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Online Donation
Ways to Give
Click here to download the
CASA DTC
transfer form. |
Ways to give
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With a gift of cash to either the
operating or the unrestricted endowment fund, you may be entitled to
full tax benefit as an itemized deduction. Call the Operations Manager
with your credit card information (512-392-3578) or send a check,
payable to "CASA of Central Texas, Inc." to the following address:
CASA of Central Texas, Inc.
P.O. Box 1267
San Marcos, Texas 78667 |
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Do you have appreciated stocks in a brokerage account or in certificate
form? A gift of publicly-traded stock will provide support for CASA
children in Central Texas at the full market value and with no capital
gains tax paid by the donor. Donors may be able to take a charitable
deduction on their federal income tax return for the market value of the
securities at the time of stock transfer without recognition of capital
gains. If you would like specific information about transferring
securities, please call Norma Blackwell at (512) 392-3578 or e-mail
nblackwell@casacentex.org.
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Retirement Accounts
Inclusion of retirement plans may subject an estate to additional
federal and state income and estate taxes. Designating a percentage of
assets from the plan to CASA of Central Texas, Inc. may minimize the
taxes due on retirement plan assets. |
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A charitable remainder trust can be established with cash, appreciated
securities, real estate or other marketable assets. A charitable
remainder trust may provide income until your death (or the death of a
beneficiary), or for a specified term of years. When the trust
terminates, the principal becomes available to CASA of Central Texas,
Inc.
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Real Estate
Real estate is an ideal asset for many methods of charitable giving.
Depending on the giving method, your gift helps benefit CASA of Central
Texas, Inc. at the same time that you may benefit from income tax
savings, capital gains tax savings, or estate and gift tax savings.
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You can name CASA of Central Texas, Inc. the beneficiary (or
co-beneficiary) on an existing life insurance policy. In the event of
your death, CASA of Central Texas, Inc. receives the proceeds of the
policy as a bequest, which may generate federal estate tax benefits. If
you also make CASA of Central Texas, Inc. owner of the paid-up policy
and relinquish all incidents of ownership, you may be able to claim an
income tax deduction for the cash surrender value.
You are encouraged to consult your tax advisor and/or your attorney
before making your gift. CASA of Central Texas, Inc. is unable to
provide investment or tax advice.
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CASA of Central
Texas, Inc. is a 501(c)(3) charitable organization. Your donation is tax
deductible under the rules of the Internal Revenue Service.
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