There are many avenues donors can utilize to give to the Educational Foundation. Each avenue uniquely impacts the lives of Brothers either now or in the future—and, sometimes, both.
All gifts to the Educational Foundation are tax-deductible. For more information on how to give, please feel free to contact a staff member at (317)872-8000.
If you are ready to make a gift today, follow this link. However, if you have questions, or would like to speak with a member of our team, feel free to contact the Stewardship Officer assigned to your region (see below). Contact information for our team can be found here.
Through corporate matching, charitable contributions can be doubled or tripled. The proceeds from the match will be placed toward the same program as the original gift. Follow this link to determine if your employer will match your donation.
A gift associated with a will and the final distribution of an estate offer donors and the Foundation significant opportunity. By leaving part, or all of an estate to the Foundation, the donor has numerous opportunities to see his or her wishes established and carried out. Planned gifts can further be directed to any of the funds administered by the Educational Foundation or can be used to establish new funds.
Donors who designate a planned gift, of any amount, to the Educational Foundation will be honored in our Society of Living Legacies. To learn more or to discuss planned giving, please contact Dan Hartmann, President & CEO of the Educational Foundation.
Bequests & Gifts in Trust
Bequests are made by designating the Lambda Chi Alpha Educational Foundation in a will or revocable trust. Gifts of this kind are commonly used to leave a lasting legacy while simultaneously reducing the tax burden on family and loved ones.
Bequests can be made to the Educational Foundation in one of the following three ways:
- Percentage bequest: a gift of a percentage of an estate
- Specific bequest: a gift of a specific dollar amount or tangible asset
- Residual bequest: a gift from the balance of an estate
- Contingent bequest: a gift that is made only if the primary bequest cannot be met
Similar to a bequest, donors may also choose to designate the Educational Foundation as a full, partial, or contingent beneficiary of their life insurance policy.
Charitable Remainder Unitrusts
Donors may choose to transfer cash or assets to fund a charitable remainder unitrust to avoid capital gains and receive an immediate charitable income tax deduction. These trusts can generate income for you and the Educational Foundation for life, for a term up to 20 year or life plus a term up to 20 years.
Charitable Remainder Annuity Trusts
Like charitable remainder unitrusts, donors can establish charitable remainder annuity trusts using cash or assets (if appreciated, assets will be sold tax-free) and receive an immediate charitable income tax deduction. These trusts are then invested and pay fixed income to you or any other number of beneficiaries based on life, lives, or a term of up to 20 years.