Retirement Plans
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
You can support our mission without reducing your income or diminishing your savings.
Think about using assets that can be transferred to the Center for Adoption Support and Education without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name C.A.S.E. in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Ask for a P.O.D. form, and have what's left in your checking or savings transferred to charity.
You may have a loved one as a joint account owner. You can still designate and donate.
Easy assets you can donate that will not affect cash flow, with little or no legal expense.
Set up an appointment today
Due to traumatic life experiences and compromised beginnings, many children who are adopted, who are being raised by relatives (kinship care), or have experienced foster care have higher risks for developmental, health, emotional, behavioral, and academic challenges.
Of therapy clients were children under the age of 18 in 2021.
Served in 2021 through therapy, case management, post-adoption services and Wendy's Wonderful Kids recruitment program.
Registrants for our monthly Strengthening Your Family webinars and parent support groups featuring a wide array of topics for the adoptive, foster and kinship community.