Gifts of Stock & Other Funds
Stock & Securities
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.
If you would like to transfer your appreciated assets you can:
Qualified Charitable Distributions (QCD) from Individual Retirement Account (IRA)
Make a gift to Sigma Xi with a QCD from your IRA account. Qualified Charitable Distributions can satisfy all or part of your required minimum distribution from your IRA and don’t increase your adjusted gross income.
If you are 70.5 or older, you can use this online tool to create a QCD gift to Sigma Xi today. In addition to completing your forms online, you can:
- Download the forms you need to complete your gift offline;
- Request an acknowledgement letter for a gift you’ve already given; or
- Learn more about the benefits of IRA giving today!
Give from your IRA today.
Please consult your personal investment advisor and contact Jasmine Shah, Director of Finance & Administration at Sigma Xi, at (919) 547-5223 or jshah@sigmaxi.org to learn more and to arrange transfer for a gift of stock or QCD.
Planned Giving
A planned gift to Sigma Xi from your estate is a legacy that benefits future generations of research scientists and engineers and honors a life's work. Planned gifts come in many forms and allow your estate to benefit from a charitable estate tax deduction.
Please consult your personal financial advisor and contact Lisa Merritt, Director of Development at Sigma Xi, at (305) 984-0404 or lmerritt@sigmaxi.org to learn more and to discuss opportunities to leave a legacy at Sigma Xi through your planned gift.
Including Sigma Xi in Your Will
FreeWill
If you are ready to begin your estate plans today, you can use FreeWill, a free, online tool that guides you through the process of creating a legally valid will today! With FreeWill, it only takes 20 minutes to complete your will, or create a list of documented wishes that can be taken to a lawyer to finalize your plans.
Start your will today.
If you have already included a legacy gift to Sigma Xi in your estate plans, please fill out this form to inform us of your gift intentions.
Matching Gift from Employer
A matching gift from your employer can double or triple the impact of your support for Sigma Xi! Please check with your human resources department to inquire about your employer’s matching gift program.
If you’re expecting your employer to match your gift to Sigma Xi this year, please let our Development team know by emailing giving@sigmaxi.org.