Alumni and friends can make a gift using a variety of outright, pledged and planned giving methods.  Some of the more popular giving methods are outlined below.  Chi Phi volunteers and staff are also available to hold a confidential consultation to discuss these options in more detail.

Cash:  Gifts made by cash, credit card, money order and check provide donors with an immediate charitable deduction and provide immediate support to Chi Phi.

Stock: Giving long-term, appreciated stock allows donors to avoid paying capital gains on the increase in the stock's value.  Donors also typically receive a tax deduction for the full fair market value of the stock on the date of the gift.  To make a gift of stock, follow these Stock Transfer instructions.

Pledges:  Many donors may choose to make their gift over a period of time, up to five years.  Donors can determine whether they want to make their gift on an annual, semi-annual, quarterly or monthly basis using cash, check, a credit card or stock.

Corporate Matching: Many companies will match or multiply a donation made to the Chi Phi Educational Trust through their matching gift program. As a result, donors can double or triple their gift to the cause they support by simply completing their company's matching gift form.  Contact your Human Resources Department to obtain the necessary corporate matching form.

Bequest:  A bequest is a gift left in your last will and testament or living trust.  Donors can establish a gift by adding basic language to their will or trust documents naming the Chi Phi Educational Trust as a beneficiary of a specific amount or percentage of their estate.

Retirement Plan:  By naming the Educational Trust as the beneficiary of all or a portion of your IRA, pension, 401(k) or other retirement plan, the proceeds in that plan will support important educational initiatives after your death.

Life Insurance:  If you own life insurance policy that you no longer need, you can name the Chi Phi Educational Trust as the owner and beneficiary of the policy.  If the policy has a cash value, you can take a charitable deduction approximately equal to its cash value.  If you still pay annual premiums, you can deduct the premium payment each year.

Charitable Remainder Trust:  When you create a charitable remainder trust, you give money, securities or other assets to a trust you create that will then pay you an income for life (or for a period of years). If you wish, the trust also can pay income to other beneficiaries of your choice. At the death of the final beneficiary, the remaining balance goes to the Chi Phi Educational Trust.