Gift Planning Menu  

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives.

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.

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.


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.