Planned Giving
Charitable Gift Annuity
A charitable gift annuity is a great way you can make a gift to Casa Foundation and benefit. You transfer your cash or property to us and we promise to make fixed payments to you for life at a rate based on your age.More
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.More
SECURE Act
The SECURE Act requires the distribution of beneficiary inherited IRAs within 10 years of the IRA owner's death, effectively eliminating stretch-IRAs for most beneficiaries. This means that IRA beneficiaries will receive larger amounts distributed over a shorter period of time and pay higher taxes on their inheritance.More
