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Stephanie Wilson on Planned Giving

Posted by olga

In 2010, Stephanie Wilson was looking for community engagement and learned about Social Venture Partners through Community Foundation Boulder County. A process improvement and change management expert, Stephanie had a great deal of skill to lend the nonprofit sector. She reflects, “I knew little was woefully uneducated about nonprofits, and loved the idea of being able to give back to the community while also learning about the issues these organizations address in our area. Being a SVP Partner has been an amazing learning and growth experience for me.”

“When I was working on my estate plan, I considered my passions and priorities. What came out on top were my kids, and the good SVP does in our community.” Stephanie decided to include SVP in her estate plan after hearing it was an option in a segment on NPR, noting “I hadn’t realized I could leave funds to a nonprofit in my estate plan; I thought it was an interesting idea.”

After talking to an estate planner, Stephanie learned just how easy it actually was: “I basically added a line to my will. And, it’s simple to amend if the desire arises.” She’s pleased with the choice, and “…would encourage others to include SVP in their estate plans. This sort of planned giving is incredibly easy, it allows your dollars to go further by providing tax benefits, and it allows you to support SVP.”

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