Leave a Legacy of Healing, Hope, and Home
Since 1976, Stepping Stone of San Diego has offered a lifeline to LGBTQ+ individuals and others seeking addiction recovery, stability, and community. Your legacy gift directly supports our residential treatment program, sober living and housing services, outpatient care, mental health counseling and therapy—ensuring we can continue this life-saving work for future generations.
When you include Stepping Stone in your estate plans, you’re not just giving back—you’re building a future where everyone has the opportunity to heal, thrive, and live authentically.
What Is Legacy or Planned Giving?
Legacy or planned giving refers to gifts made through your estate or long-term financial plans. These gifts cost nothing today but provide lasting impact tomorrow.
Popular giving options include:
- Bequests in your will or trust
- Naming Stepping Stone as a beneficiary on a retirement plan or life insurance policy
- Distributions from Donor-Advised Funds
- Charitable gift annuities or trusts
These gifts offer tax advantages to you and your family and ensure your values of compassion live on.
Perks for Our Legacy Supporters
Supporters who make a planned gift of $10,000 or more will be honored through our Commemorative Tile Program. A custom tile engraved with your name—or the name of a loved one—will be permanently displayed within our facility, becoming a visible and enduring part of Stepping Stone’s legacy.
We are also proud to recognize those who commit to our Legacy & Planned Giving program with:
- Invitation to special Legacy Circle gatherings and events
- Recognition in our Annual Report and website (if desired)
- Personal updates and impact stories from our Executive Director
- A dedicated point of contact to assist with any questions or planning
Designate Stepping Stone as a 401(k) Beneficiary
Did you know your retirement plan can help change lives?
By naming Stepping Stone of San Diego as a beneficiary of your 401(k), 403(b), or other retirement account, you can create a lasting legacy that supports recovery, hope, and healing—without writing a check today.
It’s a simple, tax-savvy way to make a big impact. Just contact your plan administrator and add Stepping Stone of San Diego (Tax ID: 95-3080619) as a full or partial beneficiary. You can even divide your assets among loved ones and charitable organizations—it’s all about what matters most to you. No attorney needed, no cost to you—and every future gift helps us continue saving lives for generations to come.
Please email Ethan Cloherty (ethan@steppingstonesd.org) if you choose to name Stepping Stone as a beneficiary so we can make a note of this.
Let’s Talk
If you’re considering a legacy or planned gift—or have already included Stepping Stone in your estate plans—we’d love to connect with you. Your generosity ensures our mission endures for the next generation.
Contact:
Ethan Cloherty
Development Manager
📧 ethan@steppingstonesd.org
📞 (619) 584-4010 ext. 117
Thank you for standing with us—and for creating a legacy rooted in compassion, dignity, and healing.
