Bequests - CASANYS

Bequests
Legacies Protecting the Children of New York
Far Into the Future

You can protect the children of New York far into the future by including a bequest to the Association in a new will, adding a codicil to your existing will, or naming the Association as a beneficiary of your revocable trust. CASANYS gratefully welcomes bequests for general operating support or for specific long-term needs in consultation with our staff.

A bequest to CASANYS is fully deductible for federal estate tax purposes, and the tax laws do not place any limit on the amount of charitable deductions that can be included in a person’s estate. Charitable bequests are usually not subject to state inheritance taxes.

Please consult your legal advisor with regard to gifts of this nature. He or she can provide you with full legal information and ensure that the provisions of your will comply with your state’s requirements. The following language is provided only as a sample.

Types of Bequests
You can select a way of helping CASANYS that best suits your situation and needs:

Cash bequest – a specific dollar amount.
Bequest of property – specific assets, such as securities, real estate and/or tangible personal property.
Residuary bequest – a stated percentage of the remainder of the estate after payment of specific bequests and all estate-related expenses.
Retirement plan bequest – CASANYS can be designated as a beneficiary of any funds remaining in your IRA, 401K, tax-sheltered annuity, qualified pension or profit-sharing plan.
Contingent bequest – A bequest is directed to CASANYS in the event of the death of other beneficiaries.

Sample Bequest Language
When including a bequest provision in your will use the full legal name of the organization and provide its tax identification number. The legal name of the Association is CASA: Advocates for Children of New York State. Your legal advisor should contact us to request the tax identification number.

“I give, devise and bequeath (dollar amount, specific assets or ___percentage of the residue of my estate) to CASA: Advocates for Children of New York State for unrestricted purposes.”

Informing CASANYS of Your Bequest
Individuals who inform us of their bequests automatically qualify for membership in CASANYS’s Legacy Society. As a member, you will be kept informed of the Association’s developments. Although it is not required, if you are comfortable sharing your will or the portion of it that contains your bequest with the Association, it would be most helpful.

For more information or to inform CASANYS of your bequest, please contact Robin Robinson, Executive Director:

robinson@casanys.org
99 Pine Street, C102
Albany, New York 12207-2776
(518) 426 5354