Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

When you are looking for ways to help Phi Delta Theta Foundation with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support the Foundation's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with the Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity. View My Free Brochure

Check Out This Potential Scenario

Say that Justin, 66, and Mary, 65, want to make a contribution to the Foundation that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with the Foundation. Based on their ages, they will receive a payment rate of 4.3 percent, which means that they will receive $860 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $5,544* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.

*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

See How It Works

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

See My Benefits

Next Steps

  1. Contact the Phi Delta Theta Foundation at 513-523-6966 or foundation@phideltatheta.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the Foundation.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: Phi Delta Theta Foundation
Address: Oxford, OH
Federal Tax ID Number: #34-6539803

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity. View My Free Brochure