By joining CASA’s Legacy Society, you can ensure that capable, consistent, caring advocacy will be available for future generations of CASA children and youth.
There are many ways to make a legacy gift. A few simple and inexpensive options include designating CASA as a beneficiary in retirement accounts, life insurance policies and annuities, “in trust” accounts, bequests, and gifts that generate income for life. These are small changes that can make a significant difference. View the Legacy Giving Options below and fill out the form to request more information about making a legacy gift to CASA.
Gifts to CASA can be made to support CASA's Endowment Fund or to support the general operations of the organization. If you have a specific purpose in mind, or have questions about a legacy gift, please contact us at (831) 761-2956 x106 so that we can fulfill your wishes.
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Bequest
This is the simplest way to leave a legacy for the most vulnerable children of our community. After you have taken care of your loved ones, add language such as the following to your will or living trust document.: “I give (dollar amount or percentage of estate) to Court Appointed Special Advocates of Santa Cruz County, 813 Freedom Boulevard, Watsonville, California 95076, Federal tax ID No.77-0305354, to be used for the greatest need as determined by CASA.”
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Retirement Asset
This is often the most tax-efficient way for you to leave a CASA legacy. Simply change or add a beneficiary of one of your retirement accounts to include Court Appointed Special Advocates of Santa Cruz County, EIN 77-0305354, 813 Freedom Blvd., Watsonville CA 95076.
You may designate a percentage of assets remaining in the retirement account which will benefit the youth of our community for years to come. This approach also avoids additional legal expense. -
Charitable Gift Annuity
This approach provides you with potentially significant tax savings and a guaranteed income for life. You make a gift of as little as $25,000; you receive an immediate income tax deduction, a fixed annual income for life, and a legacy that will support our CASA of Santa Cruz County and the children we serve in perpetuity. For more information, and to set up your annuity, please contact your financial advisor or the Community Foundation of Santa Cruz County cfgifts@cfscc.org and designate CASA of Santa Cruz County as a beneficiary.
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Charitable Remainder Trust
This irrevocable trust is established with assets such as cash, securities, or property in exchange for annual payments to the beneficiaries. The minimum funding is $100,000 with the charitable portion being tax deductible. This can also be established at the Community Foundation of Santa Cruz County cfgifts@cfscc.org or consult your financial advisor.
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Life Insurance
This is another easy way to leave a CASA legacy. Simply name Court Appointed Special Advocates of Santa Cruz County, EIN 77-0305354, as a beneficiary of your policy. Your estate will be entitled to an offsetting charitable deduction. You can also name us as owner and beneficiary of an existing or new life insurance policy. You will receive an immediate tax deduction that usually approximates the cash surrender value of the policy. All premium payments made thereafter are deductible as a charitable contribution.
As always, you should consult with your own advisors before making a final decision about which approach makes the most sense for you.
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Beneficiary Information for Gifts
Court Appointed Special Advocates of Santa Cruz County
EIN: 77-0305354
Address: 813 Freedom Blvd., Watsonville, CA 95076
Phone: (831) 761-2956
Contact: Development Director, Ext. 106
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