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  • About SigEp
    • Mission Statement
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      • 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)
  • 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
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    • Chapter News
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Home / About SigEp / Who We Are / Educational Foundation / Giving Opportunities / Stock, Mutual Fund Gifts

Stock, Mutual Fund Gifts

The following instructions are for transferring gifted shares of individual securities or mutual funds to the Sigma Phi Epsilon Educational Foundation. While transfers of individual securities are much faster and less complex than transfers of mutual fund shares, we appreciate ALL generous contributions to the Foundation.

Individual Stock

To make a transfer gift of individual stock, have your broker follow these instructions:

Deliver to:

Mandi Quicke
Operations Manager
Granite Wealth Management
5701 Patterson Ave., Ste. 101
Richmond, VA 23226
Office: (804) 362-9010
Direct: (804) 362-9011
Fax: (804) 362-9019
Mandi@GraniteWM.com

DTC: 0141
Account title: Sigma Phi Epsilon Educational Foundation
Account number: 37617936

** Please notify the Educational Foundation by letter and/or email regarding the name of the donor, the specific gift (date and shares gifted), and the intended fund (i.e., General Fund or Chapter Scholarship Fund, etc.)

Sigma Phi Epsilon Educational Foundation
310 S. Arthur Ashe Boulevard
Richmond, VA 23220

Korey Gardner
korey.gardner@sigep.net

Mutual Fund Shares

To make a transfer gift of mutual fund shares, please contact the Educational Foundation by email, letter, or phone with the following information:

-Donor Name

-Number of shares, ticker, and name of mutual fund to be transferred

-Contact info at current broker (individual name, firm name, phone &/or email)

Any bank-issued commissions, fees, gains or losses between donation and sale are passed directly to the restricted fund.

**Please note that the transfer of mutual funds is a much more involved process than gifting individual stocks, including several additional administrative steps, and can take significantly longer (several weeks) to complete. We appreciate your patience and ask that you plan accordingly regarding year-end gifts of mutual fund shares. We recommend that you begin the transfer before Thanksgiving if the year of the contribution is important.

Sigma Phi Epsilon Fraternity

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

Contact our staff.

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