Bequest & Planned Gifts

Planned Giving

AA BoyA planned gift to CASA Child Advocates will help ensure the services and programs we provide to abused and neglected children will continue into the future – and may even further your financial goals. Some planned giving strategies may be by way of your will, estate, stocks and financial holdings or endowment gifts, or establishing a Charitable Lead or Remainder Trust for more advanced gifting strategies. Contact us by email donate@CASASpeaks4Kids.com or phone 936-441-5437, ext 212

Bequests

You can create a legacy of hope for vulnerable children through a planned gift to CASA Child Advocates of Montgomery County, Texas.

Bequests Though Your Will

A bequest to CASA Child Advocates of Montgomery County, Texas is one of the simplest and most effective ways of making a lasting impact on the lives of vulnerable children. You may specify the amount or a percentage you wish to give.

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 CASA Child Advocates of Montgomery County, Texas as beneficiary of your retirement account or life insurance policy.

Retirement Account: You can have a positive impact on children into the future by naming CASA Child Advocates of Montgomery County, Texas 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 a gift of this type.

Insurance Policies: Life Insurance may be used to create a legacy by naming CASA Child Advocates of Montgomery County, Texas as beneficiary or contingent beneficiary of the policy.

This requires that you complete a change of beneficiary form with your insurance company.