The Curtis Circle Planned Giving Society is The Stony Brook School's recognition society for those who make a planned gift to the School.
A gift of a bequest, a life income gift, life insurance, or naming us a beneficiary of another financial asset will secure your membership in the Curtis Circle. Of course, if you prefer to make your gift anonymously we will happily accommodate your request.
Unless for naming credit in a campaign, Curtis Circle members are never asked for written proof of their gifts. All gift information is treated as confidential, should you choose to share it with us. We will also gladly secure your gift documentation if you prefer. All we ask is that you tell us the type of gift you have made.
For more information on giving through your estate, please contact the SBS Advancement Office at 631-941-1559 or email firstname.lastname@example.org.
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).
The Stony Brook School will not hold gifts of stock. All stock gifts will be liquidated upon receipt.
If you would like to donate a gift of stock to the School, it is important that we are notified of the details prior to the transfer so that we may receive and process the gift in a timely manner as well as accurately identify, allocate and acknowledge your gift.
Please notify Kelley Martin at 631-941-1559 or email@example.com with stock gift details and to receive current SBS delivery transfer instructions.
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 the Advancement Associate for Stewardship at 631-941-1559 or firstname.lastname@example.org.
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.
The Stony Brook School
1 Chapman Parkway, Stony Brook, NY 11790 | 631-751-1800
A Christian, co-ed, college preparatory boarding and day school for 7-12th grade students