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Step Up | Planned Giving
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Sustainability for You, Your Loved Ones and Your Charitable Giving.

What is Planned Giving? Just as it sounds, planned giving is a way to map out your charitable giving during your lifetime and beyond.

What giving vehicles are available to me in planned giving? Living Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Annuities, Insurance, IRA disbursements, Wills/Bequests to name a few.

Do I have to be super wealthy to plan my giving? Absolutely not! Anyone can secure their legacy by planning for the future. In fact, donors who do not have extra cash on hand to donate to charities on a regular basis can make a lasting impact by including Step Up in their estate planning.

How do I get started?  Consult your financial advisor or attorney to get started. At the very least, consult with an attorney to protect yourself, your family and your assets now and for the future.

Does Step Up accept planned gifts? Without a doubt, Step Up would be honored to be a beneficiary to your planned giving.

Call Chief Development Officer Deidre Strohm
at (310) 696-4510 x 2200 or e-mail her
to learn how you can support Step Up’s mission
while ensuring your family’s financial security.

An Important Message from Step Up

Dear Supporters, Volunteers and Trusted Community Partners,

We wanted to take a moment to let you know Step Up is actively monitoring the COVID-19 status in the communities we work. We are relieved to report that as of this writing, there have been no reported cases of COVID-19 in the Step Up Community. Step Up is taking measures to both protect employees' health and welfare, and to advance its critical mission to serve its most at-risk members. During this time, members will continue to need our support and we expect to continue to provide the exemplary level of support and services we have become known for in our community.

In an abundance of caution, Step Up is taking the following immediate steps to curtail the spread of the virus and to keep its staff, members and volunteers as safe and as healthy as possible during this period of unknown impact:

  • All volunteer activities at all sites are halted for a minimum of two weeks.
  • Managers are empowered to work with staff to curtail activities that may put them or members at risk. This includes the possibility of remote work when feasible, phone or telehealth meetings with members as necessary, avoiding transporting members in personal or company vehicles - the advancement of our mission is paramount;
  • Program staff will be trained on how to utilize company phone apps to effectively communicate with members and each other as necessary;
  • We have asked staff if they or an immediate family member is experiencing flu-like symptoms, to not report to any office location, contact their manager on how to proceed, and seek medical attention immediately.

While many public and private spaces have curtailed operations for the time being, Step Up will remain operational and will continue serving its clients. Again, it is important to note that NO ONE IN THE STEP UP COMMUNITY HAS TESTED POSITIVE FOR COVID-19. Our goal is to keep it that way for as long as possible.

Please contact us by email or phone before coming to one of our locations. Support from our community is especially vital now as operations are re-aligned to adhere to our mission while keeping staff, members and volunteers safe. Please consider making a donation as we work through this difficult time. Your contributions in any amount ensure that Step Up will continue serving our most vulnerable neighbors, who are especially vulnerable during this community health crisis. Do not hesitate to contact me with any questions you may have.

Stay safe and healthy,
Tod Lipka
President & CEO