ways to give

CREDIT CARD

Make a gift on our secure giving site.

CHECK

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 thomas.conlon@casealum.org to notify us of your intent.

MATCHING GIFTS

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.

DONOR ADVISED FUNDS

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.

LIFE INCOME GIFT

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.

BEQUEST

The most common form of a deferred gift to the Case Alumni Foundation is a bequest contained in a person's will or revocable (living) trust.

GIFTS OF RETIREMENT PLANS

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.

PERSONAL PROPERTY/
REAL ESTATE

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 thomas.conlon@casealum.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.

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