• mySigEp
  • Join SigEp
  • 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
      • Join SigEp
      • Refer an undergrad
      • Giving Opportunities
      • Volunteer
    • 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
    • Service-learning
    • Membership Perks
      • Alumni
        • PCI Oral History Publication
      • Undergraduates
  • 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
    • 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
      • Join SigEp
      • Refer an undergrad
      • Giving Opportunities
      • Volunteer
    • 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
    • Service-learning
    • Membership Perks
      • Alumni
        • PCI Oral History Publication
      • Undergraduates
  • 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
    • 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
  • Join SigEp
  • Shop
  • Giving Opportunities
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.

Transferring Stock and Mutual Funds

To make a transfer gift of individual stock or mutual funds, 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

**Please note that the transfer of mutual funds is a more involved process than gifting individual shares of stock, including several additional administrative steps, and can take significantly longer to complete. We appreciate your patience and ask that you plan accordingly.

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

  • Programs
  • Join SigEp
  • History & Facts

Resources

  • Chapter Officers
  • Volunteers
  • Help Documentation
  • Privacy Policy
A "Login to mySigEp" button, allowing you to access SigEp's member and alumni/volunteer portal.