Below is a summary of some common planned giving options. These are not offered as professional tax or legal advice and may not apply in all cases. Please consult your tax, legal and financial advisors about your specific situation.
BEQUESTS
A bequest through a Will is the most common type of planned gift and does not draw on assets during a donor’s lifetime. Bequests can be estate distributions of cash, securities, real estate, or personal property. Types of bequests include a percentage bequest, a fixed-dollar bequest, a residual bequest, and a contingent bequest. Important estate tax savings may result from a bequest. Contact us for suggested bequest language.
Retirement Plans
Donors may consider making Voices for Children a beneficiary of a percentage of their pre-tax qualified retirement plan, such as an Individual Retirement Account, 401k, 403b, or Thrift Savings Plan to name a few. This is done via a beneficiary designation form. These pre-tax assets are received by a qualified non-profit free from income tax liability, leaving other tax-friendly assets available to pass along to your family and other heirs. Contact us for the needed information to put on the beneficiary designation form.
Charitable Remainder Trusts (CRTS)
CRTs allow a donor to make a gift to Voices for Children while at the same time achieving several other financial objectives. When you create a CRT, you irrevocably transfer money, securities, real estate, or other assets to a trust that will then pay you an income for life or for a period of years. If you wish, the trust also can pay an income to another beneficiary. At the death of the surviving beneficiary, the remaining principal in the trust goes to Voices for Children. Several types of CRTs allow the donor to tailor their gifts to best serve their own needs.
Life Insurance
Many donors choose to give life insurance policies to the Foundation either as an immediate gift or as a provision upon their passing. This can be an easy way to make a gift to the Voices for Children without revising your will and may have advantageous estate tax consequences. Donors may make Voices for Children either a beneficiary or an owner and beneficiary of a life insurance policy. Donors who consider giving life insurance policies do so because they have no heirs or because they already have made provisions for beneficiaries through other financial vehicles. Contact us for the information to put on the beneficiary designation form.
CASA Investment Fund
Started in January of 2026 by the CASA in the Heart of Texas Board of Directors, the purpose of the fund is to provide a source of funding for items related to the long-term advancement or betterment of the organization and its future. A naming opportunity is available for this fund, offering a meaningful way to create a lasting legacy in support of the organization’s future.
Beneficiary information
Court Appointed Special Advocates in the Heart of Texas
P.O. Box 2326
Brownwood, Texas 76804
Tax ID# 1-75-2878711-6
Phone number (325) 643-2557