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WAYS TO GIVE

Thank you for your interest in supporting us in Building Better Men for a Better World.

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Just as higher education is changing, so to is the fraternity experience. The Triangle Education Foundation works to ensure that brothers - current and future generations - have access to programs and services that enrich their time on campus. Along with providing scholarships, financial aid, and funding for leadership and professional development programs that help to produce the most well-rounded engineers, architects, and scientists.

The Foundation is much more than a fundraising vehicle. It has real programs, developed and administered by real people, which provide real benefits to Triangle Fraternity and its members in building the Triangle Experience.

The Foundation clearly understands and believes that its sole mission is to support Triangle and its members, and it is committed to that mission. When you, as a Triangle alumnus, receive your letter seeking support for the Foundation and its programs, please respond. It's important to the future of Triangle, and given Triangle's technical focus, we believe it's also important to maintain the competitiveness of our country.

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Below are a few simple and convenient ways YOU can support the Foundation and its educational programs.

GIFTS OF CASH, CHECK, OR CREDIT CARD

The most popular way of contributing to the Foundation is to make a cash gift - currency, check, money order, credit card, or draft. Checks should be made payable to:

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Triangle Education Foundation
120 S. Center Street
Plainfield, IN 46168

GIFTS OF APPRECIATED SECURITIES

Gifts of appreciated securities are frequently given to the Foundation since there are several tax advantages to be realized. First, no capital gains tax needs to be paid on appreciated securities that are contributed. Second, in filing income tax the full current market value of long-term securities (held more than 12 months) may be claimed as a charitable deduction. Contact the Foundation office to get the details on how to transfer securities to the Foundation.

GIFTS THROUGH YOUR RETIREMENT PLAN

Gifts through your qualified retirement plan are easy to make and tax-wise for the donor and Triangle Education Foundation. By rolling gifts directly from your plan to the Foundation, you may meet your minimum distribution requirements and not have to claim this distribution as income. Contact the Foundation office to get more details on making a gift from your qualified retirement plan. | MORE

DONOR ADVISED FUNDS

A donor-advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to simplify your charitable giving. 

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How does it work?

  • Establish your DAF by making an irrevocable, tax-deductible donation 

  • Advise the investment allocation of the donated assets (any investment growth is tax-free

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What are the main advantages?

  • Simplicity - The DAF sponsor handles all record-keeping, disbursements, and tax receipts

  • Flexibility - The timing of your tax deduction can be separate from your charitable decision making

  • Tax efficiency- Contributions are tax-deductible and any investment growth in the DAF is tax-free. It is also easy to donate long-term appreciated securities, eliminating capital gains taxes and allowing you to support multiple charities from one block of stock.

  • Family legacy - a DAF is a powerful way to build or continue a tradition of family philanthropy

  • No start-up costs - There is no cost to establish a DAF, however, there are often minimum initial charitable contributions to establish the DAF (typically $5,000 or more)

  • No transaction fees - once approved, 100% of your recommended grant goes to your qualified public charity of choice.

  • Privacy if desired  - donors may choose to remain anonymous to the grant recipient.

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To start the Donor Advised Fund process, use the tool below!

STOCK TRANSFERS

Many gifts to Triangle are made in the form of stock. By gifting appreciated security directly to a charity like Triangle, a donor is eligible for a charitable deduction for the full market value of the stock, plus he doesn’t have to pay capital gains taxes!

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The information below may help you if you are contemplating such a gift this year. Please feel free to share this information with your professional advisers, such as your attorney, CPA, or stockbroker.

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When transferring appreciated securities, please notify the Education Foundation of the name and number of shares being transferred in advance of the transaction. We want to make certain that your gift is correctly acknowledged for your tax records, and that you received full credit for your contribution in the Foundation's next Annual Report. 

