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Ways to Give

Your gift can take many forms. It all depends on which is best suited to your goals and assets.

Cash
Cash is easy, direct and fully tax-deductible as allowed by law.   A receipt will be mailed to your for your tax records.

Five-Year Pledge
Your gift to STEP can be payable over the next five years.  You can choose to make your payment annually, semi-annually or quarterly or even monthly.

Stocks, Bonds and Mutual Funds
Stocks, bonds and mutual funds enable you to avoid the tax on any appreciation, yet still receive a tax deduction for the full market value. The foundation, as a tax-exempt charity, may sell the securities and avoid taxes on the appreciation.

Real Estate
Land or buildings can be given in a number of ways and allow you to avoid taxes on the appreciation.

Personal Property
Personal property such as automobiles, art work, jewelry, valuable collectibles, antiques and more can be donated to give you a charitable tax deduction for the full fair market value.

Bequests
Designate the STEP Foundation as recipient of part or all of  your estate.  Consult your attorney or tax consultant for more information. 

Trusts
There are different kinds of trusts to consider. The Charitable Remainder Life Income Trust allows you the opportunity to give STEP a gift now and will pay you and a beneficiary income for life.

Life Insurance
Is an affordable way to give a significant amount. You can make the foundation the beneficiary of an existing policy or a new policy you may choose to purchase. A variety of options are available, all of which provide tax advantages and allow you to leverage your dollars for maximum impact.

Retirement Plans
Retirement plans can designate the foundation as the beneficiary of your IRA, 401(k), 403(b), or other qualified plans.

How Do I Begin?

Your attorney, financial planner, accountant or insurance agent can help you with your estate planning.  These professionals can familiarize you with tax benefits and advantages of various planned giving strategies.  As a public charity, gifts to the STEP Foundation qualify for maximum deductibility for income, gift and estate tax purposes.  You or your advisor can contact the STEP Foundation for more information on how to make a gift or establish a donor-advised fund.

Donor Levels Amount
Benefactor $100,000 +
Patron $50,000 - $99,999
Sustainer $25,000 - $49,999
Sponsor $10,000 - $24,999
Friend $5,000 - $9,999
Booster $1,000 - $4,999
Donor under $1,000