Special Memo: New laws may impact your giving…
There are several ways to make a gift to the Phi Delta Theta Foundation:
Checks can be sent to:
Phi Delta Theta Foundation
2 South Campus Avenue
Oxford, OH 45056
You can make a contribution safely and securely with your credit or debit card at the Foundation’s online giving form.
Call us at 513-523-6966 and a member of our Foundation staff will handle your contribution personally. Office hours are 8am to 5pm (Eastern), Monday to Friday.
By Wire Transfer
View our wire transfer instructions document. If you have questions, please contact Tom Shumate by phone at (513) 523-6966 Ext. 221 or by email.
For Gifts of Stock or Other Closely Held Property
Why do it?
Say you purchased 100 shares at $33 a share five years ago. Now the shares have doubled in value. You invested $3,300, but your gift to Phi Delta Theta is $6,600. You don’t pay the capital gains tax you would have owed had you sold the securities.
View our stock gift instructions document. If you have questions, please contact Tom Shumate by phone at (513) 523-6966 Ext. 221 or by email.
A NEW WAY TO SUPPORT YOUR PHI DELTA THETA FOUNDATION’S MISSION – CRYPTO FOR CHARITY!
The Phi Delta Theta Foundation has partnered with Freewill to offer our donors one more way to give seamlessly to the Phi Delta Theta Foundation, a 501 C (3) organization. You give from your wallet in crypto, and the Phi Delta Theta Foundation receives your donation in U.S. dollars. You will receive full credit for your donation at the point of sale, which will be the same day, same hour. Simple as that!
To Make Monthly or Quarterly Recurring Gifts
You can make a gift or pay on a pledge electronically on a monthly or quarterly schedule as determined by you. To set up this arrangement, visit www.phideltatheta.org/donate or call us at 513-523-6345. There is no fee for this giving arrangement.
IRA Charitable Rollover
Normally, a distribution from a traditional IRA incurs taxes since the account holder didn’t pay taxes on the money when they put it into the IRA. But account holders aged 70½ or older who make a contribution directly from a traditional IRA to a qualified charity can donate up to $100,000 without it being considered a taxable distribution. The deduction effectively lowers the donor’s adjusted gross income (AGI).
To avoid paying taxes on the donation, the donor must follow the IRS rules for qualified charitable distributions (QCDs)—aka, IRA charitable rollovers. Refer to your financial institution’s Qualified Charitable Distribution Form (QCD) or contact Andrew Cole for more information.
Sample IRA QCD Request from Owner to Administrator
Sample Letter from Donor to Phi Delta Theta Informing of IRA QCD Transfer
Memorial and Honorary Giving
A memorial or honorary gift is an appropriate way to recognize someone’s life and accomplishments. The Foundation offers opportunities for those who wish to associate the name of a family or an individual with a project or program of enduring worth, including leadership funds and scholarships. Memorial gifts are acknowledged to the family while honorary gifts are acknowledged to the individual.
Alumni and undergraduates alike continue to support the Sesquicentennial Courtyard with bricks engraved with their names or the names of other members and friends of Phi Delta Theta. More than 2,500 engraved bricks have already been placed in the courtyard, and that number continues to increase on a regular basis.
With each tax-deductible brick gift of $250 comes a keepsake color rendering of the actual brick. The rendering is presented in a blue padded folder but can also be framed at a small charge (framing cost is not tax-deductible).
Matching Gift Information
Many companies will match the giving of both current and retired employees that may double or even triple your support. Your employer may be among them. Use our searchable database below of matching gift companies or call us at 513-523-6966 and we’ll help you find the information you need.
Gift Acceptance Policy
The Phi Delta Theta Foundation welcomes expressions of interest and financial support, regardless of size or form, from any individual, family, business, corporation or similar source. Gifts are sought and accepted for programs and purposes, which have been approved by the Board of Trustees of the Phi Delta Theta Foundation. Annual gifts, planned gifts and gift commitments (pledges) to the Phi Delta Theta Foundation may take the form of one, or a combination, of the following:
- Appreciated securities or other personal assets, including publicly-traded and closely-held securities
- Tangible personal property
- Real estate
- Deferred or planned gifts including trusts, annuities, insurance policies, gifts of property with or without a retained life interest, and/or bequest intentions
The Foundation President has the authority to accept on behalf of the Foundation any planned giving agreement that meets the requirements of the current guidelines of the Phi Delta Theta Foundation. Representatives of the Phi Delta Theta Foundation will provide all appropriate assistance, but recognize that the ultimate responsibility regarding asset evaluation, tax deductibility, and/or similar federal, state and/or local legal compliance rests with the donor(s) and/or with such financial advisors as the donor(s) will secure. Foundation representatives will recommend that potential donors seek such advice from competent financial advisors. The Phi Delta Theta Foundation will not knowingly seek, or accept, any commitment or gift regardless of size, designation or other condition that it believes is not in the potential best interest of a donor.