More and more alumni and friends choose to reach beyond their lives to give to the future by making a bequest to the Foundation in their will. Gifts to the Foundation are deductible in determining the value of your estate and can reduce your estate tax liability. If you plan to make a charitable gift by will, please consult with your attorney and be as clear as possible in describing what you want given to whom. 
 
We are grateful to those who name the Sigma Phi Epsilon Educational Foundation in their wills and would like the opportunity to thank you both privately and publicly by listing your name on our donors listing. If you prefer to remain anonymous, your gift will be kept in complete confidence. However, recognition of your gift can encourage others to do the same. We honor each donors wishes individually because we appreciate your support. 

Suggested Legacy Society Language

Below is suggested language to use when crafting a will or planned gift. It is our goal to use your generous gift(s) in a manner that fits your intentions and maximizes your influence on Sigma Phi Epsilon to build Balanced Leaders for the World’s Communities.

• For a Legacy Society unrestricted gift for the Sigma Phi Epsilon Educational Foundation endowment: I give, devise and bequest to the Sigma Phi Epsilon Educational Foundation 310 South Arthur Ashe Boulevard, Richmond, VA 23220, ______ percent (XXX%) of my estate. The Federal Tax Identification Number of the Sigma Phi Epsilon Educational Foundation is 54-6053821. Should circumstances later render it impossible or impractical to use this gift for the purpose herein designated, then the Trustees of the Sigma Phi Epsilon Educational Foundation may use the gift for other purposes adhering as closely as possible to my/our original intent.
• For a Legacy Society unrestricted gift to establish a named leadership endowment fund ($10,000 minimum): I give, devise and bequest to the Sigma Phi Epsilon Educational Foundation 310 South Arthur Ashe Boulevard, Richmond, VA 23220, the sum of $XX,XXX.XX dollars, or XXX% percentage of my estate. The sum shall be held by the Directors of the Foundation as a named fund known as the “_____________________ Leadership Fund” (“Fund”). The Fund shall be held as a permanent endowment, the income from which will be used to support undergraduate development. The Federal Tax Identification Number of the Sigma Phi Epsilon Educational Foundation is 54-6053821. Should circumstances later render it impossible or impractical to use this gift for the purpose herein designated, then the Trustees of the Sigma Phi Epsilon Educational Foundation may use the gift for other purposes adhering as closely as possible to my/our original intent.“

For more information on making a planned gift please contact Benjamin R. Rose, JD, Wyoming ’13, Executive Director of Advancement at 804.393.8799 or ben.rose@sigep.net.

The information on this website is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.