• mySigEp
  • Shop
  • Giving Opportunities

Sigma Phi Epsilon

Building Balanced Men

  • About SigEp
    • Mission Statement
    • Our Chapters
    • Who We Are
      • National Fraternity
        • National Board of Directors
        • Committees and Task Forces
        • District Governors
      • Educational Foundation
      • SigEp National Housing
      • Headquarters Staff
      • Chapter Support
    • Strategic Plan
    • History & Facts
    • Prominent Alumni
    • Get Involved
    • Job Opportunities
    • Contact Us
  • The SigEp Experience
    • Balanced Man Program
    • SigEp Learning Communities
    • National Programs
      • Springboard: A Series to Launch You Into SigEp Leadership
      • National Transition Retreat
      • Carlson Leadership Academies
      • Ruck Leadership Institute
      • Tragos Quest to Greece
      • Career Coaching
      • Life After College
      • Grand Chapter Conclave
      • Live Your Oath
      • Volunteer Training and Resources
    • Service-learning
    • Membership Perks
      • Alumni
        • PCI Oral History Publication
      • Undergraduates
    • Awards
      • 2020-2021 Award Recipients
      • 2021 Conclave Award Recipients
  • Foundation
    • Give
    • Giving Options
      • Annual Fund
      • Board of Governors
      • Founders Day of Giving
      • Stock, Mutual Fund Gifts
      • Matching Gifts
      • Legacy Society
      • IRA Gifts
      • Donor Advised Fund Gifts
    • Grants & Scholarship Funds
      • Balanced Man Scholarships
      • Tuition Scholarships
      • Chapter Investment Funds (CIFs)
      • Restricted Fund Policies
  • Resources
    • Chapter Officers
    • Volunteers
      • Alumni Communication Program
      • Volunteer Training and Resources
    • Parents
    • SigEp National Housing
    • Recruitment
      • Vice President of Recruitment
      • Mentor for Recruitment
      • Substance-free Facilities
    • Substance-free Facilities
    • Member Safety
    • Officer Elections & Transitions
    • Standards & Bylaws
    • Off Script, On Purpose
    • Marketing & Branding
    • Social Media
  • Journal
    • Features
    • Fraternity News
    • Red Door Notes
    • Our Very Own Balanced Men
    • Chapter News
    • Alumni & Volunteer News
    • Educational Foundation
    • Commentary
    • In Memoriam
    • Press Releases
  • Search
  • Give
  • /
  • Volunteer
  • /
  • Join
  • /
  • Learn More
  • About SigEp
    • Mission Statement
    • Our Chapters
    • Who We Are
      • National Fraternity
        • National Board of Directors
        • Committees and Task Forces
        • District Governors
      • Educational Foundation
      • SigEp National Housing
      • Headquarters Staff
      • Chapter Support
    • Strategic Plan
    • History & Facts
    • Prominent Alumni
    • Get Involved
    • Job Opportunities
    • Contact Us
  • The SigEp Experience
    • Balanced Man Program
    • SigEp Learning Communities
    • National Programs
      • Springboard: A Series to Launch You Into SigEp Leadership
      • National Transition Retreat
      • Carlson Leadership Academies
      • Ruck Leadership Institute
      • Tragos Quest to Greece
      • Career Coaching
      • Life After College
      • Grand Chapter Conclave
      • Live Your Oath
      • Volunteer Training and Resources
    • Service-learning
    • Membership Perks
      • Alumni
        • PCI Oral History Publication
      • Undergraduates
    • Awards
      • 2020-2021 Award Recipients
      • 2021 Conclave Award Recipients
  • Foundation
    • Give
    • Giving Options
      • Annual Fund
      • Board of Governors
      • Founders Day of Giving
      • Stock, Mutual Fund Gifts
      • Matching Gifts
      • Legacy Society
      • IRA Gifts
      • Donor Advised Fund Gifts
    • Grants & Scholarship Funds
      • Balanced Man Scholarships
      • Tuition Scholarships
      • Chapter Investment Funds (CIFs)
      • Restricted Fund Policies
  • Resources
    • Chapter Officers
    • Volunteers
      • Alumni Communication Program
      • Volunteer Training and Resources
    • Parents
    • SigEp National Housing
    • Recruitment
      • Vice President of Recruitment
      • Mentor for Recruitment
      • Substance-free Facilities
    • Substance-free Facilities
    • Member Safety
    • Officer Elections & Transitions
    • Standards & Bylaws
    • Off Script, On Purpose
    • Marketing & Branding
    • Social Media
  • Journal
    • Features
    • Fraternity News
    • Red Door Notes
    • Our Very Own Balanced Men
    • Chapter News
    • Alumni & Volunteer News
    • Educational Foundation
    • Commentary
    • In Memoriam
    • Press Releases
  • Search
  • mySigEp
  • Shop
  • Giving Opportunities
Home / About SigEp / Who We Are / Educational Foundation / Giving Opportunities / Legacy Society / Bequests

Bequests

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 Matt Andrew, Chief Development Officer at 804.357.9637 or matt.andrew@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.

Sigma Phi Epsilon Fraternity

310 South Arthur Ashe Boulevard
Richmond, VA 23220
(804) 353-1901

Contact our staff.

About SigEp

  • Mission Statement
  • Who We Are
  • Our Chapters
  • Chapter Support

The SigEp Experience

  • Awards
  • History & Facts
  • Programs

Resources

  • Chapter Officers
  • Volunteers
  • Help Documentation