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Ways to Invest in Our Programs

Tau Beta Sigma alumni and friends are the driving force behind the success of the Tau Beta Sigma Trust Fund. Your interest and investment in the future of Tau Beta Sigma makes a difference, and has a direct impact on the members of today as they lay the foundation for the organization of tomorrow.

A number of giving opportunities are available to those who wish be a part of the legacy of the Sorority and see the Trust Fund grow and prosper while supporting the Mission of Tau Beta Sigma.

All contributions are allocated to the greatest need unless the donor wishes to designate the gift for endowment purposes. Endowed funds provide a lasting tribute for the donor and/or the honoree and a secure financial future for the Tau Beta Sigma Trust Fund.

The following methods are those most frequently used for charitable contributions. Please consult with your attorney, financial planner, accountant or tax adviser for additional information about gifts most advantageous to your situation.

Gifts of Cash

Cash gifts in the form of a personal check or credit card remain the most common way to make a charitable contribution.

Matching Gifts

Corporations annually demonstrate their support for Tau Beta Sigma by matching, or even multiplying, their employees' gifts to the Sorority. Ask whether your employer participates in such a program. Certain restrictions apply to matching gifts; please consult your company's personnel office for further information.

Gifts of Securities

Gifts of securities are often more tax-wise to contribute than cash because with a gift of appreciated stock the donor can avoid capital gains taxes while receiving an income tax deduction for the full fair market value of the gift. Contact Di Spiva, National Executive Director of Tau Beta Sigma for more information about gifts of securities.

Gifts by Bequest

The Tau Beta Sigma Trust Fund may be named the beneficiary in a will or trust of a designated gift, a percentage of the estate or a residual bequest of whatever property remains after specific bequests have been fulfilled. The Foundation can also be named as the beneficiary of a life insurance policy or retirement plan.

Life Income Gifts

Life income gifts can produce significant gift and estate tax savings, increase the donor’s annual income or provide a way to make a gift now but preserve assets for later transfer to heirs. Examples include charitable gift annuities or charitable remainder trusts.

 

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Tau Beta Sigma National Headquarters
P.O. Box 849
Stillwater, OK 74076-0849

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Office: 405.372.2333
Fax: 405.372.2363