Thank you for considering a gift to help Tulsa CASA, Inc.  With your gift we will be able to recruit and train more volunteers to advocate for abused and neglected children in the court system.

Through our partnership with Tulsa Community Foundation (read more) and as a service for our donors and friends, Tulsa CASA provides complimentary, confidential, charitable tax and financial planning services.

If you have already included Tulsa CASA in your estate plan, please click on the following gift verification link so that we are able to use your gift towards our goal.  All of your information will remain confidential.

For more information about how to start the planning process, or if you have questions, please contact Tulsa CASA Development Director, Paula McKay at 918.584.2272 or paula.mckay@tulsacasa.org.

 

What are Planned Gifts?

Planned gifts are a variety of charitable giving methods that allow you to express your personal values by merging your family, financial, and charitable goals. Planned gifts can be made with cash, but many are made by donating assets such as stocks, real estate, art pieces, or business interests—the possibilities are endless.

Planned gifts can provide valuable tax benefits and/or lifetime income for you, your spouse or other loved ones. The most frequently-made planned gifts are bequests to charities, made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.

Making a planned gift usually requires the assistance of the charity’s development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift.  Tulsa CASA is able to offer the services of a professional estate planning specialist at no cost to you.  We provide advice and complete in-depth information for your charitable tax and financial planning needs, and work directly with your lawyer, accountant, or estate planner if necessary.

A misconception is that giving through your estate is only for the “wealthy.” The truth is, even people of modest means can make a difference through planning.  Gifts can also be made to Tulsa CASA when a donor designates Tulsa CASA as the beneficiary on their life insurance, IRA, or Pension Plan.

Below is language that can be used when making a bequest to Tulsa CASA:

Unrestricted Bequest

“I give devise and bequest to Tulsa CASA, Inc. (state: ” % of my estate”, “the sum of _____” or “the residue of my estate”) under this will after the deduction of all debts, funeral expenses, and administration expenses, but before the deduction of any death, inheritance or estate taxes, it being my intention to exonerate this bequest from contributing to the payment of any such taxes.”

 

This information is not intended as legal, tax or accounting advice.

For tax advice, please consult your financial professional.