Gifts from Retirement Plans at Death
How It Works
- You name Stevens as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Stevens
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Stevens
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Contact Us
Michael Governor
Senior Director of Planned Giving
Email: michael.governor@stevens.edu
Office: 201-216-8967
Mobile: 201-388-8802
Stevens Institute of Technology
1 Castle Point Terrace
Hoboken, NJ 07030
Federal Tax ID number: 22-1487354
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