Legacy Gift Giving

A legacy gift to CASA DC in your will or revocable trust enables you to make a difference in the lives of abused and neglected children for generations to come. A bequest is easy to arrange, will not alter your current lifestyle in any way, and can be easily modified to address your changing needs.

 

You can leave an asset, set dollar amount, or percentage of your estate. This can help to reduce or eliminate taxes which your estate may otherwise owe. Here are some examples of suggested language. Please feel free to adapt this language with your attorney to fit your individual situation.

 

Fixed Amount Bequest: This is a bequest that directs a fixed dollar amount, or specific assets, such as securities or property.

 

Ex. I give and bequeath the sum of $_________ to CASA for Children of DC, 220 I St. NE, Unit 285, Washington, DC 20002 (Federal Tax ID # 03-0472883) to be used for its general purposes.

 

Residuary Bequest: This for of bequest directs a percentage of the remainder of your estate, after specific gifts to other beneficiaries have been fulfilled.

 

Ex. I give and bequeath to CASA for Children of DC, 220 I St. NE, Unit 285, Washington, DC 20002 (Federal Tax ID # 03-0472883) an amount equal to _____% of the net value of my estate, to be used for its general purposes.

 

Life Insurance: A life insurance policy that has outlived its purpose may make a perfect gift to CASA DC. You can request a beneficiary designation form from your financial institution or insurer, designate a percentage or fixed amount to CASA DC, and mail it back.  The form is generally available on the financial institution or insurer’s website as well.


IRAs: Assets contained in your IRA pass outside your will and naming a family member or friend a beneficiary would result in high tax liability that can be avoided by leaving it to CASA DC. Similar to a bequest or life insurance, you can make CASA DC a partial, full, or contingency beneficiary. Provide a voice in court for young people in foster care—and leave your loved ones other estate assets that are not taxed as highly.