Resources for Advisors

We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support Stevens. The Stevens Office of Development provides a range of charitable gift planning options and services. Please note that Stevens employees and representatives do not offer legal or financial advice, and we encourage prospective donors to consult with professional advisors when making decisions based on information we provide. Please feel free to e-mail us directly anytime for further information and assistance on a confidential basis.

Resources

Use our self-help gift calculator to demonstrate potential benefits of a charitable gift annuity or charitable trust for your clients.

Legal Name, Tax ID, and Tax Exempt Information

If you plan to include Stevens in your estate planning documents for your clients, our legal name and corporate title is "The Trustees of the Stevens Institute of Technology."

Stevens Tax ID

Our Tax Identification number is 22-1487354.

Tax Exempt Information

Stevens, as represented by our legal name of "The Trustees of the Stevens Institute of Technology," is a tax-exempt 501(c)(3) organization. Stevens' tax exempt status is documented by a certificate issued by the Internal Revenue Service and Department of the Treasury. To receive a copy of this certificate, call (201) 216-8967 or send an e-mail to michael.governor@stevens.edu.

View Sample Bequest Language to include in your client's estate planning documents.

Estate Distribution Information

Correspondence and distribution checks related to a deceased donor should be directed to:

Michael Governor
Director of Planned Giving
Stevens Institute of Technology
Howe Center, 13th Floor
1 Castle Point on Hudson
Hoboken, NJ 07030

For answers to estate and gift planning questions, please contact Michael Governor at (201) 216-8967 or michael.governor@stevens.edu

 

 

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