Planned Giving

Please discuss your goals with your financial or estate planning professional. 

Bequests through Will or Trust

A bequest to CASA of Monterey County is one of the most effective and simplest ways to ensure that your commitment to provide trained, trusting CASA volunteers to foster children will continue beyond your lifetime. Have a lasting impact by including CASA of Monterey County in your will or trust. You may specify a specific amount or a percentage.

CASA of Monterey County prefers that bequests be made for its unrestricted general purposes in its work to train and support CASA volunteers to serve foster youth. If you are considering a bequest, please call Teressa, Director of Philanthropy, at (831) 455-6800 x22 or email [email protected]. We can also provide you a sample of bequest language to provide to your legal counsel for preparation of your will or trust!

Charitable Gift Annuities

A Charitable Gift Annuity (CGA) is a win-win, offering lifetime of income for you and a generous future gift for CASA of Monterey County! You receive an immediate initial tax deduction plus a guaranteed fixed income for life. Your age determines the rate you receive. At the end of your lifetime, your legacy continues and CASA of Monterey County receives funds.