Planned Giving Programs

Gift Planning/Wills
Casa de la Luz Foundation can be included in your will with a specific bequest, a percentage of your estate or as the remainder beneficiary.

Charitable Gift Annuities
Assets are transferred to the Foundation with an agreement that a fixed rate of return will be paid to the named beneficiaries for life or a specified term. The remaining principal becomes the property of the Foundation upon the donor's death or expiration of annuity.

Charitable Remainder Trusts
Assets are placed in a trust that provides for payments of a specified amount to you for life, or a term of years. Upon expiration of the trust, the remaining trust assets are distributed to the Foundation.

Life Insurance & Retirement Plans
You may donate a paid up life insurance policy or name the Foundation as beneficiary of an IRA and/or retirement plan can result in tax advantages.

Consult your tax advisor to learn about tax savings.