Skip to main content

You are at: Planned Giving > Gift Options > Donor Stories

Donor Stories

Donor Stories

Learn about the impact your legacy gift can make through these possible scenarios.

  • Two reasons to give from my IRA
    Paul Buckwalter, Philadelphia '66, plans to give to SigEp through his IRA for two reasons. "First, because SigEp set me up for success...
    More
  • Bequests are for family, and that includes SigEp
    Mike Kearney, Missouri S&T '61, found his fit with SigEp. Relationships with his brothers - and the lessons they learned...
    More
  • Endowments leave a legacy that lasts
    Greg Pestinger, Kansas State '86, has been deeply involved as a volunteer for KY Beta (University of Louisville) and KS Beta (Kansas...
    More
  • IRA rollover, easy way to help with your IRA
    Edward "Skip" Dahlkamp, San Diego State '63, has been a volunteer with California Delta since the early 2000s. Having worked in the...
    More
  • What will you do with your unspent retirement savings?
    Gene Dewey, University of Arizona '61, was a proud alumnus of Arizona Beta. In administering his estate, Gene wisely used unspent...
    More
  • Bequest to further good work
    Kelly Mankin, Western Michigan University '82, has a special place in his heart for SigEp. Not only is Kelly a proud alum of...
    More
  • Making an even greater impact with current gifts of stock
    Gene Schurg, Davis & Elkins '77, is a former District Governor and current Chairman of the Buc Cup Review Team as well as...
    More
  • A lifetime of giving isn't enough
    Christopher Sacra, Jacksonville '98, is a proud member of SigEp's Legacy Society for choosing to remember SigEp in his estate plans.
    More
  • A debt I can never repay
    William Hydrick, Loyola '85, gives to ensure future brothers have the kind of life-saving relationships that saw him through a difficult time.
    More
  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
    More
  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
    More
  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
    More
  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.
    More
  • Gift of a Bank Account When No Longer Needed (POD)
    Keith has been a faithful supporter of Sigma Phi Epsilon Educational Foundation and makes regular gifts to support our work.
    More
  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an event Sigma Phi Epsilon Educational Foundation held for our donors. They wanted to leave a legacy gift...
    More
  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
    More
  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
    More
  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
    More
  • IRA Rollover: A Gift with Substantial Benefits
    Mark was a retired attorney with a significant IRA and substantial income from investments. He had made IRA rollover gifts to his favorite charity several times in recent years.
    More
  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
    More
  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
    More
  • Avoiding Tax on a Business Sale
    Albert was the founder and sole shareholder of a small technology company that he started 30 years ago. At 65 years of age, he began thinking about selling the business.
    More
  • Using Blended Gifts to Reach Your Charitable Giving Goals
    Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
    More
  • Gifts of Mineral Interests
    Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch.
    More
scriptsknown