Ways to Donate
Your Support Today Will Change Her Future Forever...
Casa Serena provides many ways to donate to our cause by cash, check or electronic transfer.
Please make your check payable to Casa Serena, Inc. and send to:
1900 State Street, Santa Barbara, CA 93101
Bank ACH Transfer
Directly From Your Retirement Account
Funds sent directly from your IRA to a charity are called a Qualified Charitable Distribution or QCD. You must be 70 ½ or older to be eligible to make a QCD.
Benefit to you: A QCD can be counted toward your current year’s required minimum distribution (RMD). An RMD is the amount that must be withdrawn from an IRA (traditional, SEP, etc.) each year once you turn 72. The IRS requires a certain percentage is withdrawn and that amount is taxed as ordinary income. QCDs will reduce the taxable amount of your RMD and they are generally more tax efficient than sending a check.
To make a donation via QCD you would need to directly transfer the funds from your IRA custodian to Casa Serena.
Donor Advisor Funds
Donor Advised Funds allows you to move appreciated stock or cash into a separate account that is titled as your Charitable Fund.
The new 2018 tax bill has standard deductions going up and some charitable gifts that might have been deductible in 2017 may not be in 2018. However, in most cases, there is a way to work around this change without losing deductibility of charitable donations by using a Donor Advised Fund.
Benefit to you: The year you transfer funds in, you receive a tax deduction for that year for the full amount you transferred in, without having to pay any capital gains on the appreciated stock. You are then able to donate money to Casa Serena or any other organization from the Charitable Fund at any point. The funds that are not donated immediately can be invested for tax-free growth.
If you are interested in opening a Donor Advised Fund, or have any additional questions, please contact Lisette Fraser, our Executive Director, at 805-444-8072 or email LFraser@CasaSerena.org
Giving Through Your Estate
You can designate Casa Serena as a beneficiary in your will or a designated beneficiary of your Retirement Plan or Life Insurance Policies.
Benefit to you: Planned giving does not impact your financial resources today but allows you to have an impact in the future. Giving through your estate can generate a charitable estate tax deduction.
Talk to your Estate Planning Attorney or Financial Professional to include Casa Serena as a beneficiary.
If you have stock or mutual fund positions in your investment portfolio that have large capital gains, you can donate those directly to Casa Serena.
Benefit to you: You will not have to pay capital gains on the appreciated portion and you receive a deduction for the full gifting amount. Casa Serena does not pay taxes on appreciated stock.
If you are interested in donating appreciated securities to Casa Serena, please contact Lisette Fraser, our Executive Director, at 805-444-8072 or email LFraser@CasaSerena.org. She will send you the electronic transfer instructions that you will need to send to your broker to initiate the transfer.
Thank you for your support
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