Your Legacy. Their Future.
Your legacy can change a child’s life. By including California CASA in your estate plans, you create an enduring impact that ensures every child in the foster care and juvenile justice systems has a consistent, caring adult in their corner.
“As part of their legacy, they always wanted to financially support the organizations they felt passionate about. Your organization, California CASA Association, is one of those beneficiaries. My parents understood your mission and wanted to support the incredible work that you do. My family is assured that this money will help you to continue to make this world a better, healthier place for all.”
What is Legacy Giving?
Planned giving, also known as legacy giving, is a way for individuals to make a lasting impact through future-focused contributions that support the causes they care about most.
At its core, planned giving means committing today to support California CASA tomorrow through your will, trust, retirement account, life insurance policy, or other long-term financial plans. These gifts cost nothing during your lifetime, yet they can ensure that your values and generosity endure for generations to come.
Here’s What Makes Planned Giving Powerful:
It reflects your values and tells your story in a way that lasts beyond your lifetime.
It can reduce taxes for your heirs and simplify estate planning.
It costs nothing now, allowing you to make a larger impact than might be possible through annual gifts alone.
It’s easy to set up—in most cases, all it takes is filling out a beneficiary form or adding a short paragraph to your will.
Ways to Make a Legacy Gift
Bequests in a Will or Trust
Designate a specific amount, percentage, or remainder of your estate to California CASA in your will or trust.
Beneficiary Designations
Name California CASA as a beneficiary of your retirement accounts (IRA, 401K), life insurance policy, bank, or donor-advised fund.
Qualified Charitable Distributions
If you’re 70.5 or older, you can make a tax-free distribution from your IRA directly to California CASA.
Charitable Gift Annuities & Trusts
For those seeking to support a cause while generating income during their lifetime, these vehicles offer a solution.
Gifts of Real Estate or Securities
Transfer appreciated assets or property to support CASA’s mission in a tax-efficient way.
Why Your Legacy Matters
Why consider a planned gift? Because it creates a lasting impact. Your support ensures that children in foster care across California have access to a trained, consistent Court Appointed Special Advocate (CASA)—someone who listens, shows up, and helps guide them through complex systems and uncertain times.
Legacy gifts strengthen the foundation of our work and expand our capacity to:
Recruit, train, and support CASA volunteers
Advocate for equitable outcomes for vulnerable youth
Invest in statewide CASA infrastructure and innovation
Respond to urgent and long-term needs across California
Start Your Legacy Today
Step 1: Talk to your financial advisor
Discuss the best giving strategy for your goals and situation
Step 2: Use our legal information
Name California CASA Association in your will or as a beneficiary
Name: California Court Appointed Special Advocate Association
EIN: 68-0163010
Mailing Address: 3525 Del Mar Heights Rd. #243
San Diego, CA 92130-2122
Step 3: Let us know your plans
We would love to acknowledge you and ensure your legacy is honored as you intend.
Contact Jenna Snyder, Manager of Annual Giving at:
Email: jsnyder@californiacasa.org
Phone: (619) 210-2347
Legacy Giving FAQ
Do I have to be wealthy to leave a legacy gift?
Not at all. Legacy giving is about intention, not wealth. Gifts of all sizes create meaningful impact.
Can I choose how my gift is used?
Yes. While unrestricted gifts allow us to address urgent needs, we are happy to honor your preferences.
Is my gift tax-deductible?
Most legacy gifts qualify for estate tax charitable deductions. Please consult your financial advisor for details.
Will my information be kept confidential?
Absolutely. We respect your privacy and will never share your information without your consent.
Questions? We’re Here to Help
Contact Jenna Snyder, Manager of Annual Giving, at:
Email: jsnyder@californiacasa.org
Phone: (619) 210-2347