THE BENEFITS

● You can make a gift that costs you nothing during your lifetime

● You can make a gift that leaves your cash flow and current financial planning unchanged

● You don't have to use cash to make your gift; you can "buy low and give high" by making your gift with appreciated securities

●You can give an asset you no longer need or want

GIFTS FROM YOUR WILL OR TRUST

Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations have ceased.

● Include a bequest to CASA in your will or trust

● Make your bequest unrestricted or direct it to a specific purpose

● Indicate a specific amount or a percentage of the balance remaining in your estate or trust

GIFTS FROM A RETIREMENT PLAN

Give us assets subject to double taxation, then leave more to your family.

● Name CASA as a beneficiary of your IRA, 401(k), or other qualified plan

● Designate us to receive all or a portion of the balance of your plan

● The balance in your plan passes to CASA after your death

GIFTS OF STOCK AND APPRECIATED ASSETS

Here is how to take advantage of appreciated securities without incurring

capital gains tax.

● You transfer appreciated stocks, bonds, or mutual fund share you have owned

for more than one year to CASA

● CASA sells your securities and uses the proceeds for its programs

Did you know there are ways to support CASA of Polk County, Inc. that will not affect your current lifestyle or your family security? You can support CASA with gifts that do not impact the way you live by designating CASA of Polk County, Inc. to receive estate assets in the future.

leave a lasting legacy

CASA of Polk County, Inc. is funded by individuals, foundations, local and state government funds, grants, and community donations.

For more information on how to designate CASA of Polk County, Inc. as your beneficiary contact:

Katey Axtell at (503) 623-8473 or

axtell.katey@outlook.com

GIFTS OF LIFE INSURANCE

You don't need a large estate to make a significant gift to us.

● You transfer ownership of a paid-up life insurance policy to CASA

● CASA elects to cash in the policy now or hold it.

​​Call us:

(503) 623-8473

​Find us: 

CASA of Polk County

580 Main Street. Suite D

Dallas, OR 97338