Gifts by will are one of the best ways of ensuring that Sonoma CASA 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 Sonoma CASA Association
Mission
To enhance and strengthen CASA in Sonoma, California 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 "Sonoma Court Appointed Special Advocate Association."
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 Sonoma CASA 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 Sonoma CASA 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
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
Sonoma CASA 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 Sonoma Court Appointed Special Advocate Association, located in Santa Rosa, California, the sum of $___ for its general purposes.
Gift for Restricted Purpose
I give and bequeath to the Sonoma Court Appointed Special Advocate Association, 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 Sonoma Court Appointed Special Advocate Association, 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 Sonoma Court Appointed Special Advocate Association, 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 Sonoma Court Appointed Special Advocate Association, 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 Sonoma Court Appointed Special Advocate Association, 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.
|
