With a planned gift to CASA, you can combine your desire to help animals in need with your overall financial, tax, and estate planning goals. Whether you want to put your donation to work today or after your lifetime, you can find a plan that fits your needs. Life Insurance You can name CASA as the primary life insurance beneficiary or as a contingent beneficiary should other beneficiaries not survive you. To make this gift, contact your insurance carrier and request a beneficiary form. Will or Trust Making a gift through your will or revocable living trust is a simple and flexible way to save the lives of pets for years to come. Specific Gifts: You describe exactly what kind of gift you want to leave and designate the source. You can leave a specific dollar amount or a specific piece of property. Residuary Gifts: This type of bequest is honored after all other bequests have been made, and all debts, expenses, and taxes have been paid. Contingent Gifts: This type of bequest is fulfilled if certain conditions are met. For instance, if your primary beneficiary does not survive you, you can indicate your next choice through a contingent bequest. Bequest language: When naming CASA in your Will, you may leave a specific dollar amount, a set percentage of your estate, or a particular property. To include CASA in your Will, you must specify the proper name and street address. “I give to the Camano Animal Shelter Association, 198 Can Ku Road, Camano Island, WA 98282, federal tax ID 91-1913293 (the sum of $____ or ___% of the rest, residue and remainder of me estate) for its general purposes.” Retirement Assets A gift of your retirement assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a planned gift to CASA. You can name CASA as the primary life insurance beneficiary or as a contingent beneficiary.