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Your Investment in First Step Saves Lives....

A contribution to First Step of Sarasota, Inc. can make a difference in the life of someone, young or old, working to become free from addiction. Your donation can also positively impact a family struggling to manage the complex needs of a loved one who is suffering from a mental health condition charitable giving can make a lasting impact on the lives of those who need your help. Please read ways of making a gift below OR contact our Director of Development at philanthropy@coastalbh.org.

Ways of Making a Charitable Gift for Today

Gifts of Cash: You may make a cash gift by check or credit card. Gifts may be made securely on-line, by mail, in person or by calling us at (941) 927-8900. Your credit card gift can be accepted by telephone. Some gifts may be matched. Thousands of companies have Matching Gift programs that double or even triple individual, tax-deductible contributions made by their employees. In some cases, companies continue to match even for retirees. At the time of the gift, ask your company if it participates in a matching gift program.

Gifts of Stocks or Bonds: A contribution of stocks or bonds provides an opportunity for tax savings while allowing you to give generously. A gift of stock owned for more than a year entitles you to a charitable deduction for the full market value at the time the gift is made. If the stock has appreciated, you also avoid a capital gains tax on the appreciated value. In this way, you may eliminate low-cost basis holdings and receive the maximum tax-advantage.

Ways of Making a Charitable Gift for the Future

A careful giving plan can yield tangible benefits to you and your family, including current income tax deductions, reduction of capital gains taxes, estate tax advantages, or a combination of these. In addition you may receive income for life with certain gift plans.

Your Living Trust or Will: You can easily arrange to leave a bequest for First Step of Sarasota, Inc. in your will or trust. The process is simple and inexpensive. Just add wording describing your intent the next time you have your will or trust reviewed by your attorney. To make a gift by charitable bequest, you direct in your Will or Trust that certain money or property be transferred to First Step. A simple sentence in your Will or Trust can make a meaningful impact on generations of people in need.

The official bequest language for First Step is: "I, [name], of [city, state, ZIP], give, devise and bequeath to First step of Sarasota, Inc. (EIN 59-1432136) [written amount or percentage of the estate or description of property], for its unrestricted use and purpose, or [to be restricted to endowment or other stated program or purpose]."

Gifts of Life Insurance: Insurance provides a way to make a substantial contribution to First Step either by the transfer of paid up policies or through designating First Step as a beneficiary and continuing to pay the annual premiums until payments are completed. If at any time you find it necessary to discontinue the premiums, First Step may receive the cash surrender value of the policy. A donor may also take out a new policy naming First Step as an irrevocable beneficiary and receive a charitable deduction on the premium payments.

Charitable Remainder and Lead Trust: These vehicles are formalized with the help of legal counsel. One gives you income now with the gift coming to First Step after the termination of the trust; the other grants First Step the income on the principal or property during your life and that principal or property then passes to your heirs (or back to you) at the termination of the trust.

Bank, IRA and Investment Accounts: You can easily arrange for First Step to receive some or all of your bank account or investment account at the end of your life. Just ask your bank or brokerage for the proper paperwork to set up a Payable-on-Death account. This is a simple process that bypasses probate. You can also name First Step as a beneficiary to receive some or all of your IRA or retirement plan at the end of your life. Just complete and sign a Change of Beneficiary Form.

Gifts of Real Estate: Gifts of real estate sometimes may be the most convenient way to make a meaningful gift. In some cases, real property can be deeded to First Step today with the donor retaining the right to continue residence for life. It carries with it a charitable deduction for the gift and no capital gains taxes. There are many methods you can use to make a gift of your home or other real estate - through a bequest, or more commonly, through lifetime transfer, yielding significant tax benefits for you.

The Legacy Society

The Legacy Society has been created to recognize and say thank you to those persons who have made the most thoughtful and deeply personal gift of all: a commitment to First Step of Sarasota, Inc. through a will, trust agreement, prepaid life insurance policy, or other estate plan vehicle.

Anyone may join the Legacy Society simply by advising the Development office that you have provided for a future gift to First Step and then providing the appropriate documentation. All documentation is confidential.

Legacy Society members will be recognized in appropriate publications, at specific special programs and events and specific recognition areas within the Kreisman Campus for Integrated Health Care or other facilities operated by First Step. Members may also choose to remain anonymous.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
First Step of Sarasota, inc. is a 501 (c) 3 not-for-profit corporation, registered as a charitable organization in the state of Florida. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OF FLORIDA. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. REGISTRATION # CH1573.

QUESTIONS? CALL US! We want to hear from you! Contact President/CEO at (941) 927-8900, extension 1133.

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Our Community Partners:

*Community partners are businesses that have chosen to support our organization as a community partner sponsor. If you are interested please click here for the sponsorship form.

Mental Health Partners:

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