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Leave a Legacy / Making a Bequest

Sigma Triton brothers from all walks of life, with estates ranging from modest to complex, have shared a common bond through the years: their abiding interest in assuring the lasting strength of our Brotherhood and specifically our House at Penn State.  Through their determinatoin to act on that interest, they establish a legacy of support, most commonly by including a charitable bequest in their will or other estate planning documents.

 

A bequest to Sigma Triton may be made through a will or living trust in the form of cash, securities, real estate or other property. You should specify that Sigma Triton is to receive a certain amount or percentage of your estate or particular assets, or the remainder of your estate after providing for heirs.  Please contact us if we can assist you and your attorneys or financial advisors in establishing a bequest for Sigma Phi Sigma Theta Delta Chi Alumni Asociation Inc., which is our official legal entity.

 

When including Sigma Phi Sigma Theta Delta Chi Alumni Association Inc. in a bequest, the following language may serve as a guide:

For Unrestricted General Use

I give and bequeath to Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., a Pennsylvania not-for-profit corporation c/o the National Fraternity of Theta Delta Chi, Central Fraternity Office, 214 Lewis Wharf, Boston, MA 02110, the sum of $_______ (or ____ percent of my estate) to be used in fulfillment of its purposes as the officers of Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., shall determine.

For a Specific Purpose

I give and bequeath to Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., a Pennsylvania not-for-profit corporation c/o the National Fraternity of Theta Delta Chi, Central Fraternity Office, 214 Lewis Wharf, Boston, MA 02110, the sum of $_______ (or ____ percent of my estate) for the following purpose:________.  It is understood and agreed that should the purpose for which this gift is made ceases to exist, then the officers of Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., shall direct the gift for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.

Residue of Estate

All the rest, residue and remainder of my property, real and personal, I give, devise and bequeath to Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., a Pennsylvania not-for-tax profit corporation c/o the National Fraternity of Theta Delta Chi, Central Fraternity Office, 214 Lewis Wharf, Boston, MA 02110, to be used in fulfillment of its purposes as the officers of Sigma Phi Sigma Theta Delta Chi Alumni Association Inc. shall determine.

Request Coordinated with IRA Beneficiary Designation

Upon my death, I intend to make charitable gifts in the amount of $________ to Sigma Phi Sigma Theta Delta Chi Alumni Association Ince., a Pennsylvania not-for-profit corporation c/o the National Fraternity of Theta Delta Ch, Central Fraternity Office, 214 Lewis Wharf, Boston, MA 02110. I intend to make this gift by naming Sigma Phi Sigma Theta Delta Chi Alumni Association Inc. as the designated beneficiary of my Individual Retirement Account(s) or other accounts. To the extent that all gifts passing to the Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., as a result of those beneficiary designations are less than the amount stated in this first paragraph above, I give cash or other estate assets to Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., in such amount as will result in Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., in such amount as will result in Sigma Phi Sigma Alumni Association Inc. receiving the total amount stated in this paragraph above, as a result of my death, under this last will and testament and under all other non-probate arrangements.

Tax Status: Sigma Phi Sigma Theta Delta Chi Alumni Association Inc. founded a 1965, is a non-profit 501(c)(7) organization, incorporated in the Commonwealth of Pennsylvania. Donations made to Sigma Phi Sigma Theta Delta Chi Alumni Association Inc., do not qualify as a charitable donation.

Notice: The information contained herein is not presented as a legal opinion or advice. As with all legal matters, you are strongly encouraged to consult with a qualified attorney regarding your will and other matters relative to your estate plan.

Contact Information for Cental Fraternity Office: The address provided above may change over time. Therefore, the Sigma Triton Charge may be contacted or the International Fraternity can provide the latest contact information for the officers of Sigma Phi Sigma Theta Delta Chi Alumni Association Inc.

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