Other Financial Assets

Using our legal name and tax ID number, you can designate The Stony Brook School as a beneficiary of many types of financial assets.  Consider these:

  • Retirement plans: IRA, 401(k), 403(b), pension
  • Commercial annuities
  • Bank and brokerage accounts
  • Any asset with a death benefit

If you or your professional advisors have questions about beneficiary designations, you may contact Kathy Sides, Director of Development, at 631-941-1551 or via email.