Gifts of Stock & Other Funds
Stock & Securities
Gifts of stock and securities may be transferred directly to Sigma Xi’s brokerage account with Vanguard.
Qualified Charitable Distributions (QCD) from Individual Retirement Arrangement (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.
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 Michael D’Ambrosio, Major Gifts Officer at Sigma Xi, at (703) 209-4628 or mdambrosio@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
Most Common Types of Planned Gifts
1. Charitable bequests may be made by naming Sigma Xi as a beneficiary in your will through a general, residuary, or percentage bequest.
2. Retirement plan gifts may be made by naming Sigma Xi as a beneficiary of a specific amount or percentage of your plan.
3. Life insurance gifts may be made by naming Sigma Xi as a full or partial beneficiary of your life insurance policies
Have you Already Included Sigma Xi in Your Estate Plan?
Your legacy is important to us and we’d love to work with you to better understand and fulfill the intentions of your estate gift. If you’ve already included Sigma Xi as a beneficiary in your estate plan, please fill out the form below and email to giving@sigmaxi.org.
Estate Gift Intention Form
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.