Planned Giving

Create Your Legacy While Preserving the Legacy of Bill & Lois Wilson for the Future

Plan a Gift of Any Amount in a Will, IRA, or Insurance Policy

Your planned gift can be of an unspecified amount and if you would like to inspire others to plan a gift, your name (or the word “Anonymous”) can be listed in on the Legacy Society Wall in the Welcome Center at Stepping Stones.  For more information email info@steppinstones.org for details or call Sally Corbett-Turco at 914-232-4822 extension 11.

We hope you will follow in Bill and Lois’ footsteps by remembering Stepping Stones in your legacy plans.

 Keeping it Simple – Easy Ways to Set Up Planned Giving

An easy way to make a planned gift is to include Stepping Stones Foundation 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 info@steppingstones.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 as follows:

“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
• Unitrusts
• Charitable Lead Trusts
• Donor Advised Funds (DAF)
• Testamentary Gifts
• Retained Life Estate Deed

Please let us know if you have questions by contacting Executive Director Sally Corbett-Turco by email to info@steppingstones.org or by calling  914.232.4822, extension 11.