Endowment Gifts

Friends may name Steere House as a beneficiary through a provision in their wills. All or some portion of an estate may be given, according to the wishes of the donor. The bequest may also be worded so that Steere House receives a gift after other provisions of the will have been satisfied. Estate planning experts suggest that wills should be reviewed every three years, or whenever major events occur in your life such as births, deaths, significant changes in wealth, etc. *If you do not have a will, your estate will be distributed in accordance with the laws of the state in which you reside. With a will, those decisions are yours. 

Charitable gift opportunities exist through IRA, 401K, and other retirement vehicles. The tax advantages can be comparable to those available from a bequest.

How an retirement plan charitable rollover gift works:

• Contact your plan administrator to make a gift from your  plan to us.
• Your funds will be directly transferred to our organization to help continue our important work.
• Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
• Please let us know if you wish for your gift to be used for a specific purpose.

You may change or name the beneficiary on an existing policy to Steere House. 

By donating stock directly to Steere House, you benefit from a tax deduction for the current value and avoid capital gains taxes.