Please make all checks payable to the Case Alumni Foundation and send to:
Case Alumni Foundation
Tomlinson Hall 109
10900 Euclid Avenue
Cleveland, OH 44106
STOCKS, BONDS, AND MUTUAL FUNDS
Contact the Case Alumni Foundation office at 216-368-2475 or email@example.com to notify us of your intent.
Many organizations will match employee and/or retiree giving to the Case Alumni Foundation. Please check with your employer for individual requirements.
IRA CHARITABLE ROLLOVER
If you are 70½ years old or older, you can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as the Case Alumni Foundation without having to pay income taxes on the money.
A donor advised fund gives you the flexibility to recommend how much and how often money is granted to Case Alumni Foundation. You can recommend a grant or recurring grants to make an immediate impact or use your fund as a tool for future charitable gifts.
A life income gift, such as a charitable gift annuity or a charitable remainder unitrust, can provide you and/or your loved ones with an income for the duration of your lives or for a specific number of years. You receive a current income tax deduction as well.
Naming the Case Alumni Foundation as a primary or contingent beneficiary of a retirement plan (e.g. IRA, SEP, 401(k), 403(b), ESOP, etc.) may enable you to make a larger gift than you anticipated because income and estate taxes are not imposed when plan assets are distributed. Your retirement account's plan administrator (the company that manages the account) can help you designate the Case Alumni Foundation as a primary or contingent beneficiary on the plan's beneficiary form.
If you would like to donate personal property or real estate to the Case Alumni Foundation, please contact the office at 216-368-2175 or firstname.lastname@example.org. Some gifts require appraisal or advance approval by the Case Alumni Foundation Board of Directors in order to be accepted. Examples of gifts of property include rare books, art work, computer hardware and software, and laboratory equipment.