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Planned Giving

The Legacy Society

A common misconception is that Planned Giving is only for the “wealthy.” The truth is, even people of modest means can make a powerful difference through Planned Giving.

Planned Gifts ensure the future of Step Up on Second.  Members of the Living Legacy Society enjoy the profound satisfaction of knowing that their philanthropy will have lasting impact on present and future members of Step Up on Second.

Making a planned gift is as simple as naming Step Up on Second as a beneficiary in your will, annuity, trust, life insurance policy, IRA or retirement plan.  It is not necessary to disclose the amount of your bequest.  Notification automatically qualifies you for membership in the Living Legacy Society.  Members enjoy the following donor recognition and special benefits:

  • Living Legacy Society member recognition in the Step Up on Second Annual Report and Newsletters (you may also choose to be an anonymous Living Legacy Society member).
  • Names of Living Legacy Society members honored at the Step Up on Second website.
  • Invitations to an Annual Living Legacy Society private event.

We gratefully acknowledge the following Living Legacy donors who have notified Step Up on Second of their Planned Gifts:

Sidney Stern Memorial Trust

Joy Anderson

Carolyn Baker

Joe Cahn

Dorothy B. Carpenter

Ivan Illan

Sybil Jaffy

Marjorie Kaufmann

Jack B. Perrin

Illah B. Perrin

Q: What is Planned Giving?

A: Planned Giving is finding ways to make charitable gifts now, or after your lifetime, while enjoying financial benefits for yourself. Planned Gifts are contributions made through your will, charitable gift annuities, gifts of life insurance, pooled income funds, and charitable trusts. You may also transfer highly appreciated assets, such as stocks or real estate for important tax savings. Planned Gifts are sometimes referred to as “lifetime” gifts because they require some planning and, often, help from your professional advisors. A Planned Gift made to the Step Up on Second helps ensure the future of the services and programs we provide and may further your financial goals.

Q: How do I make a Planned Gift?

A: You can make a declaration of your commitment to provide for your gift to Step Up on Second in your will, trust, life insurance beneficiary designation, or from your qualified benefits, such as your IRA account. Suggested language can be found on the Legacy Society Information Page. Once your Planned Gift has been been finalized, please let the Office of Development know, so that you may be appropriately recognized.

Q: Where can I get technical information on various Planned Gifts?

A: Call Carolyn L. Baker, M. Ed., Vice President of Development at (310) 576-1308 x246 or e-mail her via our contact page to learn how you can support our mission while ensuring your family’s financial security.

 

each year we serve over 1,200 individuals
experiencing mental health issues.

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