Legacy Gifts

If you are considering a bequest to the Roanoke Valley CASA Foundation, your attorney may find the following information and sample bequest clauses helpful:

Unrestricted Bequest
I give and bequeath to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, the sum of $___, for its general purposes.

Gift for Restricted Purpose
I give and bequeath to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, the sum of $___, the net income from which sum shall be used for ______________. If at any time, in the opinion of the organization’s Board of Directors, it becomes impossible or impractical to use this bequest for such purposes, then the income or principal, or both, may be used for such other purposes as shall most nearly accomplish my wishes.

Specific Bequest
I bequeath my collection of artwork consisting of ____ to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, for its general purposes.

Gift of Residue of Estate
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, for its general purposes.

Contingent Bequest
I give and bequeath the residue of the property owned by me at my death, real and personal and wherever situate, to my wife ____, if she survives me. If my wife does not survive me, I give and bequeath my residuary estate to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, for its general purposes.

Gift Limited by Size of Estate
I give and bequeath the sum of $_____ or ___% of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is less, to the Roanoke Valley CASA Foundation, located in Roanoke, Virginia, for its general purposes.

You should consult your attorney concerning the best way to make a charitable bequest in your will.
The Roanoke Valley CASA Foundation staff will be happy to work with you and your attorney in planning your bequest. Please call 540-853-2407 for more information.