Your generosity can create lasting change for generations to come. By including Casey Trees in your estate plans, you can make a meaningful impact while potentially enjoying tax benefits during your lifetime.
Ways to Give
Bequests
One of the simplest ways to make a lasting difference is through a bequest in your will or living trust. You can designate a specific amount, a percentage of your estate, or specific assets to support our mission.
Retirement Plan Assets
By naming Casey Trees as a beneficiary of your retirement plan assets, you can make a tax-wise gift that helps ensure our work continues. Retirement plan assets can be among the most heavily taxed assets in your estate, making them an excellent choice for charitable giving.
Life Insurance
You can name Casey Trees as a beneficiary of your life insurance policy or donate a paid-up policy you no longer need. This can provide a significant future gift while potentially offering current tax benefits.
Charitable Gift Annuity
A charitable gift annuity provides you with guaranteed income for life while supporting our mission. You’ll receive fixed payments for life, with rates based on your age, and qualify for a partial tax deduction.
The Benefits of Planned Giving
Create a Legacy
Your planned gift ensures your values and vision continue for generations to come.
Tax Advantages
Many planned gifts offer significant tax benefits to you and your heirs.
Meaningful Impact
Make a transformative gift that may exceed what’s possible during your lifetime.
Flexible Options
Choose from various giving vehicles that match your financial and charitable goals.
Next Steps
We recommend consulting with your financial advisor or attorney about which planned giving option best suits your circumstances. Casey Trees’ Development team is available to provide additional information and work with your advisors to help you achieve your charitable goals. Contact us at development@caseytrees.org or (202) 833-4010.