Planned Gifts to Support Casa de los Niños
Most of us, given the chance, want to leave a lasting reminder of the gratitude we feel for the institutions we love and support. It is a privilege to make a difference—to show, in some way, that we have contributed to important work or played a part in a cause that benefits society, perhaps for generations to come.
In addition to personal satisfaction, donors are often rewarded with financial and estate planning benefits. With careful planning, donors find they are able to:
- Make a personal statement
- Save taxes (and as a result, perhaps give a larger gift than would otherwise be possible)
- Help shape the future and leave a lasting legacy There are many planned gift opportunities available.
As you consider ways to support our mission, take a look at these rewarding planning strategies with unique combinations of tax savings and personal satisfaction.
All gifts unless otherwise directed by the donor go to the Casa de los Niños Foundation to support the work of the organization for generations to come.
Wills and Living Trusts
A simple, flexible and versatile way to ensure Casa de los Niños can continue our life-changing work in the future is a gift in your will or living trust, known as a charitable bequest. By including a bequest to Casa de los Niños in your will or living trust, you will make a profound difference for at-risk children and their families for years to come.
This flexible gift option can be revised at any time, and can be made as a specific amount or a percentage of your estate—allowing you to also take care of your family. In addition, your gift entitles your estate to an unlimited federal estate tax charitable deduction.
You can name Casa de los Niños as a charitable beneficiary of your assets—such as retirement plans, life insurance policies, donor-advised funds, or bank accounts—to help change the future for children and families in Tucson. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give that does not require an attorney.
Not only is it an easy way to give, but it’s also flexible. You can review and adjust beneficiary designations anytime you want, or include multiple beneficiaries. A beneficiary gift to Casa de los Niños is exempt from taxes, which means the total value of the gift will further our mission. A beneficiary gift to family can be subject to federal income taxes.
If you are 70 ½ or older, you can make a tax-free gift directly from your Individual Retirement Account (IRA) to Casa de los Niños.