Planned Giving
When Edwin A. Stevens founded and endowed Stevens Institute of Technology in 1870, he created a lasting memorial to his ideals. His legacy — perpetual exploration of the frontiers of engineering, science and management — has inspired generations of the institution’s friends and alumni to follow his lead. As a result, bequest provisions and other planned gift arrangements have played an important role throughout the history of Stevens, and continue to provide the resources essential to its future.
You, too, can make a gift that leaves a lasting personal legacy of support at Stevens. There are many types of charitable arrangements allowing you to support Stevens long into the future, while also providing considerable tax benefits and/or income to you in the present. Please use the tools and resources on this web site to find the gift that is right for you, and feel free to contact us anytime. We are pleased to discuss the available options with you and your advisors—in confidence and without obligation—and to provide assistance in making informed decisions about your giving.
The IRA Charitable Rollover Is Back!: GOOD NEWS: The recently passed American Taxpayer Relief Act of 2012 included an extension of IRA Charitable Rollover for 2012 and 2013!
Life Income Gifts: Many donors elect to make arrangements during their lifetimes that assist Stevens while also enabling the donors to continue receiving income.
Charitable Lead Trusts: Ideal for those with large estates wishing to preserve certain assets for heirs.
Bequests: A bequest is a simple, straightforward way to make a lasting gift to Stevens.
Life Insurance and Retirement Accounts: Life insurance policies and retirement plan assets are often overlooked as means of charitable support. We can help you explore these opportunities.
Resources for Advisors: We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support Stevens.
Find Tax Facts: Gifts to Stevens are deductible at the highest limits allowed for federal income or estate tax purposes.
Recognition: The Legacy Society was founded in 1994 to recognize and thank donors who have generously included Stevens in their financial and estate plans.
Stevens employees and representatives do not offer legal or financial advice, and we encourage prospective donors to consult with their own professional advisors before making decisions based on information we provide. Please feel free to e-mail us directly for information or assistance on a confidential basis.
Contact Information
For answers to your estate and gift planning questions, please contact Michael Governor, Director of Planned Giving, at (201) 216-8967 or michael.governor@stevens.edu.
