CASA of Adams Broomfield

Bequests and Other Special Gifts

Your Legacy

You can create a legacy of hope for vulnerable children through a bequest or other special gift to CASA. You don’t need to be wealthy to make a lasting impact. Talk with your financial or estate planning professional to find out how to plan a gift to benefit you and your family while creating a lasting legacy for children in need.


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

  • Putting CASA in your will

  • Naming CASA as a beneficiary

  • Giving real estate

  • Reducing taxes and receiving income

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, Lindsay Lierman, at 303.655.3927 or via email lindsay@casa17th.com .


Putting CASA in your will

You can provide now for a future gift to CASA of Adams & Broomfield Counties 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 Adams & Broomfield Counties.

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 Adams & Broomfield Counties to make sure your gift can be used as intended).
  • You can have the satisfaction of knowing your bequest will support CASA of Adams & Broomfield Counties 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 Adams & Broomfield Counties (Fed. ID# 31-1657019).

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 Adams & Broomfield Counties 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 Adams & Broomfield Counties. 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 Adams & Broomfield Counties 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 Adams & Broomfield Counties, 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 Adams & Broomfield Counties into action.

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