GiftPlanning
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Your Act of Generosity, SigEp's Longevity

With gift planning, you can provide long-lasting support for the Sigma Phi Epsilon Educational Foundation while enjoying financial benefits for yourself.

Gift Planning

You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give

You can give to Sigma Phi Epsilon Educational Foundation directly or through a gift model that can provide tax benefits. Click on a gift model below to learn more.

  • Bequest
    You designate Sigma Phi Epsilon Educational Foundation as the beneficiary of your asset by will, trust, or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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  • Blended Gifts
    There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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  • Gift and Bequest
    A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support SigEp today and make a lasting future impact.
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  • Endowment Gifts
    An endowment is a fund you can create now or in the future to achieve the impact you desire.
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