Planned Giving
Real generosity toward the future lies in giving all to the present”
- Albert Camus
Families can create greater impact as they shift from charitable donor to philanthropist. This evolution can bring families closer as generations come together to carry on a family’s legacy. Proper planning can help you and your family realize the greatest benefits from your gifts to CASA. This involves choosing the best combination of assets and vehicles to accomplish your charitable, financial and estate planning objectives. Please consult with your accountant, attorney or financial planner for proper guidance.
Planned, or deferred, gifts are a way to implement your goals of providing support for CASA and staying within your particular financial parameters. Proper planning can help you and your family realize the greatest benefits from your gifts. There are a number of ways you can maximize your support for CASA Kane County, while ensuring that your, and your family’s, needs are being met. This involves choosing the best combination of assets to accomplish your charitable, financial and estate planning objectives.
Examples include:
- Gifts of Securities/Stock
- Bequests
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Retirement Plans
- Life Insurance
Whatever your financial objectives, the IRS has provided vehicles for charitable giving that can address most situations. For more detailed information on making a planned gift, please consult with your accountant, attorney or financial planner for proper guidance.
You can also contact AnnMarie Fauske, Deputy Director, at annmarief@casakanecounty.org or 640-444-1308.