How to Join

To join the Siegel Society, the SAE Foundation requests documentation subject to certain restrictions. Documentation can include:

• A bequest provision in your Will or revocable trust and/or completion of an estate note provided by the SAE Foundation
• A life-income gift that names the SAE Foundation as a remainder beneficiary, such as a charitable remainder trust or a charitable gift annuity
• A charitable lead trust that provides income to the SAE Foundation for a donor's lifetime or a term of years
• A gift or assignment of qualified retirement plan assets such as an IRA, 401(k) or 403(b)
• A gift of life insurance
• Certain other planned gifts

For more information about membership in the Siegel Society, contact Rick Rachner at 248-273-4087 or rrachner@sae.org.

Planned Giving Tool