Bequest a Legacy Gift | CASA

Bequest a Legacy Gift

Gifts by will are one of the best ways of ensuring that Court Appointed Special Advocates of Sonoma County Inc., volunteers will continue to represent abused and neglected children. A bequest can be for a specific purpose or unrestricted. Unrestricted bequests are especially welcome, as the needs of the organization and the children can change over time. If a specific purpose is stated, we suggest you allow alternative uses as in the example below:

Information about the Court Appointed Special Advocates of Sonoma County Inc.

Mission
To enhance and strengthen Court Appointed Special Advocates of Sonoma County Inc., and support individual programs in their efforts to provide quality advocacy services to all abused and neglected children in the juvenile courts through the use of trained volunteers.

 

Official Name
The official name of the organization is “Court Appointed Special Advocates of Sonoma County Inc.”

 

Tax Exempt Status
The Internal Revenue Service has recognized the tax exempt status of the Association under Section 501(c)(3) of the Internal Revenue Code. The Internal Revenue Service has also determined that the Association is not a private foundation as defined in Section 509(a) of the Code.Copies of the determination letters relating to the above can be provided upon request.

 

Gifts to Sonoma CASA

May be made to Court Appointed Special Advocates of Sonoma County Inc., during the donor’s lifetime or at death.Lifetime gifts are charitable contributions eligible for a deduction under Section 170(b)(1)(a) of the Code. Bequests, legacies, or other transfers at death to or for the use of Court Appointed Special Advocates of Sonoma County Inc., are deductible from the gross estate of the decedent for estate tax purposes under Sections 1055(a) and 210(a)(2).

 

Gifts may include:

gifts by will
gifts of cash
securities
personal property
real estate
charitable trusts
 

How to proceed?

Please address all gifts & inquires to:
Millie Gilson
Executive Director
CASA of Sonoma County
P.O. Box 1418
Kenwood, CA 95452
Email:info@sonomacasa.org

 
Additional Information

Court Appointed Special Advocates of Sonoma County Inc. Tax Identification Number
Our Tax Identification Number is:68-0404770
 
Sample Bequest Clauses
If you are considering a bequest to Sonoma CASA, your attorney may find the following information and sample bequest clauses helpful:
 

Unrestricted Bequest
I give and bequeath to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, the sum of $___ for its general purposes.

 

Gift for Restricted Purpose
I give and bequeath to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, the sum of $___, the net income from which sum shall be used for ______________. If at any time, in the opinion of the Association’s Board of Directors, it becomes impossible or impractical to use this bequest for such purposes, then the income or principal, or both, may be used for such other purposes as shall most nearly accomplish my wishes.

 

Specific Bequest
I bequeath my collection of artwork consisting of ____ to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, for its general purposes.

 

Gift of Residue of Estate
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, for its general purposes.

 

Contingent Bequest
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, to my wife ____, if she survives me. If my wife does not survive me, I give and bequeath my residuary estate to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, for its general purposes.

 

Gift Limited by Size of Estate
I give and bequeath the sum of $_____ or ___% of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is less, to the Court Appointed Special Advocates of Sonoma County Inc., located in Santa Rosa, California, for its general purposes.

You should consult your attorney concerning the best way to make a charitable bequest in your will.

The Sonoma CASA staff will be happy to work with you and your attorney in planning your bequest. Please call 707-565-6375 for more information.