Legacy Gifts

We appreciate your consideration of including CASA of St. Louis in your estate plans. Planned Giving takes many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping you to fulfill your personal, humanitarian and charitable objectives.

We strongly encourage you to consult with a professional such as a financial planner, tax accountant and/or a lawyer to discuss your Planned Giving options further. The following are a few ways Planned Giving can be structured:

BEQUESTS
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. A bequest can also reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.

LIFE INSURANCE
CASA of St. Louis can be named as the beneficiary of a new or existing life insurance policy. If CASA of St. Louis is also named as the owner of the policy, all of the donor’s premium payments are charitable deductions.

RETIREMENT PLANS
Gain significant tax benefits by naming CASA of St. Louis as residual beneficiary of retirement plan assets. This option allows a donor to defer a gift to the end of his or her lifetime, reduce the size of the estate, and meet charitable objectives.

CHARITABLE TRUSTS
CASA of St. Louis can be named as the ultimate beneficiary of a charitable remainder trust or the income beneficiary of a charitable lead trust. Both are highly effective estate planning tools that can benefit the donor now or later.