Legacy Giving

After securing the financial needs of your loved ones, a legacy gift enables you to support the Kappa Chapter of Phi Sigma Kappa in the future. By including us in your will, naming us as a beneficiary of all or part of a life insurance policy, or taking advantage of other planned giving opportunities, you can preserve your assets now and support Phi Sig PSU for years to come. If you would like to discuss what kind of gift might be right for you, email us at [email protected] and request a confidential, no-obligation conversation to get started.

Memorial Gifts

Many donors wish to give a contribution in honor of another Brother, family member, or friend. If any of these options are of interest to you, please include a note along with your donation to notify us of your intent to make a memorial gift and to provide us with the details of your honoree.

Bequests

We encourage alumni to consider us as a part of their estate planning by including a bequest in their will for the Kappa Chapter of Phi Sigma Kappa at Penn State. A bequest may take the form of cash, securities, real estate, or other assets. The alumnus may leave a bequest in the form of a specific sum; specific property; or, a percentage of the remainder of their estate after provisions for survivors have been fulfilled.

If you plan to make a bequest, send us an email with your name, grad year, and the amount you plan to designate for Kappa Chapter of Phi Sigma Kappa at [email protected].

Gifts of Life Insurance

Many times the life insurance coverage that one has accumulated over the years is no longer needed for its original purpose. In such cases, a donor can name Phi Sigma Kappa at Penn State as the primary or secondary beneficiary of a life insurance policy. Alternatively, if you do not wish to continue payments on a whole life policy that has accumulated cash value, consider making a present gift of the cash value to Kappa Chapter.

If you plan to name us as a beneficiary of your life insurance policy, send us an email with your name, grad year, and the amount you plan to designate for Kappa Chapter of Phi Sigma Kappa at [email protected].

Retirement Accounts

You can name Kappa Chapter of Phi Sigma Kappa as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, or profit-sharing pension plan. If you plan to name us as a beneficiary of your retirement plan, send us an email with your name, grad year, and the amount you plan to designate for Kappa Chapter of Phi Sigma Kappa at [email protected].

Gifts to Kappa Chapter of Phi Sigma Kappa are not tax-deductible. The information contained herein should not be relied upon for personal, legal, or financial decisions and you should consult your own advisor for specific advice tailored to your situation.