Taking its name from the eternal impact these donors will make with their gifts, the Legacy Society honors the brothers and friends who choose to remember SigEp in their estate plan. Legacy Society donors have documented planned gifts on file with the Sigma Phi Epsilon Educational Foundation.
Already have SigEp in your estate plan? Document your gift.
My Legacy Planner
The Sigma Phi Epsilon Educational Foundation is very pleased to offer you My Legacy Planner. This easy-to-use tool helps you with one of life’s most essential needs, creating a current will or trust. The Foundation has partnered with Fulcrum, Inc., the innovative developer of My Legacy Planner, to offer this tool absolutely free to SigEp members. My Legacy Planner is strictly confidential and encrypted so your personal and private information remains private.
Types of planned gifts
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 can 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.)
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
For more information on planned giving opportunities with the Sigma Phi Epsilon Educational Foundation, please contact our office at firstname.lastname@example.org or (804) 353-1901.
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.