What are ways to make a Legacy Gift?
How do you get started?
Please contact Starbridge by phone at (585) 224-7247 or email firstname.lastname@example.org.
“My involvement with the Board educated me about the negative effects learning disabilities can have on our young people – dropping out of school, drug abuse, juvenile delinquency, and unemployment. The statistics are staggering and I knew I needed to help in some way. By designating Starbridge as a beneficiary on one of my life insurance policies, I know that I’ll be giving children a good start in life.”
~ Lynn M. Carleton
Starbridge Legacy Giving Advisory Council
Our Advisory Council consists of experts in law, tax, and finance and can provide guidance to you about the options listed above.
Ms. Carleton administers trusts and estates as well as custody and investment management accounts. Ms. Carleton is a certified Trust & Financial Advisor (CTFA), Certified Special Needs Planner (CSNP), and completed coursework required for financial planning certification from the New York State Bankers Association School for Estate and Trust Administration.
Mr. Diluigi’s practice includes high net-worth individuals, estate and trust administration, home builders, medical and professional services, and real estate management. Mario was recently recognized by the National Association of Estate Planners & Councils (NAEPC) and given the Accredited Estate Planner (AEP) designation.