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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.

Step Up