Gifts That Cost You Nothing Now
Gifts in a will or by beneficiary designation are two easy ways to enhance the experiences of our members for years to come — and they don’t cost anything now.
Gifts in a Will or Trust
Making a gift through your will or trust is one of the easiest and most popular ways to make a lasting impact for Alpha Chi Omega. By simply signing your name, you can empower real, strong women for generations to come.
Once you have provided for your loved ones, we hope you will consider making our sisterhood part of your life story through an estate gift to the Alpha Chi Omega Foundation.
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A gift in your will or trust is one of the easiest ways to have a sustainable impact on our sisterhood and offers the following benefits:
No Cost
It costs you nothing now to give in this way.
Flexible
You can alter your gift or change your mind at any time and for any reason.
Lasting Impact
Your gift will help ensure a strong future for Alpha Chi Omega.
Four simple “no-cost-now” ways to give in your will or trust
General gift
Leaves a gift of a stated sum of money to the Alpha Chi Omega Foundation in your will or living trust
Residual gift
Leaves what is left over after all other debts, taxes and other expenses have been paid
Specific gift
Leaves a specific dollar amount, percentage, fraction or specific items (collections, art, books, jewelry, etc.)
Contingent gift
Leaves a stated amount or share only if a spouse, family member or other heir/beneficiary does not live longer than you; in other words, your gift is contingent upon whether or not they survive after you
You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to the Alpha Chi Omega Foundation contingent upon the survival of your spouse.
Gifts by Beneficiary Designation
It’s easy to put your bank accounts, retirement funds, savings bonds and more to use in supporting the Fraternity’s programming and providing scholarships and grants to our members— and it costs you nothing now.
By naming the Alpha Chi Omega Foundation as a beneficiary of these assets, you can power our mission for years to come and provide endless possibilities for women to discover their most authentic selves and use that to change the world.
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Potential benefits of gifts by beneficiary designation:
Reduce or eliminate taxes
Reduce or avoid probate fees
No cost to you now to give
Leave a lasting impact on Alpha Chi Omega
To name the Alpha Chi Omega Foundation as a beneficiary of an asset, contact the custodian of that asset to see whether a Change of Beneficiary Form must be completed.
How to change a beneficiary designation:
Log in to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).
Follow the links to change your beneficiary or fill out the form.
Be sure to spell the name of our organization properly: Alpha Chi Omega Foundation, Inc.
Include our tax identification number: 31-0949882
Save or submit your information online or return your Change of Beneficiary Form.
Types of Gifts
A gift of retirement funds
You can simply name the Alpha Chi Omega Foundation as a beneficiary of your retirement plan to make a huge impact on the future of our sisterhood.
A gift of funds remaining in your bank accounts, brokerage accounts or certificates of deposit (CD)
This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name the Alpha Chi Omega Foundation as the beneficiary of a checking or savings bank account, a certificate of deposit (CD) or a brokerage account. When you do, you’ll take a powerful step toward protecting Alpha Chi Omega’s values for generations to come.
Donor-advised fund (DAF) residuals
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name the Alpha Chi Omega Foundation as a “successor” of your account or a portion of your account value, you enable a lifetime of connectedness for our members.
Savings bonds
If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since the Alpha Chi Omega Foundation is a tax-exempt institution, naming us as a beneficiary means that 100% of your gift will go toward enhancing the member experience.
Complimentary Gift Planning Resources are Just a Click Away!
Creative Ways to Make a Major Impact
GIFTS THAT MAKE AN IMPACT NOW
GIFTS THAT REDUCE YOUR TAXES
GIFTS THAT PAY YOU INCOME
