Kappa Alpha Order Educational Foundation
Kappa Alpha Order Educational Foundation

How to Support

How Do I make a gift to the Kappa Alpha Order Educational Foundation?

•Make a gift by check or pledge
•Make an outright gift
•Make a deferred gift
•Make a matching gift


How do I make a gift by check or pledge?

Give online:

You may make a gift right now using our secure online form and your credit card.

 

Use the American Express Giving Express Program:

http://amex.justgive.org/nonprofits?acton=collectDonations&sess=1

 

Send a check:
You may also make a gift by sending a check to
Kappa Alpha Order Educational Foundation
115 Liberty Hall Road
P.O. Box 1865
Lexington, VA 24450 

Call or email us:
If you would prefer to make your gift over the phone, you can reach us at (800) 526-1865. If you have a question or request for Gift Accounting, please email rfoster@ka-order.org.

 

Make a pledge:
Not ready to give today? You can also make a pledge by filling out the pledge form. This form will allow you to distribute your payments any way you like. You may also make pledge payments in a variety of ways including credit card, check, or automatic bank draft.

 

Make a deferred gift:
Learn more about the kinds of deferred gifts that you can give to the Kappa Alpha Order Educational Foundation. If you would like to include the Kappa Alpha Order Educational Foundation in your estate plan or if you would like advice on how to make a more complex gift, please contact Rusty Foster at (800) 526-1865. If you are ready to make a deferred gift now, please use the future support form.

 

Types of Gifts

Pledges:

You may choose to pledge your outright gift over as many as five years. You can make a pledge by filling out the pledge form. You may realize tax benefits for each payment, and the university can use your payments as soon as they are received. To help manage pledge payments, the Foundation provides you with periodic reminders of pledge balances and future payments.

 

Matching Gifts:
Many donors and/or spouses work for companies with matching gift programs. If you or your spouse qualifies, your company may match gifts to The Kappa Alpha Order Educational Foundation, sometimes doubling or even tripling the value of your support.

To find out whether your employer provides a matching gift benefit, check with the company's personnel department, or

click here

for a free look–up of matching gift companies

 

 

Securities:
A gift of securities (stocks, bonds, and mutual funds) typically involves publicly traded shares, such as those traded on the major exchanges and over the counter, as well as most mutual funds. Gifts of privately held stock, though more complex, are also possible.

Supporting The Kappa Alpha Order Educational Foundation with a gift of securities can provide significant tax benefits for the donor – bypassing capital gains taxes and providing a valuable income tax deduction – both of which effectively reduce the cost of making a gift.

To coordinate any gift of securities, please contact Rusty Foster at rfoster@ka-order.org or (800) 526-1865. Here is a list of securities that we can accept with our account information:

 

Public stock transfer
Private Stock Transfer
Mutual funds transfer

 

Please use the following account information when giving securities:

 

BB & T Investments
DTC #: 0443
Account #: 4V9851849

 

Real Estate:

Many types of real estate can be used to make a gift to The Kappa Alpha Order Educational Foundation: a personal residence, farm, undeveloped land, or commercial property. Making a gift of real estate requires, at a minimum, an appraisal, environmental review, and deed.

As a donor of real estate, you receive an income tax deduction and avoid capital gains tax. In addition, donors of outright gifts typically avoid maintenance costs, property taxes, insurance, and other on-going expenses.

 

Life Insurance:

There are various ways to support The Kappa Alpha Order Educational Foundation with an outright gift of life insurance. A paid–up policy that you no longer need can be cashed in to benefit the Foundation, establish an endowed fund, or assist a capital building project or other need. Your income tax deduction would be roughly equal to the surrender value of the policy.

A current policy (on which premiums are being paid) can be used to make an outright gift for which your income tax deduction would be roughly equal to the policy's surrender value. Continued premium payments you make would also be tax deductible.

There are other ways to make a gift of life insurance that do not involve transferring ownership of the policy:

You can name the Kappa Alpha Order Educational Foundation as beneficiary of any life insurance policy you own. Simply complete a form supplied by your insurer.

If your employer provides group term life insurance and pays the premiums, you can name the Kappa Alpha Order Educational Foundation the beneficiary of that policy and avoid paying taxes you would otherwise incur on the premiums.

 

Charitable Lead Trusts:

Charitable lead trusts are often used to transfer significant assets to family members at a future date with the intent of avoiding large estate or gift tax consequences.

Through this special gift arrangement, you can use an asset to provide an income stream to The Kappa Alpha Order Educational Foundation — beginning now and lasting for a specified number of years — and in the future, pass the remaining assets to those you name.

If the term of years is long enough, and the rate of payout high enough, it is possible to pass assets to heirs free of estate taxes.

Charitable lead trusts may also be appropriate for reducing income taxes in years when you have unusually high income that places you in a higher tax bracket, or to generate cash from immediate tax savings that can be invested in a unique opportunity.

 

Personal Property and Gifts In Kind:

The Kappa Alpha Order Educational Foundation benefits from a surprising range of gifts of tangible personal property and gifts-in-kind such as artwork, collectibles, books, and many other items.

Both the value to the Kappa Alpha Order Educational Foundation and your potential tax benefits depend upon the use of the gift.

For tangible personal property gifts with "unrelated use," the donor can typically deduct the cost basis, usually the purchase price paid by the donor for the property.

To learn more about donating tangible personal property and gifts–in–kind, contact Rusty Foster at rfoster@ka-order.org or (800) 526-1865.

 

P.O. Box 1865 Lexington, VA 24450 | © 2007, Kappa Alpha Order
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