Planned Giving
A 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 Info@CASASpeaks4Kids.com or phone 936-441-5437.
Bequests
You can create a legacy of hope for vulnerable children through a planned gift to CASA Child Advocates of Montgomery County, Texas.
Bequests Through 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.
Sample Codecil to add to your Will | DOWNLOAD
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 a 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 a beneficiary or a 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 a beneficiary or contingent beneficiary of the policy.
This requires that you complete a change of beneficiary form with your insurance company.
