Why do people like making planned gifts?
Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.
There are some other exciting but less common gifts — scroll down to learn more!
Popular gifts for the future
See how brothers and friends are choosing to make an impact — often to honor a brother, celebrate their home chapter, or champion Virtue, Diligence, and Brotherly Love.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular gifts for today
These giving paths are popular because they offer a smart, seamless way to align your personal financial goals with your SigEp legacy.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.
Stocks and securities
Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.
Donor Advised Funds
Easily recommend grants to SigEp Educational Foundation for tax-efficient giving.
Cryptocurrency
Donate Bitcoin, Ethereum, and more to save on taxes and make a big impact.
Qualified Charitable Distributions
Use your IRA to make tax-free gifts that benefit you and our mission.
Please let us know if you’ve already included us in your estate plans!
Sharing this news helps us steward your gift faithfully and ensures your impact will be felt by future generations of Balanced Men.
Planned giving helps fuel SigEp Educational Foundation‘s mission
A gift in your will ensures SigEp Educational Foundation can fulfill its mission for decades to come. By including SigEp in your will, you look beyond our current achievements to safeguard the future of our brotherhood.
Frequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Leaving a percentage of your estate is a popular option, as it automatically scales to fit your future financial circumstances.
Yes! While sharing your intentions helps the Foundation plan for the future, we respect your preference if you wish to keep your estate plans private.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes. We recognize that life and financial goals evolve. You always retain full control over your estate plans and can modify your gift whenever you choose.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know