Y
ou are the only one who can place a value on your ATW
membership—the lifelong friendships you made, the
development of your abilities, values, and principles,
and the many ways ATW enhanced your college years. Your
participation in this campaign is absolutely vital to the continued
success of our fraternity.
Your significant commitment to this major undertaking is needed
for ATW to remain a leading fraternity at Oklahoma State. To help
donors maximize their gis, the campaign board has designed the
campaign with our alumni in mind.
Giving Options
To help donors make the largest gi possible, pledges may be spread
over five years. Early payments of pledges to the campaign are
preferred to reduce borrowing costs.
Deductibility
ere is a need for contributions that are not tax deductible
to complete the construction of the house that is not deemed
"exclusively educational." Donors who pledge $25,000 or more may
be eligible for a tax deduction. ese gis will be directed to the
Alpha Tau Omega Educational Foundation.
Appreciated Securities
Held over 12 Months
Gis of appreciated securities (stocks, bonds, mutual funds)
owned more than 12 months to the Alpha Tau Omega Educational
Foundation, a 501(c)(3) charity, have tax advantages. e full fair
market value is deductible as a charitable contribution, but the gain
is not taxed, as it would be if you sold the securities and donated
the cash.
IRA Transfers
People over 70 and a half can transfer up to $100,000 per year
from their traditional or rollover IRA to the Alpha Tau Omega
Educational Foundation. e gi must go directly from the IRA
to the Foundation. It counts toward the annual minimum required
distribution amount and is not included in your adjusted gross
income. Please consultant your tax advisor for personal advice.
Please contact the campaign coordinator at (785) 550-9759 with any
questions.
An Investment in
Epsilon Omicron's Future
