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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 > All Tax-Smart Gifts

All Tax-Smart Gifts

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Stocks, Securities, and Mutual Funds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.