What if creating a meaningful legacy didn’t require a lawyer, a new will, or a big financial decision?

What if it only took about five minutes?

Many people are surprised to learn that one of the easiest and most powerful ways to support the causes they care about is also one of the simplest. It’s called a beneficiary gift, and for many donors, it’s a beautifully practical way to turn their values into lasting impact.

A Gift That Fits Into Real Life

A beneficiary gift happens when you name a charity, like your local Cassia community, as a beneficiary on a retirement account, life insurance policy, or bank or brokerage account.

That’s it.

No writing a check today. No changing your budget. No complicated legal documents. Just a quick update to something you already have in place.

For people who want to make a difference but still need to care for their own families and financial needs, it can feel like the perfect balance.

Why So Many People Choose This Approach

Over the years, we’ve heard from supporters who appreciate beneficiary gifts for several important reasons:

It’s cost-free.
Nothing comes out of your pocket today. You keep full control of your assets during your lifetime.

It’s flexible.
You can choose any percentage you wish and even include multiple beneficiaries.

It’s tax-wise.
Retirement accounts are often heavily taxed when passed on to heirs. But when they’re used for charitable gifts, they pass on tax-free, making them an especially thoughtful and efficient way to give.

It’s direct and efficient.
No changes to a will are required, and these gifts bypass probate. That means your generosity can go to work quickly and without added costs.

In short, it’s a simple step that can create extraordinary good.

Here’s How:

People often imagine that giving in these creative ways must be complicated. In reality, it’s usually as simple as this:

• Edit your beneficiaries online: Access your retirement, life insurance, bank or investment account online and update your beneficiary designation to include your Cassia community.

• Or make a quick call: Give your financial institution or financial advisor a call and ask them to update your beneficiaries. They can guide you through the process.

That’s all it takes. A few minutes for a simple change can ensure that the compassion and values you’ve lived by continue to bless others long into the future.

A Legacy of Care

At Cassia, we see every day how acts of kindness ripple outward, helping residents feel at home, supporting families in difficult moments, and strengthening communities for generations to come.

When someone chooses to include their Cassia community in their future plans, they are saying something beautiful: This mission matters. These people matter.

And even the simplest gift can help make sure that care, dignity, and fullness of life remain available to those who need it most.

We’re Here to Help

If you have questions about how to make a beneficiary gift, your financial institution can usually walk you through the steps. And of course, we’re always happy to help as well.

Already taken this step? Thinking about it? We’d love to hear from you so we can thank you and plan well for the future.

You can reach out anytime:

Matt Crawford
Vice President of Philanthropy
Cassia Foundation
Matthew.Crawford@cassialife.org
952-855-5181

A small action today can create care and compassion for years to come. Thank you for all the ways you support the mission we share.

This information is not intended as tax, legal or financial advice.
Consult a financial advisor or attorney for information specific to your situation.