Ways to Give

Casa Werma is a Colorado 501 (c) 3 nonprofit corporation. Our Tax ID Number (FEIN): 26-4115469

Credit Card

Donate online here: www.casawerma.org and click Donate at top right of webpage.

Check

To donate via check, please make it out to Casa Werma. Checks can be mailed to us at:

SHAMBHALA INTERNATIONAL -CASA WERMA
1345 Spruce Street, 2nd Floor
Boulder, CO 80302

Bank Account

One-time or recurring donations (monthly, annually, etc.) can be made through your bank account. Simply donate online here: www.casawerma.org and click Donate at top right of webpage.

Donation through your IRA

After years of contributing to tax-deferred 401(k)s and IRAs, income tax is due on that money when you take withdrawals in retirement. Annual withdrawals from traditional retirement accounts are required after age 70 1/2, and the penalty for skipping a required minimum distribution is 50% of the amount that should have been withdrawn. However, if you are in the fortunate position of not needing your distribution for living expenses and are charitably inclined, you can avoid income tax on your required withdrawal by donating your money directly to our Casa Werma bank account. Please contact Paul Manasjan, Chief Financial Officer at Casa Werma for our banking information.

Securities Donations

Stocks, bonds and mutual funds can be donated to Casa Werma. The full current market value of the securities at the time of the donation can be written off as a tax deduction.

Here are some of the potential benefits:

  • Avoid paying capital gains tax
  • Receive a charitable income tax deduction
  • Enjoy possible increased income
  • Further our mission today!

Please consult your financial advisor for assistance, and to learn about any potential limitations to tax deductions.

Air Miles/Tickets

Casa Werma often pays for the travel expenses of our presenters.  By donating frequent flier miles or airline tickets, you can help us keep this cost down.

Planned Giving and Bequests

One way to make a lasting gift is to include Casa Wermain your will or trust, or to name Casa Werma as a beneficiary in your life insurance policy.

One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you can leave a lasting legacy.

Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Types of Bequests

There are several ways you can make a bequest to Casa Werma:

Specific Bequest: A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Casa Werma:

Percentage Bequest: Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Casa Werma.

Residual Bequest: A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Casa Werma.

Contingent Bequest: A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Casa Werma.


If you have questions about any of these avenues to giving, or would like further assistance, please contact our Chief Financial Officer:

Paul Manasjan

email:  [email protected]
telephone: (303) 317-3279
text: (619) 990-1767

 

Thank you for your generosity to Casa Werma. With your help we are able to maintain this irreplaceable cornerstone of our Shambhala mandala where drala and werma gather like clouds!