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. Bequest Guide

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.

Have more questions about Wills and Estate planning, go here to discover more.

Have you already included CASA in your estate plan?

Sometimes the most meaningful gifts are ones we don't learn about until many years later.
If you've already included CASA of St. Louis in your will, trust or other estate plans, we'd be honored if you would let us know. 
Sharing your intentions is entirely optional and doesn't create any obligation.
It simply gives us an opportunity to say thank you and recognize the extraordinary commitment you've made to the future of our mission. 

Don’t have a will and don’t know where to start?

Go to www.freewill.com. FreeWill currently offers free online estate-planning tools for individuals, including wills, revocable living trusts, beneficiary designations, financial powers of attorney, and advance healthcare directives. For nonprofit partners, it also provides co-branded estate-planning tools, planned-gift tracking, and campaign support 

Have Questions: Email Shannon at snichols@stlcasa.org or call 314-615-4505