CASE has recently launched a planned giving program and provides options you can use to make a long-lasting commitment to CASE.  You may remember CASE in your will while doing your estate planning or you may list CASE as a beneficiary of your retirement plan. We would be happy to speak with you about your estate plan but recommend you first talk with your financial advisor if considering a gift in your will or estate plan.  

As a result of this new program, CASE received its first planned gift pledges and introduced the CASE Scholars Society in Fiscal Year 2019 to recognize and express our gratitude for these commitments. 

CASE Scholars Society Donors:

• Anonymous
• Peter McE. Buchanan (CASE President 1990-1997)
• Kyle C. Button and Christopher Aldama
• Brett Chambers
• Sue Cunningham and Howard Moore
• Linda S. Durant
• Robert M. Moore
• Norma Walker

To learn more, or if you have already included CASE in your estate plan, contact Ryan Steele at [email protected].

Make a Gift from your IRA

Giving from your IRA: Another way of supporting and remembering CASE in your estate plan

If you currently hold an IRA, you may want to consider naming CASE as a beneficiary of the retirement plan.  This will allow you to provide a gift to CASE and then use your other assets, which are not subject to income tax, to make gifts to your family and heirs.

How it Works:

• Name or designate CASE as a beneficiary of your IRA
• Contact your plan administrator of the designation and what the percentage is you would like CASE to receive
• Please tell CASE about your gift.  Your plan administrator is not required to notify us. 

Benefits:

• You can continue to take regular lifetime withdrawals
• You maintain the flexibility to change beneficiaries if you or your family’s needs change during your lifetime
• Your heirs avoid the possibility of double taxation on the assets left in your retirement account