Alpha Phi Foundation



Planned Gift

It is the general policy of Alpha Phi Foundation to accept planned charitable gifts for the benefit of the Foundation as provided by the Internal Revenue Code. In accordance with this policy, all gifts, including those designated, restricted or unrestricted, shall be accepted or rejected by recommendation of the Executive Director, subject to the ultimate approval or disapproval of the Board of Directors.

The Foundation seeks the advice of legal counsel in all matters pertaining to its planned giving program and executes no planned giving agreement without the advice of counsel. All agreements shall follow the format of the specimen agreements provided or approved by the Foundation's legal counsel. Prospective donors are urged to seek their own counsel in matters relating to their planned gifts, tax and estate planning.

The Board of Directors has approved and shall make available to supporters of the Foundation the following types of deferred gifts:
  • Bequests (and Gifts in Trust)
  • Charitable Gift Annuities (both current and deferred)
  • Charitable Remainder Unitrusts
  • Charitable Remainder Annuity Trusts
  • Life Insurance
Those remembering the Foundation through planned gifts become members of the Clara Bradley Burdette Society, which recognizes members in their lifetimes with a special pin and other recognition.

For more information on planned giving, please contact:
Anne Wolfcale, Major Gifts Officer