Your Legacy

Tom & Carolyn Nicewarner

“I’ve met the most outstanding kids volunteering with CASA,” says Carolyn Nicewarner, an advocate for abused and neglected children. Carolyn carries a red clown nose in her pocket which she whips on when meeting a new child. When she and her husband Tom discovered they could make a significant gift by including CASA in their financial and estate plans, they jumped on the opportunity.


Here are a few ways you can create your legacy of hope for a vulnerable child:

Discuss your goals with your financial or estate planning professional. If you have questions about what types of gifts CASA accepts or thoughts to share, please contact our Development Director, Kelly Leusch, at 512.539.2670 or via email.


Putting CASA in your will

You can provide now for a future gift to CASA of Travis 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 of Travis County.

Benefits:

  • Your assets remain in your control during your lifetime.
  • You can change your bequest if your circumstances change.
  • You can direct your bequest to a particular purpose (be sure to check with CASA of Travis County to make sure your gift can be used as intended).
  • You can have the satisfaction of knowing your bequest will support CASA of Travis County in the way you intended when you are gone.

Use this language in your estate plan:

I hereby direct $____________ (or _____ percent of my residual estate) in cash, securities, or other property to CASA of Travis County (Fed. ID# 74-2369123).

As with any decision involving your assets, we urge you to seek the advice of your tax and legal advisors.

 


Naming CASA as a beneficiary

You can name CASA of Travis 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.

As with any decision involving your assets, we urge you to seek the advice of your tax and legal advisors.

 


Giving real estate

For many people, their home or other real estate is their most valuable asset. You may donate your home or other property to CASA of Travis 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 (such as your home, cabin, or farm) to CASA of Travis 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.

As with any decision involving your assets, we urge you to seek the advice of your tax and legal advisors.

 


Reducing taxes and receiving income

You may give to CASA of Travis 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 of Travis County into action.

As with any decision involving your assets, we urge you to seek the advice of your tax and legal advisors.

 


Help future CASA children through the Endowment for CASA

You can make a life-long difference for tomorrow’s children by giving to the Endowment for CASA. The Endowment for CASA is administered and maintained by the Austin Community Foundation, a 35 year-old non-profit organization that manages more than 1,000 charitable funds for individuals, families and organizations totaling over $120 million. You gift of $20,000 or more will be matched with $5,000 from the Foundation. To find out how to create a fund in honor or in memory of a loved one, please contact our Development Director, Kelly Leusch, at 512.539.2670 or via email. If you’re ready to give, you may give online and select “CASA of Travis County Fund” or send your check (made out to Austin Community Foundation with “CASA Endowment” in the memo line) to: Austin Community Foundation, 4315 Guadalupe St, Ste 300, Austin, TX 78751.

7701 N LAMAR BLVD STE 301 | AUSTIN TX 78752
PHONE: 512.459.2272 | FAX: 512.459.4550
CASA@CASATRAVIS.ORG