Planned Giving
Make a lasting impression on SigEp!
Your lifetime of service to SigEp does not have to end.
Investments of cash in SigEp are always appreciated. However, there are other flexible and creative ways to benefit you, your family and Sigma Phi Epsilon. You may leave a legacy with SigEp by creating a trust while you are living or by including the Educational Foundation in your will.
Appreciated securities are an excellent way of funding many of these gifts, often unlocking greater income while eliminating, or at least reducing, capital gains tax.
(See the Planned Giving Glossary for a definition of capital gains tax and other relevant terms.)
My Legacy Planner
If you need assistance to establish a will or trust, take a look at My Legacy Planner, an estate planning tool offered free to SigEp brothers. You'll find it user-friendly and helpful for your planned giving needs. | More
Bequests
One of the simplest ways to support SigEp's future, a bequest provides a gift to the Sigma Phi Epsilon Educational Foundation in your will. | More
Charitable Gift Annuities
An agreement between you and the Sigma Phi Epsilon Educational Foundation that provides you with regular fixed payments annually (an annuity) for life in exchange for transferring assets to the Foundation. | More
Charitable Remainder Trusts
An agreement between you and a trustee that can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to the Sigma Phi Epsilon Educational Foundation. | More
Charitable Lead Trusts
An agreement between you and a trustee that provides income to the Foundation for a period of years, at the end of which the trust property typically passes to an heir. | More
Retirement Assets and Life Insurance
Read information about using these assets as a gift to the Educational Foundation. | More
Planned Giving Glossary
Definitions of some words and phrases that are used when discussing planned giving. | More
Important note: The information provided here is not intended as legal advice. Please always consult your personal financial advisor, attorney, or CPA for the best possible solutions for your specific needs.
For more information on planned giving opportunities with the Sigma Phi Epsilon Educational Foundation, please contact our office at foundation.info@sigep.net or (804) 421-GPA1 (4721).
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