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“I am particularly proud of my research and advanced degrees from Stevens and pleased to be in a position to give back. To me, the marine research being conducted at Stevens’ Davidson Laboratory is exceptional, important and the inspiration for my choice to invest in the university’s future.”
John E. Marriott M.Eng. ’96 & ’06
Support Stevens with Gifts from Retirement Plans Retirement-plan benefits are likely a significant portion of one’s net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift. Such gifts can be made after (OPTION 1) and/or during (OPTION 2) a donor’s lifetime.
1 ESTATE GIFTS OF RETIREMENT PLANS How it Works
2 LIFETIME GIFTS OF RETIREMENT PLANS
• Name Stevens as beneficiary for part or all of your retirement-plan benefits. • Funds are transferred by your plan administrator after your lifetime.
Benefits • No federal income tax is due on the funds that pass to Stevens. Funds are transferred by your plan administrator after your lifetime. • No federal estate tax on the funds. • Make a significant gift for the program(s) you support at Stevens.
Special note • Call or email us to tell us of your intent, and we will assist you with the details of your beneficiary designation of Stevens.
• Special note: Stevens is watching for news of Congress’ possible reauthorization of the Charitable IRA Rollover, a popular way individuals age 70.5 and up can make tax-free distributions directly to charity from qualified retirement plans. We will send news to all interested parties if/when the provision is renewed. • Without the Charitable IRA Rollover it can be advantageous for some to withdraw funds from a retirement plan and make a gift of some or all of those funds to support Stevens. Contact us or visit stevens.giftplans.org to learn more.
CONTACT FOR MORE INFORMATION
Michael Governor, Director of Planned Giving:
201-216-8967or Michael.Governor@stevens.edu Visit: stevens.giftplans.org DISCLAIMER The information is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Stevens. We would be pleased to discuss, in confidence, ways in which you may support Stevens.