Alpha Tau Omega Foundation: Ways to Give

Immediate

Cash Gifts
Cash is still the most popular way to make charitable gifts. And your gift of cash to a qualified charity prior to December 31 could cost you much less at tax-filing time. Cash gifts to the Alpha Tau Omega Foundation include personal/business checks, credit cards, debit card or electronic fund transfers from either checking or savings accounts. Click here for our online donation form.

Corporate Matching

You may work for a company or organization that supports or matches your charitable giving. A matching gift program enables your gift to do even more. Alpha Tau Omega Foundation is a 501(c)(3) not-for-profit organization and all of your gifts are tax deductible. Information on gift matching is available through a company’s human resources department. Please contact your company to register the ATO Foundation as a qualified giving opportunity — in most cases your company will just need a few documents from the ATO Foundation to prove our 501(c)(3) status. This is a common request and we are happy to help provide this documentation. Click here for a partial listing of participating companies.

Major Gifts

Gifts to the Endowment
Gifts of $10,000 and above may be endowed, meaning that the gift is permanently invested. 5% of the annual earnings on the fund provide the income for the donor’s designated purpose.

Gifts of Securities
Gifts of appreciated stocks or bonds entitle a contributor to two income tax benefits: an income tax charitable deduction for the securities’ fair market value on the date of the gift and the avoidance of capital gains taxes.

Please contact our office at 800-508-5131 or email for additional information.

Planned Gifts

Life Insurance
Life insurance is a unique way to give to charity. To qualify, the Alpha Tau Omega Foundation needs to become both owner and beneficiary; no incidents of ownership can be retained.

If the policy is paid up, your charitable contribution is generally the replacement value or cost basis of the policy; whichever is less. Ongoing premiums paid on a gifted life insurance policy also qualify for charitable deductions.

Charitable Trusts
The charitable trusts provides a unique way to give — offering substantial tax savings while providing an additional benefit: annual income to you or your family.

The charitable trust is funded with an asset — appreciated property or securities are usually best. Within the charitable trust, the assets can be sold and the proceeds reinvested to produce a greater yield for the donor(s) or beneficiary(s).

Immediate benefits of a charitable trust include:

A current income tax deduction
Bypass of capital gains taxes
Usually an increase in income

Gift Annuity
With a gift annuity, you and/or someone you designate receive fixed payments for life at an attractive rate, based on your age(s). You may also defer the payments until a future date; this usually provides greater annual income. You get a tax deduction the year the gift is made, plus tax-free return of principal. Applicable capital gains tax is deferred is the annuity if funded with appreciated assets. Part of your gift helps ATO right now!

Wills and/or Bequests
This may be a good option to consider for long-term savings. The Federal estate tax can still take approximately 50% of one’s estate at the time of death. That’s a higher tax bite than income tax! Property bequeathed to non-profit institutions escapes taxation as part of the estate. Federal estate tax laws and the laws of many states encourage charitable bequests by allowing an estate tax deduction for the full value of charitable gifts. In my cases, tax benefits make possible significant gifts at a lower total cost. When you name a charity in your will, be sure to use its full, legally incorporated name (The Alpha Tau Omega Foundation, Inc.). Your will can be a convenient vehicle for making a charitable gift of lasting value. If definitely pays to do some advance planning with your attorney or other professional advisor. We hope you will consider a charitable bequest to ATO in your will.

Please contact our office at 800-508-5131 or email for additional information.

32 East Washington Street, Suite 1350
Indianapolis, IN 46204

Phone: (800) 508-5131
Fax: (317) 472-0945

Notice: Alpha Tau Omega does not have chapters or affiliated organizations in the Philippines or in any other countries or territories outside of the United States. Use of ALPHA TAU OMEGA or ATO by any organizations outside the United States is prohibited without written permission from ATO National Headquarters.