Planned Giving to CAC

Leave a lasting legacy by letting your generosity live on for generations.

What is Planned Giving?

Planned giving (also called legacy giving) refers to charitable contributions made through your estate plans or financial arrangements. These gifts often represent some of the most meaningful and impactful donations a supporter can make. By including CAC in your planned giving and estate plans, you help ensure we can continue to serve child abuse victims in Bastrop, Lee & Fayette Counties. With planned giving, you make a significant impact for the future without affecting your financial security today.

Benefits of Planned Giving:

  • May make a larger gift than what you do during your lifetime

  • Reduce or eliminate estate taxes

  • Receive lifetime income streams from certain gift vehicles

  • Gain immediate tax deductions (for some gift types)

  • Retain control and flexibility — you can modify or revoke arrangements at any time

  • Leave a personal legacy that reflects your values and passions

Ways to Give Through Your Estate:

❋ Bequest in Your Will or Living Trust

You can designate:

  • A specific dollar amount

  • A percentage of your estate

  • Specific or Particular assets (property, securities, real estate, retirement accounts, etc.)

  • The remainder of your estate after other gifts

❋  Beneficiary Designations

  • Easy to update and often bypasses probate:

  • Retirement accounts (IRA, 401(k), 403(b))

  • Life insurance policies

  • Payable-on-death bank or brokerage accounts

❋ Charitable Remainder Trusts

Receive income for life (or a term of years), then the remainder passes to CAC. Great for appreciated assets.

❋ Charitable Gift Annuities

Provide fixed payments for life in exchange for your gift, with immediate tax benefits.

Other Planned Gift Vehicles

  • Donor-Advised Funds

  • Gifts of real estate or personal property

  • Life estate gifts (donate your home while retaining the right to live in it)

  • Qualified Charitable Distributions (QCDs) from IRAs (for those 70½+)

Frequently Asked Questions

Is there a minimum gift amount?  

No. Every gift, regardless of size, makes a difference. To receive a discount using our CAC Estate Planning attorney, a minimum gift amount to CAC will be required.

Can I change my plans later?  

Yes. Most planned gifts and estate plans are fully revocable during your lifetime.

Will my gift be used as I intend?

We will honor any restrictions you place on your gift. Please discuss your wishes with the CAC Development team.

Do I need to tell you about my gift?

No, but letting us know helps us plan and allows you to join the CAC Legacy Circle. By connecting with us about your planned giving, you can receive a discount with our CAC Estate Planning attorney.

*This information is provided for educational purposes only and does not constitute legal or tax advice. Please consult qualified professional advisors regarding your specific situation.

Getting Started is Easy

1. Consult your financial advisor, attorney, or tax professional.

2. Contact us at development@cacbastrop.org — we’re here to help with no obligation and in complete confidence.

3. Make it official — Update your will, trust, or beneficiary forms.

4. Notify us of your gift so we can welcome you into the CAC Legacy Circle and steward your intentions.

Join Our CAC Legacy Circle

All donors who notify us of a planned or estate planning gift are warmly welcomed into our CAC Legacy Circle.

Benefits include:

  • Recognition in our CAC Annual Impact Report (with your permission)

  • Invitations to exclusive events and updates

  • The satisfaction of knowing you’re helping build a sustainable future

Download our CAC

Planned Giving Brochure

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