Donor Giving Options

As a community trusted philanthropic advisor, CASI Foundation can provide you custom solutions to help you meet your philanthropic goals. We can relieve you of the burden of tax reporting and regulation while providing you access to programs and services that fulfill your donor wishes. Also, by associating your philanthropy with the CASI Foundation, you can leverage our grant making expertise, back-office administration, investment counsel and much more.

CASI Foundation donor-directed funds allow you to take an active role in how your charitable gifts are invested in the community.

You Have Options

Donor-Advised Funds consolidate your giving into a single charitable fund. You, or others that you name, can advise grants from the fund with no administrative burden. You can use as much of the balance as you wish for grants over time, or endow the fund to leave a permanent legacy.

Memorial Funds
create a permanent revenue stream for an area of interest or for one or more charitable organizations of your choosing in memory of a loved one. They help your loved one’s charitable support continue after their lifetime.

Life Insurance
like most charitable gifts, qualify for income tax benefits. The donor can choose either to enjoy the benefits during their lifetime or defer them to the estate. A life insurance policy can be used as a charitable gift to fund a named fund at the CASI Foundation or contribute to an existing fund.

Bequests
enable donors to make a significant charitable contribution that may not have been possible during their lifetime. A bequest can be a percentage of your estate or a specific amount willed to the CASI Foundation, one of our endowment funds, or your own named endowment fund. CASI Foundation can also be named as the residual or contingent beneficiary of your estate.