Planned Giving Legacy Society
Create Your Legacy While Preserving Bill & Lois Wilson’s for the Future
Pledge a Gift in a Will, IRA, Insurance Policy, Etc. & Join the Legacy Society
A planned gift can be of any unspecified amount and will go a long way to securing Stepping Stones’ future. If you would like to inspire others to give and allow us to thank you for your planned gift, we invite you to join the other Legacy Society Members through the process and form below.
The first step is working with your financial and legal advisors to add your planned gift to your will or other estate document with language designating the gift for “The Stepping Stones Foundation, P.O. Box 452, Bedford Hills, NY 10507 with Federal I.D. Number 13-3031164.”
The next step is, joining the Legacy Society by completing the online or mail in form.
- For the online form, click here (or go to bottom of page).
- For the mail-in form, click here to download.
When we receive your form we can thank you and see your gift recognition preferences for now and in the future. To discuss planned giving and the Legacy Society, contact Executive Director Sally Corbett-Turco by email to email@example.com or by phone at 914-232-4822 ext. 11.
We hope you will follow in Bill and Lois’ footsteps by remembering Stepping Stones in your long-term plans.
Keeping it Simple – Easy Ways to Set Up Planned Giving as Legacy Society Member
An easy way to make a planned gift is to include Stepping Stones Foundation (Federal I.D. # 13-3031164) as a beneficiary in one of the following:
- Wills or Trusts (“Bequests”) – Gifts of monetary or other assets (stocks, bonds, real estate, etc.). For our guidelines on real estate gifts, please email firstname.lastname@example.org
- Life Insurance Policies
- Retirement Plans (IRA, 401K,403B, etc.)
To include Stepping Stones Foundation as a beneficiary in your will, policy, or other planning documents, please have your lawyer or plan administrator identify Stepping Stones Foundation in the specific way that follows in pertinent documents such as your will:
“Stepping Stones Foundation, a nonprofit corporation, organized and existing under the laws of the State of New York, with principal business address of P.O. Box 452, Bedford Hills, NY, 10507, and Federal Tax I.D. number 13-3031164.”
Stepping Stones Foundation does not have a monetary or one-time limit to planned gifts.
For gifts through policies (life insurance, investment funds, etc.) or other planning documents some donors choose to contact their plan administrator to reflect their wishes (percentages or amounts and our name, ID and address) in the plan documents.
Options that May Be Beneficial
Your financial, tax, and legal consultants can explore more planned giving options with you, including those listed below. Depending on circumstances, some planned giving options may have financial advantages and some could potentially lower current or future tax burdens. Because Stepping Stones cannot give financial, tax, or legal advice, please consult your financial planner, tax accountant, estate planner or lawyer. Do not hesitate to contact us for our donor guidelines for these special options.
- Charitable Gift Annuities
- Deferred Gift Annuities
- Charitable Lead Trusts
- Donor Advised Funds (DAF)
- Testamentary Gifts
- Retained Life Estate Deed
Please contact us with questions. Contact Executive Director Sally Corbett-Turco by email to email@example.com or by calling 914.232.4822, ext. 11. The pledge and recognition form to join the Legacy Society follows.