Gift Planning Menu  

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

How to Give

Giving to our mission can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate Casa Foundation as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Qualified Charitable Distribution
    Congress has enacted a permanent Qualified Charitable Distribution. As a result you can make an Qualified Charitable Distribution gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate Casa Foundation as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to Casa de las Campanas in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • 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.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to Casa Foundation for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to Casa Foundation to fund a charitable remainder trust. When the property sells you receive cash and income for life.
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  • Bargain Sale
    Casa Foundation purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to one or more charities.
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  • Life Estate Reserved
    You give your property to Casa Foundation but retain the right to use the property during your life.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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