Legacy Gifts | CASA of Brown County
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LEGACY GIFTS

Create a legacy with a planned future gift in support of CASA of Brown County. 

​Your planning and generosity today can change the lives of the most vulnerable children in our community in years to come. You can provide now for a future gift to CASA of Brown County by including a bequest provision in your will or trust. 

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  • Your assets remain in your control during your lifetime.

  • You can change your bequest if your circumstances change.

  • You can direct your bequest to a particular purpose (Please check with CASA of Brown County to make sure your gift can be used as intended).

  • You can have the satisfaction of knowing your bequest will have a lasting impact on CASA of Brown County and the children we serve.

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Benefits:

Use this language in your estate plan:​

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I hereby direct $____________ (or) _____ percent of my estate in cash, securities, or other property to CASA of Brown County (Fed. ID# 20-0476117).

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Naming CASA of Brown County as a Beneficiary​

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You can name CASA of Brown County as beneficiary of your life insurance policy, your retirement plan and/or donor advised fund(s) and reduce your tax liability. This is as simple as working with your provider and updating or adding to your beneficiary designations. Please consult with your tax adviser for more information.

 

For more information contact Marissa Heim at (920) 430-0116.

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