The Delta Pi Sigma Pi Scholarship Foundation,

1143 Avalon Pkwy, Williamsport, PA 7701,

Tax Identification Number: 87-2998420.

Continue to support our Brotherhood by leaving a bequest to The Delta Pi Sigma Pi Scholarship Foundation in your will or living trust. Provide for your loved ones AND your Brotherhood as you plan your legacy. Leave a set amount of cash from your estate to our Foundation. You may also donate specific assets like life insurance, individual stock(s), or mutual funds.

Bequest of cash:” I bequeath the sum of $100,000 to The Delta Pi Sigma Pi Scholarship Foundation, 1143 Avalon Pkwy, Williamsport, PA 17701, Tax Identification Number: 87-2998420.

Bequest of property: I bequeath [all of my interest in my home and real property located at [ 1 Main Street, My town, USA] [all shares of ABC stock owned by me at the time of my death] [my art collection] to The Delta Pi Sigma Pi Scholarship Foundation, 1143 Avalon Pkwy, Williamsport, PA 7701, Tax Identification Number: 87-2998420.

Bequest of Portion of Estate: I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to.

Contingent Bequest: “If my brother Harry McGee survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to Harry McGee. If Harry McGee does not survive me, then I devise and bequeath 20% of my residual estate, whether real or personal property, and wherever located to The Delta Pi Sigma Pi Scholarship Foundation, 1143 Avalon Pkwy, Williamsport, PA 17701, Tax Identification Number: 87-2998420.

QUALIFIED CHARITABLE DISTRIBUTIONS (IRA ROLLVERS)

Donors who reach the required minimum distribution age of 72 (or 70½ if born before 7/1/1949) can experience tax benefits by donating via a Qualified Charitable Distribution (QCD) from an existing IRA.

These QCD donations can be used to fulfill your Required Minimum Distribution (RMD) for the year, which may decrease your tax burden while furthering The Open Door’s mission.

Gifts of up to $100,000 total from your IRA(s) could potentially be made without being taxed via a QCD donation IRA gift may not be deductible; however, they might increase your ability to make other deductible charitable gifts.

Charitable donations to The Delta Pi Sigma Pi Scholarship through your IRA may limit the increase to your taxable income even if you do not itemize deductions.

Organization Legal Name:

The Delta Pi Sigma Pi Scholarship Foundation

Address: 1143 Avalon Pkwy, Williamsport, PA 17701

EIN: 87-2998420

Download our IRA Distribution Form

CHARTIABLE GIFT ANNUNITIES

A Charitable Gift Annuity (CGA) is a simple, tax-effective gift that mutually benefits you and the charitable organization of your choice. When you make a charitable gift to fund a CGA, you receive an immediate tax-deduction on a portion of that gift. You then receive fixed payments every year for the duration of your life. Your legacy lives on after your passing as the remaining balance of your gift goes to support The Delta Pi Sigma Pi Scholarship Foundation.

Organization Legal Name: The Delta Pi Sigma Pi Scholarship Foundation

Address: 1143 Avalon Pkwy, Williamsport, PA 17701

EIN: 87-2998420

STOCK DONATIONS

Stock donation is an increasingly popular way to creatively fund The Delta Pi Sigma Pi Scholarship Foundation. It is simple and also potentially beneficial from a tax standpoint.

Here are two primary tax benefits associated with giving stock that is held more than 12 months:

1. Potentially avoid paying capital gains tax on any increased value of your stock.

2. Potentially receive a tax deduction for the full fair market value of the stock on the date of the gift.

Download our Stock Donation Form

For estate planning advice, please contact your attorney, financial planner or accountant.

DONOR ADVISED FUND

A Donor Advised Fund (DAF) is an increasingly popular charitable vehicle due to its favorable tax benefits. Part of the increased popularity comes from the flexibility to make multiple contributions to the DAF and control when distributions, such as setting up a monthly gift, are made to The Delta Pi Sigma Pi Scholarship Foundation,

Contact us or your Donor Advised Fund administrator on how you can contribute monthly. To make a gift to The Delta Pi Sigma Pi Scholarship Foundation via your Donor Advised Fund,

please use the information included below.

Organization Legal Name: The Delta Pi Sigma Pi Scholarship Foundation

Address: 1143 Avalon Pkwy, Williamsport, PA 17701

EIN: 87-2998420

For estate planning advice, please contact your attorney, financial planner or accountant.

DISCLAIMER

Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor, attorney, or accountant.