Planned Giving

Take the Surprise Out of A Child’s Future

Planned Giving: Make a Life Changing Gift

Did you know there are ways to support CASA for Children of Mercer and Burlington Counties that will not affect your current lifestyle or your family’s security?  You can support CASA with gifts that do not impact the way you live by designating CASA for Children of Mercer and Burlington Counties to receive estate assets in the future, or by making immediate gifts to us of assets that are “out of sight and out of mind.”  We call these “Gifts Anyone Can Make” because anyone can make them now without impacting cash flow, lifestyle, or family security. Contact Laura Wall, Executive Director, at 609-434-0050/lwall@casamercer.org, to have a conversation about the multiple ways to donate to CASA for Children of Mercer and Burlington Counties.

The Benefits

You can make a gift that costs you nothing during your lifetime.

You can make a gift that leaves your cash flow and current financial planning unchanged.

You don’t have to use cash to make your gift; you can “buy low and give high” by making your gift with appreciated securities

You can give an asset you no longer need or want.

Gifts from Your Will or Trust

Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations have ceased.

Donor Advised Fund

If you are considering planning a gift that could support CASA for Children of Mercer and Burlington Counties for many years in the form of a fund in your name or would like to learn about the myriad of planned gift opportunities, we can introduce you to our friends at the Princeton Area Community Foundation who can help you. They can inform you of plans that can provide long-term support to CASA for Children of Mercer and Burlington Counties while giving you tax and other benefits. Feel free to call Marcia Shackleford at 609.219.1800 if you’d like more information on how the Princeton Area Community Foundation (PACF) can support your ideas with a planned gift.

Include a bequest to CASA in your will or trust.

Make your bequest unrestricted or direct it to a specific purpose. Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Gifts from a Retirement Plan

Give us assets subject to double taxation, then leave more to your family.

Name CASA as a beneficiary of your IRA, 401(k), or other qualified plan.

Designate us to receive all or a portion of the balance of your plan through your plan administrator.

The balance in your plan passes to CASA after your death.

Gifts of Stock and Appreciated Assets

You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to CASA. CASA sells your securities and uses the proceeds for its programs.

Gifts of Life Insurance

You don’t need a large estate to make a significant gift to us. You can leverage your dollars for a larger gift by transferring ownership of a paid-up life insurance policy to CASA. CASA would then elect to cash in the policy now or hold it.