to include on the official beneficiary designation form from your bank or financial institution.
 

Cryptocurrency Donations

Similar to donating stocks or other assets, donating crypto directly to charity can save you on your capital gains tax and you can receive a federal income tax deduction for the full value of your crypto. Click here to begin donating cryptocurrency.

Give Cryptocurrency

 

 

Gifting Stock

Gifting stock can often be more beneficial to individuals than gifts of cash. You can use appreciated stocks, bonds, and/or mutual fund shares that you have held long-term to make a donation to CASA of Contra Costa County instead of cash.

These gifts frequently help individuals avoid the tax liability on the appreciated value of the stocks, bonds, or securities. We can help facilitate gifts of this type between you, your broker, and our broker. Contact us for more information.

Gift Stocks

 

Donor-Advised Funds

Donor Advised Funds optimize your tax situation while still supporting your favorite charities. These funds are set up with large financial institutions or community foundations who act as the charitable sponsor.

Donors who direct gifts from these types of funds have a few options for the disbursement of any remaining funds upon their passing. One option is to designate the remaining balance of the fund to support CASA of Contra Costa County.

Contribute DAFs

 

Charitable-Advised Funds

Charitable Advised Funds are also known as “life-income” gifts. They are investment vehicles that provide the donor with a fixed income for life, based on the initial value of the investment, and after the passing of the donor the remaining amount becomes the gift to CASA of Contra Costa County.
 

Charitable Trust

A charitable trust is another way to make your legacy live on for generations to come. Setting up a charitable trust can also have many tax incentives and financial benefits for those who want to set aside any high-value assets they don’t need to support themselves in retirement. By moving these assets into a charitable trust, you can avoid paying capital gains on real estate or stocks when they’re sold at a higher present value. There are two primary types of charitable trusts: charitable lead trusts and charitable remainder trusts. These trust types mirror each other but serve different needs.

  • Charitable Lead Trust: This trust type first distributes a portion of its proceeds to a charity, for which you’ll receive a charitable donation tax deduction equal to those payments. The remainder of the principal is then distributed to your beneficiaries.
  • Charitable Remainder Trust: With this trust type, you choose to receive an income from the distribution of the non-income-producing assets you placed into the trust first. You’ll also receive a charitable donation tax deduction based on the present value of the remainder of the assets earmarked for the charity. At the end of the term or upon your death, your chosen charity receives the rest of the assets.
     

Please contact Colleen Miller, CASA Development Director, at colleenmiller@cccocasa.org for more information on how we can help you begin supporting CASA.

 

Tax ID # 94-2897531