Other Financial Assets
Using our legal name and tax ID number, you can designate The Stony Brook School as a beneficiary of many types of financial assets. Consider these:
- Retirement plans: IRA, 401(k), 403(b), pension
- Commercial annuities
- Bank and brokerage accounts
- Any asset with a death benefit
If you or your professional advisors have questions about beneficiary designations, you may contact Kathy Sides, Director of Development, at 631-941-1551 or via email.