What is Planned Giving?

Planned Giving is your commitment to help the Foundation plan for the necessary growth of operations, programs and facilities both during your lifetime and beyond. Through Planned Giving, our donors have an opportunity to impact our younger brothers for many years to come as their gifts continue to perpetuate the scholarships and programming essential to developing a new generation of leaders.

What are Planned Giving opportunities?

• Providing for the Foundation in your will
• Naming the Foundation in a life insurance policy
• Contributing appreciated securities
• Contributing real estate (a second home, vacant lot, undeveloped acreage, etc.)
• Contributing cars, boats, airplanes, collectibles
• Creating a trust
  • A Charitable Remainder Trust (providing lifetime income to you).
  • A Charitable Lead Trust (providing income to the Foundation for a specified number of years, after which the asset returns to your or to your heirs).
• Designating the Foundation as a remainder beneficiary of your IRA, Keogh plan, qualified retirement plan, etc.
• Establishing an endowment fund, either unrestricted or dedicated to a specific program or purpose

Of course, we urge you to discuss these planned giving opportunities with your financial and legal advisors to ascertain which opportunity is the most advantageous to your particular situation.

How can I benefit from Planned Giving?

You make charitable gift because of a desire to support the Foundation. It is our role to enhance this basic motivation, and assist you in achieving this goal. Through a Planned Gift, you will:

• Assist the Foundation financially while your good name and good deeds live on
• Assure the financial security of a spouse, children or grandchildren
• Provide for the relief of financial management of a spouse at one's death
• Provide for the education of children
• Increase spendable income from current assets
• Increase retirement income
• Transfer maximum estate to heirs
• Reduce capital gains taxes on the sale of certain assets
• Reduce current income tax
• Reduce or eliminate federal and state estate and inheritance taxes
• Avoid or minimize probate costs
• Assure adequate liquidity to pay estate taxes

How to begin?

Consult with your attorney, C.P.A., or financial advisor and ask that he contact the Foundation at (800) 332-1897.

As a donor, you will have the security and peace of mind to know that your gift plays a significant role in continuing the positive programming and scholarship that contribute to develop our next generation of leaders in North America. Additionally, your gift can serve as a model to others, as they choose to make their decisions regarding their gift to Sigma Pi.

Additionally, your gift can serve as a model to others, as they choose to make their decisions regarding their gift to Sigma Pi. For more information visit our planned giving opportunities section.