Kids drawing CASA and logo in chalk

Planned Giving

Planned giving, also known as legacy giving, is a way for individuals to make a lasting impact through future-focused contributions that support the causes they care about most.

At its core, planned giving means committing today to support CASA of Central Oregon tomorrow through your will, trust, retirement account, life insurance policy, or other long-term financial plans. These gifts cost nothing during your lifetime, yet they can ensure that your values and generosity endure for generations to come.

Why consider a planned gift? Because it creates a lasting impact. Your support ensures that children in foster care across Crook, Deschutes, and Jefferson counties have access to a trained, consistent Court Appointed Special Advocate (CASA). Someone who listens, shows up, and helps guide them through complex systems and uncertain times.

What is Planned Giving?

A planned gift is a lasting investment in ensuring that children in Crook, Deschutes, and Jefferson counties can count on the benefit of a CASA volunteer.

male casa volunteer with teenage boy outside courthouse
female casa volunteer with young girl in courtroom

Create a Legacy that Lasts

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Create a Legacy that Lasts ❤️

Fund Your Donation With:

  • Antiques

  • Farm or Ranch

  • Artwork

  • Business Interests

  • Appreciated Securities

  • Valuable Collectables

  • Life Insurance

  • Retirement Plans

  • Real Estate

  • Copyrights, Royalties, or Patents

  • Cash

  • Land

  • Precious Metals

Ways to Make a Planned Gift

  • Bequests

    Bequests are a simple way to leave a legacy with CASA of Central Oregon. Just add a provision in your will or trust designating either a percentage, specific amount, or all or a portion of the residue of your estate to CASA of Central Oregon. You can designate your gift for a specific county, or leave it unrestricted for general use. Gifts of all sizes are appreciated.

  • Real Estate

    A gift of real estate property such as a residence, vacation home, or commercial property can be used to make a gift to CASA of Central Oregon that may provide significant tax benefits.

  • Beneficiary Designation

    Naming CASA of Central Oregon as the beneficiary of all or a portion of a retirement account, bank or brokerage account, donor-advised fund or insurance policy, is a tax-smart way to make a gift that leaves a lasting legacy while avoiding a significant built-in tax liability. When left to individuals, the value of the gift may decrease by a significant amount, but if used to make a gift to CASA, the funds are transferred tax-free we are able to receive the full value of the gift.

  • Appreciated Securities

    By making a gift using stock, bonds, or mutual funds, you may be able to take a charitable deduction for the fair market value of the shares while avoiding capital gains taxes and making a gift that ensures children in foster care continue to have advocacy beyond your lifetime.

  • IRA Qualified Charitable Distribution

    If you are 70½ or older, you may be able to take advantage of your IRA to make tax-smart charitable gifts to CASA of Central Oregon. By requesting a qualified charitable distribution from your IRA, you can direct up to $105,000 each calendar year to eligible charities. Benefits to using your IRA for charitable giving may include lowering your taxable income, counting the distribution toward your Required Minimum Distribution, and providing advocacy for children in foster care.

Legal name: CASA of Central Oregon

Address: 1029 NW 14th St, Ste. 100, Bend, OR 97703

Federal tax ID number: 93-1062982

If you include CASA of Central Oregon in your plans, please use our legal name and federal tax ID.

Already included us in your estate plan?

Let Us Know!

Questions?

Fill our the form below or contact Heather Dion at:

development@casaofcentraloregon.org

Phone: (541) 389-1618

Frequently Asked Questions

  • Not at all. Planned giving is about intention, not wealth. Gifts of all sizes create meaningful impact for children in foster care in Crook, Deschutes, and Jefferson counties.

  • Yes. While unrestricted gifts allow us to address urgent needs, we are happy to honor your preferences.

  • Most legacy gifts qualify for estate tax charitable deductions. Please consult your financial advisor for details.

  • Absolutely. We respect your privacy and will never share your information without your consent.

The information provided is for educational purposes only and is not intended as legal, tax, or financial advice. Please consult your professional advisors regarding your individual circumstances.