How To Help

Leave a legacy.

You don’t have to make a large gift during your lifetime to leave a lasting legacy.

You can ensure a stable future for Cass Community Health Foundation and help others for generations to come by including us in your estate plans.

Planned gifts can offer many immediate and long-term benefits, like current income tax deductions, reduced estate taxes and the satisfaction of making a significant and enduring contribution. A named gift can even serve as a permanent memorial to a loved one. Planned gifts can be made in any of the following ways.

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*BEQUESTS

A will-based gift enables you to give more than you could afford in your lifetime. Bequests specify an amount or percentage to charity without spending restrictions. Bequests are fully deductible, often sparing heirs from gift and estate taxes.

  • View Sample Bequests

    If you would like to include Cass Community Health Foundation in your will, it is not necessary to completely revise your will. Simply ask your attorney to add a provision to your will with one of the following:

    Bequest Designated for Where There is the Greatest Need
    I give, devise and bequeath to Cass Community Health Foundation of Kansas City, Missouri, a Missouri not-for-profit corporation, ___________. (State “the sum of ________” or “the residue of my estate,” or all of my interest in the following described property______________”) to be used in such a manner as the Board of Directors of Cass Community Health Foundation shall determine in its sole discretion.

    Designated Bequest
    I give, devise and bequeath to Cass Community Health Foundation of Kansas City, Missouri, a Missouri not-for-profit corporation, ______. (State “the sum of _______” or “the residue of my estate,” with the instruction that this contribution be used to support _______, provided however, that should changing circumstances render this use of funds no longer practical, the Board of Directors of Cass Community Health Foundation may make such changes in the use as it deems advisable.

    Percentage Bequest
    I give, devise and bequeath to Cass Community Health Foundation of Kansas City, Missouri, a Missouri nor-for-profit corporation, _____% of my estate under this will after the deduction of all debts, funeral expenses and administration expenses, but before the deduction of any death inheritance or estate taxes, it being my intention to exonerate this bequest from contributing to the payment of such taxes. Such bequest shall be used as determined by the Board of Directors of Cass Community Health Foundation in its sole discretion.

    Legal documents must state the beneficiary as Cass Community Health Foundation, 2316 E. Meyer Blvd., Kansas City, MO 64132. Tax ID# 43-1349495.

    If you would like to know more about making a planned gift to Cass Community Health Foundation, please contact Cynthia Randazzo at 816-276-4218.


*OTHER GIFTS

  • Stock: By making a gift of appreciated stock (held more than one year), you can avoid or delay the capital gains tax. You may deduct the current fair market value of the stock on your tax return no matter what was originally paid for the stock.
  • Life Insurance: A new or existing life insurance policy can be assigned to Cass Community Health Foundation with premium payments made as annual gifts. The result is a major gift at an affordable cost.
  • Real Estate and Personal Property: Property may be used to fund a planned giving vehicle, or may be given outright to Cass Community Health Foundation.
  • Trusts: A Charitable Remainder Trust can provide lifetime income to you.
  • Gift Annuities: By making an annuity gift now, you can receive a lifetime income for yourself, a spouse, or anyone else you designate in exchange for a gift of cash, stock, or securities to Cass Community Health Foundation. At the time of your death, the gift remainder will support us.
  • IRA Charitable Rollover: The IRA Charitable Rollover is a unique giving strategy that allows donors aged 73 or older to make tax-free charitable contributions directly from their Individual Retirement Accounts (IRAs) to qualified nonprofit organizations, like Cass Community Health Foundation.

Interested in setting up a planned gift? Fill out the form below.

First Name *
Last Name *
What type of planned gift are you interested in?
Check all that apply.

Legal documents must state the beneficiary as Cass Community Health Foundation, 2316 E. Meyer Blvd., Kansas City, MO 64132. Tax ID# 43-1349495