List of 5 items.

• Charitable bequests

  This is the most common vehicle used in planned giving. In as little as one sentence, you can complete your gift. For a sample of bequest language please contact the Development Office: we’re happy to help.

• Charitable gift annuity

  A charitable gift annuity is a simple agreement where a donor makes an irrevocable gift to Casady School and in return receives a regular flow of income for as long as he/she lives. Casady will pay a fixed income on a regular basis (monthly, quarterly, semi-annually, or annually) for the donor’s lifetime (and a survivor’s if desired), based on the amount of the gift, the donor’s age (and, if applicable, the age of the survivor beneficiary) and according to the rate offered at the time the annuity begins. Casady, like many other institutions, uses the rates suggested by the American Council on Gift Annuities.

• Charitable remainder trusts

  A charitable remainder trust provides you an opportunity to make a significant gift to Casady School and receive an immediate charitable income tax deduction while providing you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

• Gifts of real estate or appreciated assets

  Want to make a big gift to Casady School without touching your bank account? Consider giving us real estate. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give us appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. This eliminates capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.

• IRA rollover distributions

  If you are 70½ years old or older, you can take advantage of a simple way to benefit Casady School and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as Casady School without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.