Planned Giving

If you would like to extend your support of Stewart’s Caring Place to make a lasting impact, there are several gifts to choose from.

With a planned gift to the Stewart’s Caring Place, you can combine your philanthropic values with your overall financial, tax, and estate planning goals. You will help those touched by cancer — for now and for years to come. Whether you would like to put your gift to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Stewart’s.

Choosing the right planned gift depends on your personal circumstances and financial goals.

Donor Advised Funds

Harness the giving power of a private foundation—without the complexity.

A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Stewart’s and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

Advantages of a Donor-Advised Fund

  • Simplicity
  • Flexibility
  • Tax Efficiency
  • Family Legacy
  • No Start-up Costs
  • No Transaction Fees**
  • Privacy, if desired

**Sponsoring organizations generally assess an administrative fee on the assets of a DAF. These fees vary by organization.

Bequests and Estate Plan Gifts

You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Stewart’s as a beneficiary of a retirement plan or life insurance policy. The amount left to the Stewart’s can be expressed as a dollar amount or as a percentage of the assets to be given.

Other ways to give a lasting gift to Stewart’s Caring Place include:

  • Trusts
  • IRA Charitable Rollover
  • Real Estate
  • Endowed Gifts

Contact Executive Director, Jeannine Marks at jmark@stewartscaringplace.org or 330.836.1772 to discuss your lifetime gift today.

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