Planned Giving

Your strength is their future

A planned gift is one of the most powerful ways you can support Piedmont CASA's work. While you are building a better tomorrow for kids, you could save on taxes, receive income for life, or enjoy other financial benefits.

Planned Gift Notification Form

Create a powerful legacy - Join the Jean P. Shepard Society.

When you join the Jean P. Shepard Society, you become one of the dedicated supporters who help sustain the work of Piedmont CASA into the future. By including us in your estate plans, you make a lasting impact on a cause that’s important to you and to our community: changing the story for kids in foster care. Your strength is their future.

If you are interested in learning more about our planned gifts, contact us at advancement@pcasa.org

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Jean P. Shepard

Get to know piedmont casa

Jean Shepard was our inspiration for founding a legacy society. A CASA Advocate for nearly eight years, she was always kind, gentle, and determined. Her advocacy was life-changing for eight children ranging in age from less than one year to sixteen. She volunteered until health needs forced her to stop in 2013. Eleven years after she retired, we found out that despite her personal struggles, Jean never forgot Piedmont CASA and the struggles of the children she served. When she passed in February 2024, she left us a generous bequest. Today, her legacy is helping children in foster care change their stories of trauma into stories of stability and hope. Jean's bequest was quiet, thoughtful, and determined, just like her. It will inspire hope for years to come by ensuring that children in foster care have the support of people like Jean, seemingly ordinary people who do extraordinary work.

Choose the planned gift that's right for you

Bequests

IRA Rollover/Qualified Charitable Distribution

Appreciated Securities

Life Insurance

Gifts of Retirement Plan Assets

Bequests

Bequests are one of the simplest, most impactful, and most popular ways to make a planned gift. It can allow you to make a larger gift to Piedmont CASA while letting you preserve assets during your lifetime. You can specify a specific amount of money be directed to Piedmont CASA, or a percentage of your estate, or the remaining value of your estate. To make a bequest, simply include Piedmont CASA in your will or trust.

Sample Bequest Language

An unrestricted gift allows Piedmont CASA to determine how to use the funds based on the most pressing needs. For this, use the following language for your will and/or trust:

“I give to Piedmont CASA Inc.., a nonprofit corporation currently located at 818 East High St., Charlottesville, VA 22902, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose.”

To designate your provision for a particular purpose:
“I give to Piedmont CASA Inc., a nonprofit corporation currently located at 1818 East High St., Charlottesville, VA 22902, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Piedmont CASA determines that the need exists. If Piedmont CASA shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Piedmont CASA may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.”

IRA Rollover/Qualified Charitable Distribution

If you are 70+ years old you can fund gifts with required minimum distributions, or with a qualified charitable distribution (QCD). Each eligible IRA owner can exclude up to $105,000 in QCDs from taxable income. Talk to your IRA custodian today about making a direct payment to Piedmont CASA through a QCD. Piedmont CASA is a 501c3 nonprofit organization and our EIN is 54-1704064.

Appreciated Securities

Have a lasting impact on children’s lives for years to come by donating appreciated stocks, mutual funds, or bonds. It's an efficient way to contribute to Piedmont CASA that can also provide you with significant tax benefits. If you would like to make a gift of stock to Piedmont CASA, please contact our account representative:

James B. Neligan
Branch Manager, Senior Vice President
Wells Fargo Advisors, Wells Fargo Clearing Services, LLC
(434) 296-7185

Life Insurance

You can make a gift of an existing life insurance policy by naming Piedmont CASA as the beneficiary. Gifting a life insurance policy can greatly reduce your taxable estate. Because Piedmont CASA is a nonprofit, we do not pay income tax - so the full amount of your life insurance will directly benefit the life-changing work of CASA Advocates and Bridges Coaches.

Gifts of Retirement Plan Assets

As part of an estate planning strategy, a direct contribution of retirement assets to Piedmont CASA can be very tax efficient. Unlike other inheritances that can be passed to heirs free of income tax, distributions from inherited retirement plans are taxable as ordinary income. As much as 75% of the value can be lost. When you name Piedmont CASA as the beneficiary, you ensure that your gift goes tax-free to support the work you believe in - and you can leave your heirs other assets that are not as highly taxed — like stocks, bonds, and real estate.