Planned Giving Program
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.
FY19 CASE Scholars Society Donors:
- Kyle C. Button and Christopher Aldama
- Sue Cunningham and Howard Moore
- Peter McE. Buchanan (CASE President 1990-1997)
- Robert M. Moore
To learn more, or if you have already included CASE in your estate plan, contact Linda Durant at email@example.com or call 202-478-5674.
Longtime CASE volunteer Kyle C. Button and his husband Christopher Aldama have designated a proportion of their estate to go to CASE with the intent that it be used to conduct research on institutional advancement, foster the development of the advancement profession, pursue work on ethics and professional standards, create and deliver new programs or conferences, or provide resources in emerging markets.
Testimonial from a Scholars Society Member
I have benefited and continue to benefit greatly from my association and involvement with CASE. From strategy and structure for the annual fund to leading large comprehensive campaigns, CASE has been and continues to be a great source of information and sage advice/wise counsel for CASE members and staff. I have grown to more fully understand the What and the How we do advancement work, but most importantly, over my journey, I’ve discovered the Why.
We are builders of great universities and great people. We assist students in achieving their educational goals and help prepare them to be responsible, productive citizens in their communities and society. Simply put, we are multipliers, and it is my honor and privilege to have the opportunity to invest in future builders, multipliers and an organization that I love.
CASE has been a big part of my professional life for more than 30 years. I’ve learned, volunteered, contributed ideas and energy, and met lifelong friends. For those reasons, recognizing CASE in my estate plan makes compete sense. I’m glad to be able to give back to the organization that has given me so much.