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    • Mission Statement
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      • National Fraternity
        • National Board of Directors
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      • 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
      • Monthly Executive Development
      • 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 & Resources
    • Service-learning
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      • 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
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      • Board of Governors Weekend Details
      • Board of Governors Weekend FAQ
  • Resources
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      • Volunteer Training & Resources
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      • Mentor for Recruitment
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    • Substance-free Facilities
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    • Standards & Bylaws
    • Off Script, On Purpose
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Home / About SigEp / Who We Are / Educational Foundation / Giving Opportunities / Legacy Society / Retirement Assets and Life Insurance

Retirement Assets and Life Insurance

Retirement Assets

Retirement assets, if left to anyone other than a spouse, may be subject to very high taxation.  However, by designating the Educational Foundation as a recipient of any benefits remaining in your retirement plan, you may effectively reduce the taxes on those assets.

Life Insurance

Some alumni value the great role Sigma Phi Epsilon has played in their lives and make the Sigma Phi Epsilon Educational Foundation the beneficiary of their life insurance policy.

Alumni can also transfer ownership of a life insurance policy to the Foundation and make an annual gift to continue premium payments. This gift provides an immediate tax deduction equal to the cash value of the policy at the time of transfer and the annual gift of the premium is deductible in full.

For more information or to set up either of these gifts, contact:

Sigma Phi Epsilon Educational Foundation
Kief House
310 South Arthur Ashe Blvd.
Richmond, Virginia 23220
phone: 804.353.1901
Email: foundation@sigep.net

Sigma Phi Epsilon Fraternity

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

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