Each of us has benefited from our membership in Sigma Nu. Your investment in Sigma Nu will ensure that future generations also have the opportunities and benefits of membership in The Legion of Honor. Every outright or planned gift helps us achieve the bold initiatives designated for this campaign.
Tax-Deductible Giving
As a 501(c)(3) organization, all contributions to the Sigma Nu Educational Foundation are tax-deductible to the extent allowed by law. Outright gifts provide immediate funding for the current needs of the campaign. Deferred gifts are useful for financial and estate planning. You may indicate whether your gift is for immediate use or to establish a permanently endowed fund. Gifts may be either unrestricted or restricted for a specific purpose.
Five-Year Pledges
While donors are encouraged to provide early and generous support, donations may be made over a five-year pledge period. The Educational Foundation will send payment reminders each year. In addition, donors who make a total five-year pledge of at least $5,000 are eligible for membership in the 1869 Founders Circle.
Gifts of Stock
A contribution of appreciated securities is an excellent way to enhance your giving capacity. Gifts of stock enable a charitable income tax deduction for the full market value at the time of the gift as well as avoidance of the capital gains tax. Your tax or investment advisor can provide more information about the tax advantages, and the Educational Foundation can help facilitate your stock donation.
Matching Gifts
If your employer offers a matching gift program, you may be able to double your contribution to the campaign. Your generous support of the Educational Foundation can go even further and, you receive credit for your employer’s matching gift. Please include a matching gift form with your pledge form.
Honorary and Memorial Gifts
For a unique and fitting tribute to a friend or loved one, consider a gift to the Educational Foundation in honor or in memory. To make a commemorative gift, please include the following information with your contribution: name and chapter of honoree; name and address of family to which the acknowledgment will be sent; your name, address, chapter, phone number, and any message you might want to include. The Foundation staff will forward notes to the family or honoree as requested in your contribution.
Gift Planning
Gift Planning allows our members to make a significant contribution to Sigma Nu without interrupting current cash flow needs. Gift Planning provides significant tax benefits and often include lifetime income for you and your family. Consider a bequest, paid-up life insurance policy, charitable gift annuity, charitable remainder trust, charitable lead trust, or naming the Sigma Nu Educational Foundation as a beneficiary of a 401K plan. More than 100 brothers and/or their spouses have told us of their planned gift and are acknowledged as members of The Yates Legacy Society.
For more information about planned giving, please visit the gift planning pages of our web site.
How to Make a Gift
Should you have any questions please contact Brad Hastings at the Sigma Nu Educational Foundation at (540) 463-1869, e-mail: brad.hastings@sigmanu.org, or our campaign leadership.
