Skip to Main Content Back to Main Website
Our Mission Contact Us Educational Videos

Create a Lasting Legacy

•Support your Cassia community with a charitable gift
•Put your assets to work with tax-efficient charitable strategies
•Take advantage of the many tax benefits of making a gift
Learn How to Give

Giving Home > Gifts in a Will or Trust

Gifts in a Will or Trust

Gifts in a will or trust allow you to continue to use the property you will leave to us during your life and make a lasting impact on our work after you are gone.

Benefits of gifts in a will or trust

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to our organization

Charitable gifts in a will or trust video

How gifts in a will or trust works

Gifts in a will or trust is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or your Cassia community as part of your estate plan, or you can make gifts in a will or trust using a beneficiary designation form.

Here are some of the ways to leave gifts in a will or trust to your Cassia community

  • Include gifts in a will or trust to your Cassia community in your will or revocable trust
  • Designate your Cassia community as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name your Cassia community as a beneficiary of your life insurance policy

Gifts in a will or trust may be made in several ways

  • Specific Gifts in a Will or Trust - Specific gifts in a will or trust involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to your Cassia community.
  • Percentage Gifts in a Will or Trust - Another kind of gifts in a will or trust involves leaving a specific percentage of your overall estate to our organization. For example, you may wish to leave 10% of your estate to your Cassia community.
  • Residual Gifts in a Will or Trust - Residual gifts in a will or trust is made from the balance of an estate after the will or trust has given away each of the specific gifts in a will or trust. Common residual gifts in a will or trust involves leaving a percentage of the residue of the estate to our organization. For example, you may wish to leave 30% of the residue of your estate to your Cassia community.

Review sample gifts in a will or trust language

Contact Us

If you have any questions about leaving gifts in a will or trust to us, please contact us. We would be happy to assist you. If you have been so generous as to include gifts in a will or trust to your Cassia community as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.