Legacy Society

Legacy Society EmblemLaunched in 1994, the Legacy Society recognizes and honors the many benefactors who have made enduring gifts by including Stevens Institute of Technology in their financial or estate plans. Stevens was actually founded with a significant bequest from Edwin A. Stevens, and it is therefore all the more fitting to recognize and celebrate the original foresight and support of the Stevens family through membership in the Legacy Society. Through gift planning, you help assure the University will accumulate and deploy the financial resources that enable us to operate and grow a premier institution training and educating the next generations of technologists and problem-solvers who will address the world's complex problems. Membership in the Society involves no dues, obligations, nor solicitations, but does allow us to thank you and recognize you for the thoughtful plans you have made. 

CRITERIA FOR MEMBERSHIP

When you establish a charitable gift annuity or a charitable remainder trust with Stevens, or notify us in writing that you have established a trust, bequest or other planned gift for the University, you immediately become eligible for membership in the Legacy Society. Your planned gift may be for any amount, and your gift may either be unrestricted or designated for a specific program.


RECOGNITION

To acknowledge your thoughtfulness and generosity, as a member of the Legacy Society you receive an inscribed certificate and lapel pin, special mention in Stevens publications and invitations to special members-only events.


WAYS TO MAKE YOUR GIFT

Membership in the Legacy Society is open to those who have made long-range commitments to Stevens Institute of Technology. There are many ways to incorporate Stevens into your financial and estate planning:

  • A bequest by will or living trust, through which you can make an impact on future generations
  • The gift of a life insurance policy, whether a policy no longer needed for its original purpose or a new policy enabling a substantial future gift at a very modest annual cost
  • A gift of retirement plan assets which would otherwise be subject to potential 'double taxation,' limiting their value to your heirs
  • A Charitable Gift Annuity, providing lifetime income to you (or whomever you choose) as well as income and estate tax savings
  • A Charitable Remainder Trust, providing lifetime income for you (or whomever you choose), income and estate tax savings, and the avoidance of capital gains taxes on highly appreciated property
  • A Charitable Lead Trust, an intergenerational wealth-transfer tool that enables you to both provide for your heirs and give to Stevens – while also sharply reducing gift and estate taxes.


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.

Featured Initiatives

  • Stevens Fund

    The Stevens Fund is one of the best ways to actively invest in the future of Stevens Institute of Technology. By contributing to this flexible fund, you allow Stevens to address both immediate and long-term needs, opportunities, and initiatives that enrich the University for all...... read more >>

  • awards gala banner

    Stevens Awards Gala

    On April 6, Stevens celebrates the accomplishments of 13 remarkable alumni and friends at Gotham Hall in Midtown Manhattan during the first Stevens Awards Gala. This historic evening will include a special surprise awardee.....Read More>>

  • Scholarship

    Student financial aid support through scholarships is a top priority at Stevens. Each year, alumni and friends graciously create and fund new scholarships in order to help deserving students realize their dreams and maximize their academic potential. You can join them..... read more >>