Child Advocates of Silicon Valley

Leave a Legacy

Young girl day-dreaming Help a Foster Child’s Dreams Come True

As a CASA supporter, you understand the importance of the work Child Advocates of Silicon Valley does in providing advocacy for foster children who have experienced abuse and neglect.  You can create a lasting legacy of hope for these children through a planned gift to Child Advocates of Silicon Valley, helping to ensure this important work continues for years to come, while also receiving significant tax and other benefits. Simply put,a planned gift is any gift, made in lifetime or at death, as part of a donor’s overall financial and/or estate planning. There are many ways to make a planned gift.  Below are some of the more common ways.

Bequests Through Your Estate Planning Documents

Including Child Advocates of Silicon Valley in your will and/or living trust can be an easy and financially responsible way to make a legacy gift.  Bequests may be in any amount and may be either designated for a specific purpose or unrestricted.  If you are considering making a gift by bequest, please discuss with your attorney first.  Then, if appropriate, update your documents.

Gifting Retirement Funds

You can have a positive impact on children’s lives far into the future by naming Child Advocates of Silicon Valley as primary or contingent beneficiary of an IRA, 401(k), 403(b), or other retirement account.  Also, since Congress passed a tax bill that permanently extends the Qualified Charitable Distribution (QCD) provision, people over age 70½ are able to transfer up to $100,000 from their IRA to charity and have it count as their required minimum distribution without increasing their adjusted gross income.  Please consult your attorney regarding considerations when making this type of gift.

Gifting Insurance Policies

Life insurance may be used to create a legacy by naming Child Advocates of Silicon Valley as beneficiary or contingent beneficiary of the policy. This requires you to complete a change of beneficiary form with your insurance company. Other options include outright gifts of appreciated property (securities or real estate), charitable lead trusts, charitable remainder trusts, or gifts of/from a pooled income fund or annuity.

For more information about planned giving opportunities, please contact Interim Director of Development, Lisa Strickland, at 408-573-5615 or email