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:

• Use our online tool to walk you through the process in less than 5 minutes; or
• Access our transfer information and work directly with your broker to transfer your stocks.

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.

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.

Donor Advised Funds

Donor-advised funds (DAF) are a fast-growing type of charitable giving account that makes it easy to donate providing maximum tax benefits. It functions similarly to a savings account and is dedicated to charitable giving. DAF's give you the freedom to make generous contributions to Sigma Xi, The Scientific Research Honor Society, Inc.

Sigma Xi, The Scientific Research Honor Society, Inc. Tax ID Number: 06-0655494

Sigma Xi, The Scientific Research Honor Society, Inc.
3200 E Nc Highway 54, Suite 300
Research Triangle Park, NC 27709-3975

IRS Letter of Determination available upon request

For more information about giving to through a DAF, contact your financial advisor.

Contact the Sigma Xi Development Team

Get in touch with our Development Team to learn more about giving opportunities to support Sigma Xi.

For gift-related questions, please email giving@sigmaxi.org or contact a staff member directly:

Lisa Merritt
Director of Development
(305) 984-0404
lmerritt@sigmaxi.org

Clanton Johnson
 Annual Gifts Officer
(984) 884-5850
cjohnson@sigmaxi.org

Sarah Tackett
Events and Stewardship Ambassador
(984) 219-3190
stackett@sigmaxi.org

Jenna Harrison-Peters
Discovery and Stewardship Ambassador
(301) 363-9894
jpeters@sigmaxi.org

Jasmine Shah
Director of Finance and Administration
(919) 547-5233
jshah@sigmaxi.org