Planned Giving (Asset, Trust, and Estate)
A gift of an appreciated asset or a gift in your will or trust are easy and impactful ways to support what matters to you most. When you make a gift through a bequest or trust (planned gift), you make a difference in the lives of CCA students—now and in the future.
Below are a few examples of ways to make such a gift:
- Estate gifts such as insurance beneficiary designations or estate (will) designations*
- Income gifts such as charitable gift annuities and charitable remainder trusts
- Gifts with potential tax advantages such as IRA charitable rollovers , charitable lead trusts, appreciated real estate, and gifts of closely-held stock or equities.
Gifts of assets, and trust or estate gifts, also are used to build CCA’s Charis Endowment, ensuring that the resources needed to educate students in the future will always be available.
If you are considering making or updating an estate plan and may name CCA as a beneficiary, you might have questions! Estate planning almost always requires the services of an attorney or estate planning professional. The first step is to work with your attorney or estate planner to structure your estate and write your will to fulfill your wishes best. CCA cannot act as executor of a donor’s estate. If you’d like to discuss your ideas or intentions for benefiting CCA through an estate gift, please contact Nicole Wise Williams, Chief Advancement Officer, at firstname.lastname@example.org or 978.535.7100 x515.
* If you do not have a will, attorney, or estate planner but would like a referral for a consultation with FreeWill, a no-cost online estate planning tool that works with schools, churches, and other entities, please contact Nicole Wise Williams, Chief Advancement Officer, at email@example.com or 978.535.7100 x515.