First Steps to Take
When Making a Planned Gift to the
Gamma Phi Beta Foundation
The federal tax ID# for the Gamma Phi Beta Foundation is 75-6026984.
Gifts of Stocks, Bonds and Mutual Funds
If your stock is held by a brokerage firm, you may authorize the broker to transfer the stock directly to our organization’s brokerage account. Please call to inform us of your gift and its purpose, and we will assist you with the transfer.
If you hold the stock in certificate form, please call us for instructions.
Appreciated Gifts of Stock
Notification of Pending Securities Form
Reduce Your Taxes
Gifts of Real Estate
Contact Janet Doolin at the number listed below. She will work with your real estate broker, attorney or other tax advisor to expedite your gift.
Real Estate Gifts
Retirement Plan Assets or Life Insurance Assets
Consult with your attorney or tax advisor about completing a change of beneficiary form for your IRA, pension or profit sharing plans. This can be arranged with your employer, your human resources department, or your plan administrator.
Sample Letter-Request for Charitable Distribution from IRA
Sample Letter-Notifying Charity of Distribution from IRA
Consult with your attorney or tax advisor about changing the ownership and beneficiary arrangement of your life insurance policy. You can also purchase and transfer a new policy to our organization by contacting your insurance agent.
Bequests, Charitable Remainder Trusts, Charitable Lead Trusts
Consult with your attorney about establishing a will or a charitable trust. If you do not have an attorney, we can provide you with a list of several attorneys who have experience in this area.
Four Types of Charitable Bequests
Other Life Income Gifts
Please contact Janet Doolin at the number listed below. Our organization offers gift annuities and other life income options for giving and receiving income back from your gift.
For more information, please contact Janet Doolin at the Gamma Phi Beta Foundation, (303) 799-1874.
|
