Opportunities abound for you to financially support the Foundation's work across the sisterhood.
The Delta Delta Delta Foundation is exempt from federal income tax under Internal Revenue Code Section 501(c)(3). Donations to the Tri Delta Foundation are tax-deductible as provided by law.
Gifts to the Foundation may be designated as unrestricted or restricted. Unrestricted gifts enable donors to fund the area(s) of greatest need, ensuring that the Foundation successfully carries out its mission. Contributions not otherwise designated are accepted as unrestricted.
Restricted gifts allow donors to direct their dollars toward one of these specific-use funds:
- Undergraduate scholarships
- Graduate scholarships
- Scholarship endowment
- Education and Leadership Fund
- Collegiate Crescent Fund
- Crescent Fund
- General/Operational Fund
Types of Gifts
Direct (Immediate) Gifts
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Cash: Annual giving via check or credit card is the most immediate and popular way to give to the Foundation. Cash gifts may be pledged over five years. Contributions are fully deductible up to 50% of the donor's adjusted gross income.
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Corporate Matching: Many employers will match all or part of donors' direct cash gifts to charitable organizations. Please ask your employer about this opportunity to double your gift. Complete and return the appropriate matching gift form(s) from your employer.
Securities
Gifts of appreciated securities - publicly traded stocks, mutual funds, Treasury Bills, notes and closely held stock - provide exceptional tax advantages for donors. These benefits often include exemptions from capital gains taxes and charitable deductions equal to the full market value of the security's appreciated value.
Donors contributing gifts of stock are asked to notify Cile Jolly at (817) 633-8001 or Bill Leonard of Wells Fargo, The Private Bank at (972) 419-3695. The following information is needed to facilitate the stock transfer to the Tri Delta Foundation:
C/O Wells Fargo Bank
Participant #2027
Agent Bank ID #94866
Wells Fargo Bank
Real Estate
In some cases, property can be given outright to the Foundation. Gifts of real estate can also help fund a life income arrangement.
Deferred (Planned) Gifts
Heritage Society Membership
Donors designating a planned gift to the Foundation automatically become a member of the Heritage Society. Donors are asked to notify the Foundation by completing this online form. These giving opportunities afford Tri Delta members a wide variety of methods to leave a legacy that "lives on" for future generations:
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Bequest: Made through a will or estate plan, a bequest is the most popular way donors choose to designate the Tri Delta Foundation as beneficiary of a specific dollar amount or piece of property, a percentage of an estate, or a residual gift.
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Trust: A trust may be established under a will to provide for the Tri Delta Foundation and other beneficiaries.
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Life Insurance: A donor may name the Tri Delta Foundation as the irrevocable beneficiary of a life insurance policy.
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Charitable Gift Annuity: This agreement enables a donor to contribute cash or other assets while receiving income, capital gain and estate tax benefits. The annuity provides life income payments to the donor. Upon the donor's death, the Foundation may use the remaining principal for charitable purposes.
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Charitable Remainder Trust: This vehicle offers a donor income, capital gain and estate tax benefits while creating a generous gift for the Foundation. Upon the donor's death, the Foundation receives the principal ("remainder") of the trust for use in charitable purposes.
Please contact the Foundation office for questions or more information.
