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
For Gifts of Stock or Other Closely Held Property
Why do it?
Say you purchased 100 shares at $33 a share fice 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.
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.
In 2015 congress passed a bill that allows taxpayers who are 70 1/2 or older to transfer up to $100,000 annually from an IRA directly as a gift without first having to recognize the distribution as income. Further, your required minimum distribution qualifies you to lower your income as well as your taxes.
Refer to your financial institution’s Qualified Charitable Distribution Form (QCD) or contact Andrew Cole for more information.
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.
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.