Planned Giving

Planned giving can help donors accomplish more.  To discuss the options and your goals in supporting Steppingstone, please contact Kate Wood, Executive Vice President of Advancement, at 617-423-6300 ext. 238 or kwood@tsf.org.

Estate Gifts

Bequests.  Give to The Steppingstone Foundation without affecting your cashflow during your lifetime.  You may also target or specify the purpose(s) of a bequest to Steppingstone.

Gifts of Retirement Plans. Retirement savings are potentially the most tax-burdened assets that an individual owns, often subject to both income and estate tax. The balance of your retirement plan may be worth more when donated to The Steppingstone Foundation than to your heirs. You can name The Steppingstone Foundation as a beneficiary of your IRA, 401(k) or other qualified plan. After your lifetime, the residue of your plan passes to Steppingstone tax-free.

Gifts in Partnership with Steppingstone

A Charitable Remainder Trust. Through a charitable remainder trust, you can transfer assets to a trust that provides an income stream to you and/or your beneficiaries for life or a set number of years (no more than 20 years).  The assets remaining after the trust ends will be distributed to one or more charities of your choice.

A Charitable Lead Trust. Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.  This is essentially a charitable remainder trust in reverse—it pays income to the charities you choose for a designated period of time or life expectancy, and then passes the remaining assets back to the donor or beneficiaries after the time lapses.

Life Insurance

New Policy. You can fund a future gift from your income instead of capital by naming The Steppingstone Foundation as owner and beneficiary of a policy insuring your life.  Donations offsetting our premium payments are fully deductible.

Paid-Up Policy. Transfer ownership of a paid-up life insurance policy whose coverage you no longer need. The Steppingstone Foundation cashes it in now or maintains it and receives the death benefit later.