Wills and Living Trusts

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Do you want to leave money to Step Up For Students in your will? Do you also want the flexibility to change your will in the event that life circumstances change? You can do both.

In as little as one sentence, you can complete your gift. This type of donation to Step Up in your will or living trust helps ensure that we continue our mission for years to come.

An Example of How It Works

Young family with kidsAfter a couple got married and created a will, they included a $75,000 gift to a charity, like Step Up. As the family grew to include three children, the couple decided to revise their gift to ensure their children's future financial security.

They met with their attorney and revised the gift language so that the charity received a percentage of their estate, instead of a specific amount. The couple now rests easy knowing their plans will provide for the people and charitable work they love.

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Next Steps

  1. Contact Elizabeth L. Watson at (407) 491-7429 or ewatson@stepupforstudents.org for additional information on bequests or to chat more about the different options for including Step Up in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Step Up in your plans, please use our legal name and federal tax ID (59-3649371).

Legal Name: Step Up For Students
Address: 4655 Salisbury Road, Suite 400, Jacksonville, FL 32256
Federal Tax ID Number: 59-3649371