Planned Giving

Class Reunion Legacy Giving

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You can make a significant gift to Stevens for your milestone reunion while providing yourself and/or your beneficiaries an income stream.

A planned gift for Stevens enables alumni to obtain milestone reunion class credit for life-income gifts starting with the 40th reunion.

Gifts in the form of a charitable gift annuity are eligible for Reunion Giving class credit.

Heading for your 40th Reunion or beyond? Learn how you can make a significant gift for your milestone reunion while providing for yourself and/or your beneficiaries through a life-income gift.

High Points

  • Life-income gifts allocated to milestone reunions beginning with the 40th are eligible for class reunion gift credit.
  • Life-income gifts count for participation and gift credit in the specified milestone reunion year. Donors are encouraged to continue their participation in annual giving in other years.
  • Life-income gifts ultimately support Stevens upon the death of the last beneficiary. Donors can direct the deferred gift to the fund or program of their choosing.
  • Gifts may be made before the reunion year and must be paid by June 30 of the reunion year to receive credit to the class’s reunion.
  • Please contact the Planned Giving team for a custom proposal to see the many options available.
  • Outside trusts and bequests are also eligible for credit!
  • Donors should contact the Planned Giving team if they have already included Stevens in their estate plan or already named, or are interested in naming, Stevens as a beneficiary of an outside trust.

 


I wanted to express my gratitude to Stevens for my preeminent education and for being a part of its current mission of providing outstanding education to young people. The gift annuity provides a current income stream at a good market rate for life while ensuring a gift has been made and the school can immediately realize certain current value.
Alfred (Al) Filskov Jr. ’61

Donor Stories and Testimonials


 

Gift Annuity Rates

Reunion Rate
45th 5.9%
50th 6.6%
55th 7.4%
60th 8.6%
65th 9.5%

 

The American Council on Gift Annuities rates as of January 1, 2024. For more information on the new rates, click here. For a customized estimate on a CGA, use our online gift calculator or contact us.

This information is offered for general informational and educational purposes. The figures cited are accurate at the time of writing. State law may affect the results illustrated. This is not legal advice. Any prospective donor should seek the advice of a qualified estate and/or tax professional to determine the consequences of their gift. Charitable gift annuities with Stevens are not available in all states.

Could a class reunion legacy gift work for you?
Please contact us.

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