Stone Belt has created an estate planning guide to assist you through the process of planned giving. Preparing a well-considered estate plan will not only help you determine the best way to continue your support for Stone Belt it can help avoid problems associated with the absence of an estate plan.

Reasons to include Stone Belt in your plan

• Honoring a loved one who was cared for by—or who worked for—Stone Belt.
• Taking advantage of tax benefits associated with charitable giving.
• Supporting a well-established, well-run organization that will manage your gift wisely.
• Establishing a legacy of generosity and empathy.

Ways to give to Stone Belt

• Bequest
• Beneficiary
• Designation Gifts
• IRA Rollover
• Donor-Advised Funds
• Charitable Endowments

Stone Belt's Planned Giving Program

Stone Belt's Jewel Society is an honorary society that recognizes those who have named Stone Belt as a beneficiary in their estate plans. The Jewel Society provides visionary donors with the opportunity to create a lasting legacy in support of individuals with disabilities. Jewel Society members are listed in Stone Belt publications, according to the wishes of the donor.

You can join the Jewel Society through several planned giving options, including bequests, certificates of deposit, charitable gift annuities, private retirement plans, gifts of insurance, charitable lead trusts, and charitable remainder trusts.

Stone Belt Excellence Endowment

Gifts to the Stone Belt Excellence Endowment supports ongoing initiatives that enable the agency to reach levels of excellence in supports, training, and outcomes for both clients and staff. Examples of programs funded through the Excellence Endowment include supporting innovative programs including, but not limited to:

• Stone Belt Art Studios
• Hand-in-Hand
• I Am You performances
• Enhanced staff development programs

The Joan Burton Memorial Fund at the Community Foundation of Bloomington and Monroe County

Joan Burton served as the first executive director of Stone Belt Arc from 1965-1985. Mrs. Burton's impact on the agency and community was truly significant, and her advocacy work on behalf of individuals with developmental disabilities was inspirational. Gifts to the Joan Burton Fund are made directly to the Community Foundation of Bloomington and Monroe County, with the income of the fund directed to Stone Belt.

We are so excited to offer this guide to assist you. Stone Belt encourages donors to speak with a professional estate advisor when making decisions about planned gifts.