Your planned gift to the Court Appointed Special Advocates (CASA) of CASA of Clackamas County will provide caring and supportive CASA volunteers for abused and neglected children for generations to come.

If you have any questions please contact Keith O’Brien, Executive Director, by email at kobrien@casa-cc.org.

We recommend seeking the assistance from a knowledgeable attorney and/or your tax advisor.

Planned Giving Options

There are a number of ways to create your own legacy with a charitable planned gift to CASA of Clackamas County.

  • Bequest

  • Charitable Remainder Trust

  • Charitable Gift Annuity

  • Gift of IRA, retirement account assets

You can make a bequest at any age by:

  • Making a simple addition (codicil) to your existing will

  • Writing a new will

  • Naming CASA of Clackamas County as the beneficiary of your IRA, retirement account or life insurance policy

You can choose to give a:

  • Specific dollar amount

  • Percentage of your estate

  • Specific asset

  • Remainder after distributions to other beneficiaries

Planned Gift Benefits

Leaving a gift CASA of Clackamas County is leaving a legacy of the things you passionately support. In addition, you may accrue these additional benefits:

  • Tax savings

  • Increase in spendable income

  • Income for other individuals you name

  • Solutions for estate–giving and tax issues; for example:

    • a bequest saves your family from high estate taxes: you are able to take an estate tax deduction of 100% of the value of the gift

    • a bequest of retirement plan assets passes to charities free of estate and income taxes and can reduce the value of your estate and ensure that more funding goes to support charity work

Bequests are easy to arrange and are flexible; that is, they can be modified—even revoked—if circumstances or needs change.  Best of all, your current lifestyle will not be affected in any way.

Giving Through IRA / Retirement Plans

You may name CASA of Clackamas County as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts. Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify CASA of Clackamas County.

Naming CASA of Clackamas County as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming CASA of Clackamas County as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death the plan passes to support CASA of Clackamas County free of both estate and income taxes.

We would love to know if you have chosen to leave a legacy gift to us. Thank you for ensuring a voice for generations to come.