BEQUESTS | PLANNED GIFTS

BEQUESTS

We encourage you to seek professional advice to determine the best plan suited for the needs of you and your loved ones. If you have already included CASA Inc. in your estate plans, please let us know so we can express our gratitude. These special gifts help make our programs and services available to future generations.

Suggested language that may be helpful: “I give and bequeath to CASA Inc. (Citizens Sheltering the Abused), a Washington County Maryland, non-profit corporation whose federal tax identification number is 52-1157651 and whose address is 116 West Baltimore Street, Hagerstown, MD 21740, the sum of $____ (or ____% of the rest, residue and remainder of my estate) to be used for the general operations of CASA Inc.

PLANNED GIFTS

In addition, there are several special vehicles for giving, called “planned gifts,” that provide certain tax benefits. For example, you can set up a charitable gift annuity or irrevocable trust to pay you income for life; then, the principal becomes a gift to CASA Inc. You get a current charitable gift deduction based on the value of your future gift. For more information, please contact an estate attorney.

For more information, please contact CASA’s Executive Director, Lisa Dougherty at lisad@casainc.org or #301-739-4990.