Planned Giving

If you’ve had a successful year in the stock market and/or real estate, or if you’re planning your retirement and have assets such as life insurance, consider making a significant perpetual planned gift to the TKE Educational Foundation. Planned gifts help provide program funding, leadership training and operating capital while supporting your chapter’s special projects funds. Like Charles Walgreen, your name will live in perpetuity as it develops Better Men for a Better World. View more information about Planned Gifts at


Since a bequest is a gift made through your will, you retain full control of your assets during your life. Bequests may specify a designated sum of money, be stated as a percentage of your estate or provide that the residual of your estate (everything left after specific desires are satisfied) be directed to the Foundation. Bequests may also provide for the transfer of real estate, stocks and bonds or other valuable personal property to the Foundation.

Cash Gifts

This is the most common method used in giving to the Foundation. Cash gifts of any size are welcomed any time and may be in response to the Foundation's annual fund drive or a Campaign, in tribute to another Frater or your chapter, in honor of a family member or to support a specific Foundation program. If you itemize deductions on your tax return, an outright donation of cash is fully deductible for federal income tax purposes.

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Corporate Matching Gifts

Many corporations have established matching gift programs whereby they will match any gift made by an employee to a qualified charitable organization. The philosophy for many companies is that the most effective way to use corporate charitable dollars is in support of the interests of their employees. To find out if your employer has such a program, visit the following link: This list was created for your reference, and does not guarantee matching gifts will be approved. Please contact your company's human services office to verify corporate giving activities.

TKE Educational Foundation EIN


Gift of Securities

Giving appreciated securities is an easy way to contribute to TEF. The bounce back in the stock market means many long-term stocks are highly appreciated and worth much more than in previous years. Depending on your basis, profit from selling the stock could be heavily taxed.

Instead of selling your stock and donating the proceeds, you may be able to make an even greater gift and reap the tax benefits by gifting a security to the Foundation and avoiding paying a hefty capital gains tax. These gifts are generally tax-deductible at their full value on the transfer date, when owned for more than a year.

Stock or securities should not be sold by you, rather sent to the Foundation properly endorsed with a certificate of transfer.

Gift Instructions


FRB ABA 021001088
HSBC Bank USA, New York
452 Fifth Avenue
New York, NY 10018

For credit to:
TKE Educational Foundation, Inc.
Incoming Wires Account 000112046
In favor of: VIAS-IIS Operations

Prior to sending wire you must notify TKE Educational Foundation CFO Brett Widner at or 317-872-6533.

For questions, please call:

Ed Ruppert
Investment Consultant
Vanguard Institutional Advisory Services
400 Devon Park Drive
Wayne, PA 19087


Jeff Seegers
Investment Analyst
Vanguard Institutional Advisory Services
400 Devon Park Drive  
Wayne, PA 19087

Memorial Gifts

Memorial gifts in tribute to Fraters who have entered the Chapter Eternal are an excellent way to honor their lifetime involvement and contributes to Tau Kappa Epsilon. Such gifts can be a means to memorialize close friendships or recognize alumni achievements on behalf of the Fraternity. The families of those so honored are informed of your thoughtfulness and you receive acknowledgement of your gift.

Gift of Real Property

This type of gift may offer the greatest tax advantages to the donor. A gift of appreciated property during your lifetime generally qualifies for tax deductibility and avoids the capital gains tax on the recognized profit. It is also possible to transfer such assets and still retain use of the property for life. Any acceptance of real property requires the approval of the Foundation Board of Directors.

Gifts of Life Insurance

The gift of life insurance can be a remarkable asset that requires a relatively small dollar investment in premium payments by you during your lifetime, but results in a relatively large future benefit for the Foundation. The Foundation can be named as owner of the policy and as such the premiums paid qualify as a tax deductible gift or an existing policy can name the Foundation as the beneficiary. Benefits paid from such policies not only generate a substantial gift to the Foundation, but are not taxable as a part of your estate.

Gifts by Credit Card

This is more a means to giving, rather than a manner of gift. Your donation by credit card basically qualifies as a cash gift with full immediate tax deductibility. It provides convenience to those who desire to make a gift at a particular time without having to have cash to do it.

Trust Arrangement Gifts

Charitable remainder trusts are arrangements through which you would place assets into a trust that pays an income for as long as you live, with the Foundation as the ultimate beneficiary of the trust property. There are different options available, such as receiving a fixed annuity or a variable annuity. A financial advisor should be consulted anytime there may be a consideration of setting up such arrangements.

IRA Charitable Rollover

Carefully timing your gift from a traditional or Roth IRA can support TEF and help reduce your overall tax burden. For the 2013 tax year, if you are age 70.5 or older and want to donate an amount from an IRA, you can make a gift without having it count as taxable income.

Tax-free gifts of up to $100,000 (per year) from your IRA need to be timed correctly. The IRA rollover is set to expire on December 31, so this is an opportunity not to be missed. These contributions cannot be made as a planned or deferred gift.

Charitable Gift Annuity

Creating a charitable gift annuity will enable you to transfer a highly appreciated, long-term held security that is paying little or no dividend to a cause near and dear to your heart with no tax penalty.

When you create a charitable gift annuity, you, or a beneficiary you name, will receive a fixed income for life from the TKE Educational Foundation (depending on the type of annuity, person’s age and amount transferred). Your gift will earn you an immediate tax deduction, and a portion of the income will be tax-free. This can be a win-win because you can increase the yield you receive from stocks or CDs and support the Foundation for years to come.

Electronic Funds Transfer (EFT or ACH Transaction)

Electronic Funds Transfers or Automatic Clearing House Transactions provide for automatic deductions from your checking account on a monthly basis for authorized pledged donation amounts to the TKE Educational Foundation. Smaller amounts deducted each month can enable a donor to increase the size of his total support for the year. A record of monthly giving appears on each bank statement. It's convenient for the donor and saves administrative costs for the Foundation.

United Way Donor Option

Most United Ways have established Donor Options Plans. It's a means by which employees, who are "encouraged" to support their employer's United Way Campaign, can designate workplace payroll deductions or one-time donations for other than United Way member agencies, such as the TKE Educational Foundation. Donor Option forms need to be requested by the donor and follow up of the gift designation is important to be sure the donor's wishes are fulfilled.

Combined Federal Campaign (CFC #41030)

Pledges made by Federal civilian, postal and military donors during the campaign season (September 1st to December 15th) support eligible non-profit organizations that provide health and human service benefits throughout the world. The TKE Educational Foundation is an approved CFC organization and will benefit from your donation.