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Welcome to the Sigma Xi Wealth Preservation & Philanthropic Planning Resource Center
This site is designed as a service to assist you in fulfilling your professional and personal role as a leader in the scientific and engineering research field. You were elected to Sigma Xi because of your outstanding achievements and continuing commitment to ethical excellence. Our hope is to serve you and your family with helpful information, ideas, and proven approaches to achieving your life and legacy goals.
There are an increasing number of Sigma Xi members, from the earliest career stages to retirement, that are benefiting from the wealth preservation, estate planning, and other concepts outlined in this Resource Center. Thank you for taking the time to explore the benefits of planning - both for financial security and the building of your personal legacy.
Benefits for Family and Sigma Xi
Whether you are just starting your career or already living off a lifetime of savings and investment - there are proven plans available for you to grow, preserve, and share your assets with others. Many of these have remarkable benefits for the gift donors. All of the case studies we share are based on time tested income generating strategies for both up and down economic times. Each reflects the most generous tax savings possible under current law. You can start by viewing the many examples provided through this Resource Center. Just click on the picture and you can explore one of hundreds of proven methods and plans for preserve your family wealth and ensure your legacy.
 | Major IRA Gift
Tom is a retired physicist. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | Easy IRA Gift
Barbara retired after forty years as a biologist. She was active in her industry-based Sigma Xi chapter and often volunteered for as a Science Cafe presenter. More on Easy IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Phillip K. Cates
Director, Organizational Advancement |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact pcates@sigmaxi.org.
If you are a professional advisor, you may take the following steps on this site.
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