Tax-Advantaged Giving
Make a Lasting Impact Through Tax-Advantaged Giving
By choosing a tax-advantaged gift, you can make a meaningful difference in the lives of children in foster care while also meeting your financial and philanthropic goals. Your planned or legacy gift to CASA of Yellowstone County helps ensure that future generations of children continue to have a dedicated Advocate by their side—someone to speak up for their best interests and help them find safety, stability, and hope.
Make Your IRA Work for CASA and Your Taxes
If you’re age 70½ or older, you can make a Qualified Charitable Distribution (QCD) from your IRA directly to CASA of Yellowstone County.
Support CASA with a Deferred Gift Annuity
A Deferred Gift Annuity (DGA) lets you support CASA of Yellowstone County today while receiving fixed income payments in the future—often beginning at retirement.
Support CASA and Receive Income for Life
A Charitable Remainder Trust allows you to donate assets—such as cash, appreciated stock, or real estate—while receiving income for life or a set number of years.
Make Your IRA Work for You and CASA
If you’re age 70½ or older, you can make a Qualified Charitable Distribution (QCD) from your IRA directly to CASA of Yellowstone County. This gift can count toward your Required Minimum Distribution (RMD) and won’t be taxed as income—a smart way to support children in need while reducing your tax bill.
How it Works:
You must be 70½ or older at the time of the gift.
The gift must come directly from a Traditional IRA (some SEP or SIMPLE IRAs may qualify).
The distribution must go directly from your IRA custodian to CASA.
You can give up to $100,000 per year tax-free (each spouse may give up to $100,000).
How to Make a Qualified Charitable Distribution
Contact your IRA custodian or financial advisor to request a Qualified Charitable Distribution
Provide CASA’s information:
- Legal Name: Yellowstone CASA (doing business as CASA of Yellowstone County)
- EIN: 48-1301287
- Mailing Address: P.O. Box 688, Billings, MT 59103
Request that the check be made payable to CASA of Yellowstone County and sent directly to CASA
Keep your acknowledgemnt letter from CASA for your records
Why it Matters
Satisfies your RMD requirement
Reduces taxable income
Directly supports children in Yellowstone County
Before proceeding, consult your financial advisor or tax preparer to ensure this option aligns with your financial goals.
Give Later, Save Now
Support CASA with a Deferred Gift Annuity
How it Works:
Make a gift of $5,000 or more to CASA’s endowment through the Billings Community Foundation.
Receive a state tax credit (up to $15,000 per individual or $30,000 per couple).
Receive federal tax benefits and fixed income payments starting at a date you choose.
After your lifetime, the remaining funds continue to support CASA’s mission.
How to Get Started
Speak with your financial advisor or tax preparer.
Contact the Billings Community Foundation to set up your annuity.
Provide the following information:
- Beneficiary Organization: Yellowstone CASA (doing business as CASA of Yellowstone County)
- Endowment Holder: Billings Community Foundation
- EIN: 48-1301287
- Mailing Address: P.O. Box 688, Billings, MT 59103
Why it Matters
Receive income for life and substantial tax savings
Ensure long-term support for CASA’s mission
Take advantage of the Montana Endowment Tax Credit
Support CASA and Receive Income for Life
Consider a Charitable Remainder Trust (CRT)
A Charitable Remainder Trust allows you to donate assets—such as cash, appreciated stock, or real estate—while receiving income for life or a set number of years. When the trust term ends, the remaining assets go to CASA of Yellowstone County, helping sustain our mission for years to come.
This giving option is ideal for those with complex assets who want to balance philanthropy with financial planning.
How it Works:
You transfer assets into a trust.
The trust pays you (or another beneficiary) income for life or for a set period.
You receive a partial charitable deduction and may avoid capital gains tax on appreciated assets.
After the trust ends, the remaining funds go to CASA of Yellowstone County.
Benefits:
Lifetime income for you or a loved one
Federal tax deduction based on the remainder value of your gift
Capital gains tax savings on appreciated assets
Long-term support for CASA’s advocacy work with children in Yellowstone County
How to Set Up a CRT for CASA
Work with your estate planner or financial advisor to establish the trust.
Provide the following beneficiary information:
- Beneficiary Organization: Yellowstone CASA (doing business as CASA of Yellowstone County)
- EIN: 48-1301287
- Mailing Address: P.O. Box 688, Billings, MT 59103
Be sure to consult your advisor to determine if a CRT fits your financial and charitable goals.
Why it Matters
Creates Lasting Impact: Ensures that children in foster care continue receiving consistent advocacy and support for years to come.
Strengthens Our Community: Helps CASA train and equip volunteer Advocates who stand beside local children navigating the foster care system.
Builds a Legacy of Hope: Your planned gift today creates a future where more children find healing, stability, and the opportunity to thrive.
Get Started
Make a Lasting Impact
Use the form below to talk to CASA staff member about Tax-Advantaged Giving.
