Thanks & Recognition

We appreciate all of our donors, whether they are alumni, parents or friends of Sigma Nu they mean the world to us. No matter the size of the gift the commitment and generosity does not go unnoticed.

Paying It Forward for the Next Generation

With an appreciation for the work Sigma Nu does, and the difference Sigma Nu makes in the lives of young men, John Hearn is using his estate plan to make a lasting impact on future Brothers. More»

The 1869 Club

The 1869 Club is the Sigma Nu Educational Foundation's undergraduate giving society. The 1869 Club honors undergraduates who have supported the Sigma Nu Educational Foundation.  More»

Pathway of Honor

The Pathway of Honor is an inspirational addition to the Sigma Nu Headquarters Shrine that celebrates knights of our great Fraternity.  More»

Memorial Flag Pavilion

The Memorial Flag Pavilion, part of the Pathway of Honor, serves as a fitting and lasting tribute to honor all Canadian and American Sigma Nu Servicemen.  More»

Cumulative Giving Societies

The cumulative giving societies recognize donors whose cumulative support of the Sigma Nu Educational Foundation has reached $5,000 or more. Such generosity demonstrates an extraordinary commitment to the educational and philanthropic missions of the fraternity.  More»

The Yates Legacy Society

The Yates Legacy Society was established in 2000 to honor Brother William P. "Bud" Yates (Beta Rho/Pennsylvania) whose sizable bequest to Sigma Nu in 1945 resulted in the formation of the Sigma Nu Educational Foundation. This society is for donors who have included Sigma Nu in their estate planning.  More»

The Omega Society

Members of the Omega Society have pledged to "pay off" the mortgage and create a maintenance fund for the Sigma Nu Headquarters Shrine. More»

The Summit

The Summit honors brothers who have made unrestricted gifts to the Sigma Nu Educational Foundation to help us reach "The Summit".  More»

A charitable bequest is one or two sentences in your will or living trust that leave to Sigma Nu Educational Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I give, devise and bequeath (the sum of/percentage of/residue of my estate) to the Sigma Nu Educational Foundation, Inc., a not-for-profit corporation with principal offices in Lexington, Virginia, to be utilized for the general benefits of the Sigma Nu Foundation, Inc. (for specified program of the Foundation)."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Sigma Nu or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Sigma Nu as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Sigma Nu as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Sigma Nu where you agree to make a gift to Sigma Nu and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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