Planned Giving

Bequests and Other Planned Gifts

You can create a lasting legacy of hope for at-risk foster children through a planned gift to Coastal Bend CASA. Friends and supporters who express their intention to include CASA through a planned gift in their estate plan may be recognized as a member of our Legacy Society by providing us a copy of the page in the will or trust in which a planned gift to Coastal Bend CASA is mentioned. Simply mail it to:

Coastal Bend CASA
2602 Prescott
Corpus Christi, TX 78403
attn: Bert Quintanilla –  Development Director
email:  donatetocasa@interconnect.net

Bequests Through Your Will

A bequest to Coastal Bend CASA is one of the most effective and simplest ways to make a lasting impact on the lives of at-risk foster children in Nueces, San Patricio and Aransas  Counties. You may specify a specific amount or a percentage you wish to give to Coastal Bend CASA. If you would like to make such a gift to Coastal Bend CASA, you may include language similar to the following:

“I, [name], of [city, state, zip code], give, devise and bequeath to Coastal Bend CASA, a nonprofit public benefit corporation having its principal office at 2602 Prescott, Room 1100, Corpus Christi, TX 78403 [written amount or percentage of the estate or description of property] to be used for the furtherance of its charitable purposes in the discretion and at the direction of its board of trustees for its unrestricted use and purpose.”

If you are considering making such a gift by bequest, please meet with your attorney first. Discuss the ramifications of your gift and, if appropriate, update your will.

Giving Retirement Funds and Insurance Policies

If you would like to create a lasting legacy for at-risk foster children but do not wish to write a will, you can name Coastal Bend CASA as beneficiary of your retirement account or life insurance policy.

Retirement account: You can have a positive impact on children far into the future by naming Coastal Bend CASA as beneficiary or contingent beneficiary of an IRA, 401(k), 403(b) or other retirement account. Please consult with your financial planner or attorney regarding considerations when making this type of gift.

Insurance policies: Life insurance may be used to create a legacy by naming Coastal Bend CASA as beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with your insurance company. You do not have to work with an attorney or an accountant to make this type of gift.

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