Giving Your Way

Presented below are a few common charitable giving scenarios. The best way to realize your objective depends on your goal.

Please contact Steve Vedra, Delta Tau Delta Educational Foundation President, if you have questions and/or would like to discuss your charitable gift interests.

317-284-0210
Steve.Vedra@delts.org

Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind

  • Charitable Bequest. A bequest is simple and direct and can be formally changed should you want or need to do so.
  • Life Insurance. Designate a beneficiary now and change it later if your plans change.
Best Ways to Realize My Objective…
  • In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs
  • Make us the beneficiary of life insurance you no longer need.


Make a gift that costs you nothing today and can be altered or revoked if your plans change

  • Charitable Bequest: A Gift in Your Will. A bequest is simple and direct and can be changed should you want or need to do so.
Best Way to Realize my Objective…
  • Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.

Make a gift that pays you an income, now

  • Gift Annuity. A simple way to make a charitable gift and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…

Securities. Transfer appreciated assets (stocks, bonds).

Real Estate. Some real estate will qualify. Talk to us.

Make a gift that provides supplemental retirement income

  • Gift Annuity. A simple way to give and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Talk to us.

Make a gift that reduces current income tax

  • Outright Gifts or Planned Gifts. Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.
Best Assets to Realize My Objective…
  • Cash. Cash is easy. Write a check.
  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Talk to us.

Make a gift from your IRA

  • Gift Option: The IRA Charitable Rollover, A qualified charitable distribution from your IRA—available to IRA owners age 70½ or over.
Best Way to Realize My Objective…
  • Must be a transfer directly from the IRA to the charity.
  • No tax deduction, but gift counts toward RMD and no tax is due.
  • Gift up to $100,000 qualifies for favorable tax treatment.