Document an Alternative Gift

The Epsilon Educational Endowment

Thanks for giving back to Alpha Epsilon of Chi Psi! If you have already made a provision to include The Epsilon Educational Endowment in your financial planning, please notify us by completing and returning this form. By documenting your gift, we will have an opportunity to recognize your generous support in your lifetime.

Note: Information provided to signify your planned giving intention to The Epsilon Educational Endowment will remain completely confidential unless you authorize us to publicize your planned gift, which may motivate others to make planned gifts. Alpha Epsilon understands that all planned gift provisions are revocable, and any intentions stated here are not binding on you or your estate.

1. Full Name & Grad Year *This question is required.

2. Preferred Email Address *This question is required. This question requires a valid email address.

3. Phone Number *This question is required.

4. I have made revocable gift commitment(s) for The Epsilon Educational Endowment as follows: *This question is required.

Bequest by will or trust. Approximate value: $ Please enter an 'other' value for this selection.
Life insurance policy. Approximate value: $ Please enter an 'other' value for this selection.
IRA or other retirement plan. Approximate value: $ Please enter an 'other' value for this selection.
Donor Advised Fund. Approximate value: $ Please enter an 'other' value for this selection.
I would like to report my gift of stock. Stock name, share quantity, approximate value: Please enter an 'other' value for this selection.
Other Asset - Write In Please enter an 'other' value for this selection.

Note: If your planned gift is for a percentage of your estate, rather than a fixed amount, Alpha Epsilon will be happy to use your good faith estimate of the current value based on this percentage.

5. If you are documenting a planned gift, please provide contact information for the representative of your estate.

First Name

Last Name

Role

Email Address

Phone Number

6. Please upload documentation of your planned gift from your will, retirement plan, life insurance policy, trust, or other asset.

File: {{filename}} delete

7. Recognition (select one). *This question is required.

Please enter an 'other' value for this selection.

8. Comments (not required)

9. Type your full name in the box to act as your electronic signature. By doing so, you verify that the information you provided is true to the best of your knowledge at the time of submission. *This question is required.