Consolidated Appropriations Act 2023 (CAA) and Your Support

The Importance of a Legacy Gift

After securing the financial needs of your loved ones, a legacy gift enables you to support The Epsilon Educational Endowment and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including The Epsilon Educational Endowment in your will or trust, naming the as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support The Epsilon Educational Endowment for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you. Request a confidential, no-obligation conversation to get started.

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The Legacy Society

When you make a gift to The Epsilon Educational Endowment from your will or trust, you'll be welcomed into The Legacy Society and join other supporters and friends of our important mission. Is The Epsilon Educational Endowment already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

If you've already included Alpha Epsilon in your plans, please let us know so we can properly thank you and make sure your gift will be used as you've intended.

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How to Give

Not only do you have options for how your gift will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

Gifts From Your Will
General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

Beneficiary Gifts
Retirement Accounts

Naming The Epsilon Educational Endowment as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.

Gifts of Stock
Appreciated Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Charitable IRA Rollover
Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to Alpha Epsilon . While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

Donor Advised Funds
Beneficiary Designation and Grants

Designate If you have a donor-advised fund you can recommend grants to The Epsilon Educational Endowment. You can also designate Alpha Epsilon as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator.

Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies

Name The Epsilon Educational Endowment as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name The Epsilon Educational Endowment as the owner and beneficiary.

Meet Our Donors

Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.

Chi Psi Seal

"It is important to continue to give leadership opportunities while in college for many. We have an opportunity to truly support diversity and equality at Michigan and encourage gentlemen scholars."

-Richard Burns, E'68

Chi Psi Seal

"Chi Psi was consistent with my values and deepened my regard for legacy and paying forward to next generations. I believe Chi Psi can choose to be important to future students, but the brotherhood must see it as important."

-William Miles, E'83

Chi Psi Seal

"Being a Chi Psi was key to my social development. It also enhanced my academic performance and career priorities. I think the experience is just as needed for current and future generations as it was for mine."

-Marc D'Annunzio, E'93

Contact Us

Use the Form Below to Get In Touch with One of Our Planned Giving Officers.

Let us know how we can help you include The Epsilon Educational Endowment in your estate plans. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish.

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Steve Starnes, E'01

Steve Starnes, E'01
Epsilon Educational Endowment #4