plannedgiving.stepupforstudents.orgCharitable Giving | Step Up For Students

Planned Giving Home Easy Gifts Wills and Living Trusts Beneficiary Designations Give From Your IRA Scholarships Income Gifts Charitable Remainder Trusts More Ways to Give Memorials and Tribute Gifts Real Estate Donor Advised Funds Charitable Lead Trusts Appreciated Securities Resources & More Planning Strategies Guide Gift Illustrator Your Planning Library Bequest Language Planning Toolkit Supporters Like You For Professional Advisors Contact Us Your Gift Matters Create Opportunities With a Future Gift When you include Step Up For Students in your estate plan, your generosity provides educational options for Florida’s most vulnerable students. Your support can serve lower-income, special needs, bullied or victimized, and reading-challenged school children. Thank you for joining Step Up to help transform lives through education. Already included us in your estate plan? Let Us Know You Decide How You Give. Start Here. Uncover the giving option that works best for your goals. Giving Amount Under $25,000 $25,000 to $99,999 $100,000 to $999,999 $1 million or more Under $25,000 The most popular options for a gift in this range: Gift of Cash Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations $25,000 to $99,999 The most popular options for a gift in this range: Gift of Cash Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations $100,000 to $999,999 The most popular options for a gift in this range: Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Outright Gift of Life Insurance Charitable Remainder Trust Charitable Lead Trust $1 million or more The most popular options for a gift in this range: Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Charitable Remainder Trust Charitable Lead Trust Age Under 40 40-54 55-69 70+ Under 40 The best gift options for you: Gift of Cash Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 40-54 The best gift options for you: Gift of Cash Appreciated Securities Donor Advised Fund Gift in Your Will or Living Trust Beneficiary Designations 55-69 The best gift options for you: Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Real Estate Charitable Remainder Trust Charitable Lead Trust 70+ The best gift options for you: Appreciated Securities Gift in Your Will or Living Trust Beneficiary Designations Smart Giving From Your IRA Outright Gift of Life Insurance Real Estate Charitable Remainder Trust Charitable Lead Trust Assets Cash Appreciated Securities Retirement Plan Assets Life Insurance Real Estate Donor Advised Funds Cash Most popular ways to give this asset: Gift of Cash Gift in Your Will or Living Trust Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Appreciated Securities Most popular ways to give this asset: Appreciated Securities Gift in Your Will or Living Trust Donor Advised Fund Charitable Remainder Trust Charitable Lead Trust Retirement Plan Assets Most popular ways to give this asset: Beneficiary Designations Smart Giving From Your IRA Charitable Remainder Trust Donor Advised Fund Life Insurance Most popular ways to give this asset: Outright Gift of Life Insurance Beneficiary Designations Real Estate Most popular ways to give this asset: Real Estate Gift in Your Will or Living Trust Charitable Remainder Trust Charitable Lead Trust Our Top Resource This comprehensive estate planning kit will help you protect loved ones, organize everything in one place and save on taxes. Download My Kit Sample Language for Your Will Get the legal language to share with your attorney to make a gift in your will or living trust. Federal tax ID number: 59-3649371 Get Sample Language Supporters Like You Our donors help children achieve their maximum potential through education. Here are their stories. Meet Our Donors Calculate Your Benefits Get a personalized look at how different gifts can support your financial goals. Gift Illustrator 3 Must-Have Resources These free guides can help you secure the future for the people and causes you care about. Free Resources What’s New? Personal Estate Planning Kit Bequest Language View All Articles Not Sure How to Begin? To get started, answer a few simple questions . Have a Question? Our planned giving team would be happy to speak with you in confidence, with no obligation. Contact Us Federal tax ID number: 59-3649371 Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. © 2024 Step Up For Students | 4655 Salisbury Road, Suite 400 | Jacksonville, FL 32256 Facebook Twitter YouTube Instagram LinkedIn I Have a Question Let us know your questions. I Have a Question Comments Name Name is required Email Address Please include an ’@’ in the email address Submit Thank You for Contacting Us Someone from Step Up For Students will be in contact with you soon. If you need to speak to us immediately, please call us at (904)...