John S. Toll Legacy Society

The John S. Toll Legacy Society, established in 1994, honors the thoughtful generosity of alumni and friends who have included Stony Brook in their estate plans or made another form of planned gift. Members of the Society play a vital role in securing Stony Brook’s long-term success, ensuring that students, faculty, patients, and programs will thrive for generations to come.

By joining, you become part of a distinguished community of more than 250 supporters who share a deep connection to Stony Brook and a commitment to its future. Legacy gifts may be directed to any college, school, department, medical specialty, or program and can support endowed funds or be used immediately for the areas of greatest need. Whether revocable or irrevocable, every planned gift reflects a donor’s values and helps sustain Stony Brook’s mission far into the future.

Legacy Society members receive special communications from campus, invitations to events and seminars throughout the year, early notice of programs and exhibits, and recognition in University publications (unless anonymity is preferred). Members also receive a commemorative John S. Toll Legacy Society travel mug as an expression of appreciation for their future gift and their place in this meaningful community.

Most important, membership offers the satisfaction of knowing that your foresight and generosity will help Stony Brook continue to transform lives for decades to come.

An Invitation to Join the Society

Donors are invited to join the Legacy Society when notifying us of a planned gift. We will request documentation to ensure that the planned gift is legally viable and that the donor’s intentions can be carried out in the future.

Types of Planned Gifts

You can join this special group of benefactors and become a member of the John S. Toll Legacy Society by remembering Stony Brook University in one or more of the following ways:

Bequest: include a gift to the Stony Brook Foundation in your will or trust
Retirement Plan: designate the Stony Brook Foundation as a beneficiary of your IRA or 401(k) plan
Life Insurance: designate the Stony Brook Foundation as a beneficiary of a life insurance policy
Charitable Gift Annuity: contribute cash or securities and retain a fixed income for life
Deferred Gift Annuity: contribute cash or securities and retain a future fixed income for life
Charitable Remainder Trust: contribute one or more assets and retain a fixed or fluctuating income for your lifetime or for a term of years
Charitable Lead Trust: contribute cash or securities to create an income stream for Stony Brook for a term of years and retain the right to receive the principal thereafter
Real Estate: contribute your primary or vacation home and live in it for your lifetime

Membership Benefits

The primary reason to join the John S. Toll Legacy Society is the satisfaction of knowing your foresight will help future generations of Stony Brook students, patients, faculty, and researchers. Membership reflects a meaningful commitment to the University’s long-term success and we are honored to recognize that generosity.

Other benefits include:

Invitations to an annual event held in honor of Society members
Acknowledgement of your generosity in University publications (unless you wish to remain anonymous)
Regular communications regarding important tax information, estate planning, and other useful information
Early notice of special events as well as occasional offers of complimentary tickets to various educational, theatrical, and athletic events

If you need additional information or wish to discuss a planned gift, please contact:

Shawn T. Mroz
Executive Director of Gift Planning
Phone: (631) 449-0005 or shawn.mroz@stonybrook.edu

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