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Donor Stories

Donor Stories

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

  • A debt I can never repay - Using a beneficiary designation to make a final gift to SigEp
    Bill Hydrick, Loyola '85 (Louisiana Gamma). "A wise SigEp said, 'I am making payments on a debt I can never repay.' I understand that...
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  • 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...
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  • 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...
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  • 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...
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  • 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...
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  • 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...
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  • 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...
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  • 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...
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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...
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  • 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.
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  • 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.
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  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
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  • 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.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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  • 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.
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  • 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.
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  • 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.
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  • Gifts of Mineral Interests
    Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch.
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