 

Legal Name:

Triangle Education Foundation

 

Federal Taxpayer ID Number:

___23-7063427

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Mailing address:

120 S. Center Street

Plainfield, IN 46168

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Brokerage account name:

Triangle Education Foundation

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Brokerage account number:

6606-1092

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DTC number:

0164, Code 40

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Broker:

Triangle Education Foundation
c/o Charles Schwab & Co., Inc.
AS Document Control
PO Box 982600
El Paso, TX 79998-2600

Contact: Bradford Vannelli
(313) 944-0183 or bvannelli@transcendcapital.com

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Fedwire Transfer:

Citibank NA
399 Park Avenue
New York, NY 10022
ABA#: 021000089
FBO: Charles Schwab & Co., Inc. A/C#: 40553953


For further credit to Schwab Client Account #: 6606-1092

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WIRE TRANSFERS

Bank Name:

Citibank NA 399 Park Avenue, New York, NY 10022

 

ABA/Routing Number:

021000089

 

Account Name:

Charles Schwab & Co., Inc.

 

Account Number:

40553953

 

REFERENCE:

Account Name:

Triangle Education Foundation Further Credit to Account # 6606-1092

DONOR ADVISED FUNDS

Use the widget below to begin the Donor Advised Fun (DAF) process.

MATCHING GIFTS

Many corporations provide charitable matching gift programs to their employees. This is an easy way to double or even triple the impact of your annual gift. The Triangle Education Foundation is a 501 (c) (3) charitable educational foundation and is eligible for many corporate giving programs. To find out if your company will match your gift to Triangle, please contact your company's giving officer or the Foundation.

Real and Personal Property Real estate and certain items of personal property of established value can be donated to the Foundation. Personal property which is beneficial to the Foundation’s purpose and function and real estate are tax deductible at fair market value as established by a recognized appraiser. | MORE

LIFE INSURANCE

The outright contribution of all rights of ownership in a life insurance policy creates for the donor an immediate deduction for income tax purposes. The naming of a charitable organization as the beneficiary of a life insurance policy will not provide an income tax deduction, but the proceeds of the policy must be included in the donor’s estate, and there will be an offsetting charitable deduction.

BEQUESTS

A bequest through a will is the most frequent form of deferred gift, largely because it can be a means of making a substantial gift to the Foundation without diminishing the assets available to the donor during his lifetime. Important estate tax savings can result from this type of contribution, since bequests to the Foundation may be deducted from the total estate in determining estate taxes.

Although the actual drafting of your will should be arranged through your attorney, counsel for the Foundation is available to confer with you and your attorney in drafting the appropriate bequest clause.

The simplest of the various ways to provide support for the Foundation through a will is a bequest of a fixed amount or a percentage of dollars or specific items of real or personal property. Bequests can be as small as $10,000 and still provide a perpetual annual gift large enough to have a worthwhile impact.

If you have already decided to include the Triangle Education Foundation in your will, let us know so that we can recognize you through our “Living Oak Society” membership -- individuals already committed to the future of our Fraternity.

LIFE INCOME TRUSTS

Individuals who wish to give substantially toward the strength of Triangle yet wish to retain life income payments from the assets being donated often choose to enter a life income trust program.

Gifts in the form of living charitable remainder trusts provide the same estate tax benefits as bequests. In addition, many forms of agreements provide substantial lifetime income tax benefits. Two basic types are the Charitable Remainder Annuity Trust and the Charitable Remainder Unitrust.

In each case the individual transfers either cash or property to the Trustee of the Charitable Remainder Trust (for example, a bank trust department). The trustee agrees to pay a specified amount to the individual or to his designated beneficiary for life. Income payments may be based upon a fixed dollar amount or a specified percentage of the total trust assets. The principal of the trust when it becomes available to the Foundation following the death of the life-income beneficiary will be used on behalf of Triangle either in an area of greatest need or as specified by the donor.

GIFTS IN HONOR & MEMORY

One of the most thoughtful contributions an individual can make is a gift in honor or in memory of a teacher, advisor, brother, friend, or relative. An honorary or memorial gift is an appropriate way to recognize someone’s life and accomplishments. The magnitude and diversity of the Foundation offers many opportunities for donors who wish to associate the name of a family or respected individual with a project or program of enduring worth.

ENDOW A PROGRAM OR SCHOLARSHIP

Choosing to endow and name a Triangle leadership program, scholarship, or another initiative is a terrific way to permanently establish and recognize your legacy in Triangle. There are currently more than 32 endowments within the Triangle Education Foundation and the growth of Triangle Fraternity is driving the need for more endowments. For more information on establishing an Endowment of Named Fund contact Scott Bova, President, at SBova@triangle.org or

317-837-9641. | MORE

MAKE YOUR GIFT TODAY

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