Planned Giving

In today’s complex economy and tax structure, it is more important than ever to plan your charitable giving with great care. You want to ensure that your gift will be put to the best possible use for the benefit of the Case School of Engineering, but you also want to be sure your gift matches your financial needs and objectives.

Ask yourself:
• What are my financial needs for the future?
• What assets do I have that might be available to fund a gift?
• What is the best way to make a gift and make sure my family is secure?

The Case Alumni Association, through its Case Alumni Foundation, provides a vast array of planned giving options and opportunities to accomplish your philanthropic objectives. A few examples of the giving opportunies include bequests,charitable gift annuities, charitiable remainder trusts or charitable lead trusts. Giving opportunities can be as diverse as the people making donations. Let us work with you and your professional advisors to choose the right option to give you the greatest satisfaction and benefit the Case School of Engineering.