Taking its name from the eternal impact these donors will make with their gifts, the Legacy Society honors those brothers and friends who choose to remember the Sigma Phi Epsilon Educational Foundation in their estate plan. Legacy Society donors document their planned gift by naming the Sigma Phi Epsilon Educational Foundation as beneficiary of estate gifts such as bequests, life insurance policies, charitable remainder trusts, charitable gift annuities, living revocable trusts, or various retirement plans. Legacy Society Donors are recognized by adding their name to the Richard Henning Legacy Society Wall at Kief House as well as in SigEp publications.
Donors who wish to join the Legacy Society can document their planned gifts by using sample language in their bequest or by completing the Legacy Society Confirmation Form.
Most common types of planned gifts
There are flexible and creative ways to join the legacy society and benefit you, your family and Sigma Phi Epsilon. Here are a few of the most common ways:
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. | View suggested language
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.