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Many potential donors mistakenly assume the only way to support A Step Up Academy is by making an outright gift. Not true. In fact, with careful and thoughtful planning, you can provide for your loved ones and support A Step Up Academy at the same time by choosing a financial option that is right for you.
 

Planned Gifts are structured donations intended to benefit A Step Up Academy and to optimize
the donor’s financial, tax, and/or estate plan.

Funding your legacy

We welcome the opportunity to assist you and your financial advisor with your gift planning.
These gifts can be through:

 

• Bequests

• IRA and Tax-Deferred Accounts

• Life Insurance Policies

• Gifts of Stock

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Next Steps

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1.) Contact Trish Corvo at 215-885-1075 or Trish@astepupacademy.org for additional information about Planned Giving, including different options to leave the A Step Up Academy in your will or estate plan.

2.) Seek advice from your legal or financial advisor

3.) If you include A Step Up Academy in your plans, please use our legal name and federal tax ID:

 

• Legal Name: A Step Up Academy, Inc.

• Address: 520 Meetinghouse Road, Jenkintown, PA 19046

• Federal Tax ID Number: 46-2346137

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Have more questions? Please feel free to reach out with the contact information provided above.

The purpose of this web page is to provide general information only. A Step Up Academy is not engaged in providing legal or tax advisory service. Advice from legal and tax counsel should be sought when considering these types of gifts.