Executors, Trustees and Planned Giving Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, the Alpha Chi Omega Foundation shares those values and takes the same care when it comes to helping our donors plan charitable gifts.

We believe charitable gift planning is a process that ideally involves the donor, professional advisors and our gift planning officers working together to design a giving plan that helps the donor achieve their philanthropic vision in a way that supports Alpha Chi Omega’s mission. Our Foundation team includes experienced fundraising professionals well-versed in the many options available for strategic philanthropy.

Useful Legal Information

Legal name: Alpha Chi Omega Foundation, Inc.
Address: 5635 Castle Creek Parkway North Drive, Indianapolis, IN 46250
Federal Tax ID number: 31-0949882

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

Executors, Trustees and Planned Giving Advisors

I'm here to help

Marsha Grady

Marsha Grady

Chief Development Officer

Alpha Chi Omega Foundation
mgrady@alphachiomega.org
317-579-5050, ext. 274