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Plan Your Donation to Colonial CASA

You can create a legacy of hope for vulnerable children through a planned gift to Colonial CASA. Friends and supporters who express their intention to include CASA in their estate plan may be recognized as a member of the Legacy Club.  Below are explanations of how most people plan gifts.

Bequests Through Your Will

A bequest to  CASA  is one of the most effective and simplest ways to make a lasting impact on the lives of vulnerable children. You may specify a specific amount or a percentage you wish to give to CASA. 

If you are considering making a gift by bequest, please meet with your attorney to discuss the ramifications and, if appropriate, to update your will.

Giving Retirement Funds and Insurance Policies

If you would like to create a legacy for children but do not wish to write a will, you can name Colonial CASA as the beneficiary of your retirement account or life insurance policy.

  • Retirement account: You can have a positive impact on children far into the future by naming CASA as beneficiary or contingent beneficiary of an IRA, 401(k), 403(b) or other retirement account. Please consult with your financial planner or attorney regarding considerations when making this type of gift.

  • Insurance policies: Life insurance may be used to create a legacy by naming CASA as beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with your insurance company. You do not have to work with an attorney or an accountant to make this type of gift.

For more information about planned giving, visit www.leavealegacy.org.

 

 

1311 Jamestown Road, Suite 201, Williamsburg, VA 23185

Phone: (757) 229-3306 Fax: (757) 229-3972. E-mail Us

© 2010 All rights reserved. Colonial CASA is a 501(c)(3) nonprofit organization, and all contributions are tax-deductible as allowed by law.

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