Ways to Give
There are many ways you can enhance the pursuit of The Stony Brook School’s mission with your financial support.
Please address any questions to Assistant Head of School Jane Taylor at (631) 941-1554 or firstname.lastname@example.org.
You may allocate your gift to one or more of three main areas:
- The Annual Fund, a vital stream of revenue beyond tuition to enhance the current school year’s high-quality instruction, support need-based financial aid, and ensure that the year’s full operational costs are met;
- The Capital Campaign, which funds upgrades and additions to the physical plant;
- The Endowment, which is invested in a growing portfolio that strengthens the future financial health of the School.
The Stony Brook School
One Chapman Parkway
Stony Brook, NY 11790
If you are affiliated with a Donor Advised Fund, you may be able to make a gift through DAF Direct, a service that enables you to arrange grants made directly to The Stony Brook School.
Stocks or other investments that have grown in value can become a substantial gift made at a low net cost to you. A gift of appreciated stock generally offers two-fold tax savings: 1) You avoid paying any capital gains tax on the increase in value of the stock; and 2) you receive an income tax deduction for the full fair market value of the stock at the time of the gift. Your stock generally must have been held long-term (more than one year). Contact Assistant Head of School Jane Taylor at 631-941-1554 or email@example.com.
GIFTS OF REAL ESTATE
Giving homes, land, farms or commercial properties may offer you a variety of tax benefits. For more information contact Assistant Head of School Jane Taylor at 631-941-1554 or firstname.lastname@example.org.
A will bequest is an easy way to support The Stony Brook School. A gift in your will has no lifetime cost, and your estate may earn a charitable estate tax deduction for the value of your gift. Your attorney can include a gift to Stony Brook when she/he prepares your will. You will need to give your attorney our legal name and tax ID number. Including The Stony Brook School in your will makes you a member of the Curtis Circle, our society of planned giving donors. To discuss this option, contact Assistant Head of School Jane Taylor at 631-941-1554 or email@example.com.
ANNUITIES AND TRUSTS
You may be able to realize tax advantages, generate income for one or two beneficiaries, and make a significant gift to The Stony Brook School through Charitable Gift Annuities and Charitable Remainder Annuity Trusts (paid to beneficiaries at least 60 years old), Deferred Gift Annuities (the named beneficiaries are less than 60 years old and will be paid upon reaching that age), or Charitable Lead Trusts (pay-outs go to the School and then the assets transfer to your heirs). To discuss this option, contact Assistant Head of School Jane Taylor at 631-941-1554 or firstname.lastname@example.org.
You can make The Stony Brook School the owner of a whole life insurance policy or designate the School as a beneficiary. Either option provides tax benefits for you. To discuss this option, contact Assistant Head of School Jane Taylor at 631-941-1554 or email@example.com.
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, including the following: retirement plans (IRA, 401(k), 403(b), pensions; commercial annuities; bank and brokerage accounts; any asset with a death benefit.
For more information on the most appropriate way for you to invest in The Stony Brook School, please consult your financial advisor.