Why do people like making planned gifts?
Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.
There are some other exciting but less common gifts — scroll down to learn more!
Popular gifts for the future
Learn more about different types of legacy gifts you can make. Many people choose these charitable gift options to honor a loved one, support a cause they believe in and to make an impact on the world around them.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular gifts for today
There are several tax-smart ways to give that will have an immediate impact on our organization while helping you achieve your financial goals.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.
Stocks and securities
Donate appreciated stock or mutual funds to help capital gains taxes.
Donor-Advised Funds
Easily recommend grants from your DAF to Alpha Chi Omega Foundation for tax-efficient giving.
Qualified Charitable Distributions
Make qualified charitable distributions (satisfying any required minimum distributions) from your IRA to avoid taxes.
Please let us know if you’ve already included us in your estate plans!
Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be.
Making an impact
When you give to the Alpha Chi Omega Foundation, you’re helping the sisters who have been by your side, while supporting the programs and experiences that make Alpha Chi Omega an organization for real, strong women. A gift in your will keeps us moving toward the future, developing new ways to enhance the experiences of our members today and for generations to come.
Frequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you may choose not to share your gift intentions if you prefer to remain anonymous.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes. You are always free to revise or update your estate plans.
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Marsha Grady
Title :Chief Development Officer
Phone: 317-579-5050 ext. 0274
Direct: 317-981-2790
Email: mgrady@alphachiomega.org
Already included us in your estate plan? Let us know