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WAYS TO GIVE

Giving to the SAE Foundation is a recommitment to our brotherhood. By donating you are choosing to invest in the future of SAE.

The Sigma Alpha Epsilon Foundation holds each of our donors in the highest regard and has established multiple opportunities to allow individuals to determine how they would like to give. On behalf of everyone who benefits from your generosity, thank you for your gift.

ONLINE DONATION

Online donations can be made to the Annual Loyalty Fund, Chapter Funds and National Scholarships. To choose a giving initiative please click the link to the right.

Donations can either be one-time gifts or donors can join the Phoenix Circle with a monthly recurring gift of at least $25.00. Recurring gifts can be split between the Annual Loyalty Fund and Chapter Education Funds.

Amazon Smile

The SAE Foundation is enrolled in the Amazon Smile program. To support SAE this way, login to your Amazon account and select Sigma Alpha Epsilon Foundation as your Amazon Smile charity. Be sure to always use the link to the right when shopping to ensure that 0.5% of your eligible purchases go back to SAE!

ANNUAL LOYALTY FUND

The SAE Annual Loyalty Fund is the annual giving program of the Sigma Alpha Epsilon Foundation. Your donation will be unrestricted, meaning that the money will go to the area with the greatest need. The Annual Loyalty Fund prepares our young men for life, provides scholarships and leadership opportunities, and preserves the Levere Memorial Temple.

PHOENIX CIRCLE

Support Sigma Alpha Epsilon both locally and nationally. Join the Phoenix Circle with a monthly gift of at least $25 which can be split between the Annual Loyalty Fund and your chapter’s education fund.

STOCK GIFTS

The following instructions are for transferring gifted shares of individual securities or mutual funds to the Sigma Alpha Epsilon Foundation. We appreciate ALL generous contributions to the Foundation.

Individual Stock

How to make a stock gift

Step 1: Contact your broker and provide the following information
Transfer to: Pershing LLC (Byline Bank)
Contact: Sean Cavanagh, scavanagh@bylinebank.com
F/C to: Byline Bank
F/F/C to: Sigma Alpha Epsilon Foundation
A/C number: ABM – 280025
DTC number: 0443
Tax ID: 36-2170145

Step 2: Email the Sigma Alpha Epsilon Foundation with the following information
Name and address of the donor
Date of the stock transfer
Name of stock and number of shares transferred
Mean value per share on the date of transfer

Contact Information: foundation@sae.net

Mutual Fund Shares

To make a transfer gift of mutual fund shares, please contact the Foundation with the following information:

  • Donor name
  • Number of shares, ticker, and name of mutual fund to be transferred
  • Contact info at current broker (individual name, firm name, phone and/or email)

Contact Information: foundation@sae.net

**Please note that the transfer of mutual funds is a much more involved process than gifting individual stocks and can take significantly longer (several weeks) to complete. We appreciate your patience and ask that you plan accordingly regarding year-end gifts of mutual fund shares. We recommend that you begin the transfer before Thanksgiving if the year of the contribution is important.

Planned Gifts

The Heritage Society honors brothers who choose to remember SAE in their estate planning. Heritage Society donors have documented planned gifts on file with the Sigma Alpha Epsilon Foundation.

Already have SAE in your estate plan? Document your gift. Please contact foundation@sae.net or send a letter to 1856 Sheridan Rd, Evanston, IL 60201 to be recognized as a member of the Heritage Society.

Types of Planned Gifts

Investments of cash are always appreciated. However, there are other flexible and creative ways to benefit you, your family, and Sigma Alpha Epsilon. You can leave a legacy with SAE by creating a trust while you are living or by including the Foundation in your will.

Bequests

One of the simplest ways to support SAE’s future, a bequest provides a gift to the Sigma Alpha Epsilon Foundation in your will. 

More and more alumni choose to reach beyond their lives to give to the future by making a bequest to the Foundation in their will. Gifts to the Foundation are deductible in determining the value of your estate and can reduce your estate tax liability. If you plan to make a charitable gift by will, please consult with your attorney and be as clear as possible in describing what you want to give and to whom.

We are grateful to those who name the Sigma Alpha Epsilon Foundation in their wills and would like the opportunity to thank you both privately and publicly by including your name on our donor list. If you prefer to remain anonymous, your gift will be kept in complete confidence. However, recognition of your gift can encourage others to do the same. We honor each donor’s wishes individually because we appreciate your support.

Life Insurance

You can designate Sigma Alpha Epsilon Foundation as a beneficiary under your life insurance policy. Policy proceeds distributed to a nonprofit such as the SAE Foundation are exempt from estate tax.

Retirement Plans

Much like life insurance plans, you can designate Sigma Alpha Epsilon Foundation as a beneficiary of your retirement plan.

Real Estate

Sigma Alpha Epsilon Foundation accepts gifts of real estate from donors. A gift of real estate to a nonprofit gives the donor an income tax deduction equal to the appraised fair market value of the property, with no capital gains tax due on the transfer. The value of the property will be added to the donor’s record and included in his lifetime giving amount. The SAE Foundation will either sell the property or keep it for its own use.

Matching Gifts

As a donor to Sigma Alpha Epsilon Foundation, you may be able to double or even triple the impact of your outright gift if your employer or your spouse’s employer offers a matching gift program.

Such programs typically match all or a percentage of employee contributions to charitable organizations, making the employer a partner in your personal philanthropy. In most cases, all you need to do is obtain a matching gift form from the personnel department, fill it out, and include it with your gift to the Foundation. We will do the rest.

If you have any questions, please contact Sigma Alpha Epsilon Foundation or your employer.

Other Ways to Give

To make a donation from your IRA, donor-advised fund, or a gift of annuity, please speak with your financial advisor and indicate the fund to which you wish your gift to be directed. The Foundation’s tax ID is 36-2170145.

Checks should be made payable to: 

Sigma Alpha Epsilon Foundation
1856 Sheridan Rd
Evanston, IL 60201

Contact foundation@sae.net for more information.

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