Tips for End of Year Giving

By Foundation Director, Charles T. Ball, Miami ‘82

Undergraduate members at Leadership Academy

At the Phi Kappa Tau Foundation, we can help you think strategically about how you give and how to make our community a better place. We work to ensure that your donations make the greatest impact on the causes you care about, such as giving directly to your chapter, while maximizing your tax advantages. Even with the increased standard deduction, there are still tax-wise ways you can give to your favorite causes.

  1. To mail a check, simply make it payable to the Phi Kappa Tau Foundation and make sure it’s postmarked by December 31 to receive a 2021 charitable tax deduction. Checks may be mailed to the Foundation at 5221 Morning Sun Road, Oxford, OH 45056.

  2. Gifts can be made through December 31 at our simple online giving portal www.phikappatau.org/give. Make a one-time gift, or even better, sign up for a recurring monthly gift. Just five or ten dollars a month can add up and you can join the Ewing Boles Society for as little as $83.34 per month.

  3. Consider a gift of appreciated stock or mutual funds. If you have stocks or other publicly traded securities that are worth more than what you paid for them, consider using these for your charitable giving this year. Appreciated stock and mutual funds can offer a more cost-efficient deduction, based on current fair market value, not your cost basis. The Foundation can accept marketable securities of any kind. We recommend initiating year-end mutual fund and stock gifts as soon as possible. Click here for instructions on stock gifts.

  4. Give in someone's honor or memory.

Donate in lieu of a holiday gift. Whether it's to our Brotherhood Fund or one of our other funds, be sure your gift is postmarked or submitted online by 11:59 p.m. on Dec. 31. We at the Phi Kappa Tau Foundation hope you have a happy and safe holiday season.

For additional questions on end of year giving please contact cball@phikappatau.org.