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Sigma Phi Epsilon

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  • 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
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Home / About SigEp / Who We Are / Educational Foundation / Giving Options / IRA Gifts

IRA Gifts

If you are 70½ years old or older, you can take advantage of a simple way to benefit the Sigma Phi Epsilon Educational Foundation and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as SigEp without having to pay income taxes on the money.

This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution (QCD).

Why consider an IRA gift?

  • Your gift will be put to use today, allowing you to see the difference your donation is making.
  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
  • If you reached the age of 70½ on or before Dec. 31, 2019, you can use your gift to satisfy all or part of your required minimum distribution for the year. If you turned 70½ on or after Jan. 1, 2020, you can use your gift to satisfy all or part of your required minimum distribution starting at the age of 72.
  • Qualified charitable distributions are excluded from a donor's adjusted gross income, reducing annual income. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.
  • Prospective donors should consult their tax advisor before making any charitable distributions from IRAs.

What do I need to do to make my gift?

Contact your IRA custodian to make the request or utilize our form letter to mail your request.

For questions, contact Korey Gardner, Director of Advancement Services at korey.gardner@sigep.net or 804.385.7066.

Sigma Phi Epsilon Fraternity

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Richmond, VA 23220
(804) 353-1901

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