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Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Stocks, securities, & mutual funds

Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.

Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.


  • Gifts of assets can often save you far more on taxes than gifts of cash
  • Avoid all capital gains taxes
  • Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
  • Make an immediate impact on our mission

How it works

  1. Transfer appreciated securities directly to us (and avoid all capital gains taxes).
  2. Receive a tax receipt for the value of the assets.
  3. The securities are sold and the funds put directly to use for greatest impact.

Ask your broker to donate through:

Merrill Lynch Advisors
DTC number: 8862
ACCT name: Pi Kappa Phi Foundation

Tax ID#: 46-0975567
ACCT Number: 850-03730

Contact us to learn more

Qualified Charitable Distributions from your IRA

A Qualified Charitable Distribution (QCD) is a tax-efficient way for individuals who are age 70 ½ or older to make gifts directly from their Individual Retirement Account (IRA). QCDs can count towards satisfying an individual’s Required Minimum Distribution (RMD) for the year, which is the minimum amount that an individual must withdraw from their IRA each year once they reach age 73.

Who it’s for

  • Individuals 70 ½ or older
  • Those who have an Individual Retirement Account (IRA) that is a traditional IRA, not a Roth IRA
  • Those who want to make a charitable gift that counts towards their Required Minimum Distribution
  • Those who want to reduce their taxable income


  • Reduce taxable income
  • Counts towards your Required Minimum Distribution for the year
  • Make an immediate impact on our mission

How it works

  1. Instruct your IRA custodian to distribute up to $100,000 directly to one or more eligible charities.
  2. The QCD counts towards your Required Minimum Distribution.
  3. The QCD is not included in your taxable income, which can reduce your overall tax liability. You will not receive a charitable income tax deduction for the QCD.

If you wish to make a Qualified Charitable Distribution, contact your IRA custodian to get started.

Contact us to learn more

Donor-advised funds

A donor-advised fund (DAF) allows individuals to make charitable contributions and receive an immediate tax deduction. The funds are managed by a DAF custodian, and the donor can recommend grants to their preferred nonprofit organizations. Donors can contribute to the fund over time and recommend grants to charities at their discretion, providing flexibility in their giving strategy.


  • Retain the flexibility to make grant recommendations over time
  • Receive an immediate tax deduction when contributing to your fund
  • Make an immediate impact on our mission

Log in to your donor-advised fund account or contact your fund administrator to submit a grant request.

Submit your request to:

Pi Kappa Phi Foundation | EIN# 46-0975567
Tax ID#: 46-0975567

If you choose to support our organization, please contact us to let us know to ensure that you are properly acknowledged and that your grant gets put to use as you intend.

Contact us to learn more

Real estate

Who it’s for

  • Those who own property that has appreciated in value and would result in a significant capital gains tax liability if sold
  • Individuals wanting to simplify their estate planning and reduce their estate tax liability
  • Those no longer using the property and want to avoid the expenses and hassles of owning and maintaining it


  • Reduce estate tax liability
  • Eliminate ownership and maintenance expenses
  • Make a significant charitable gift in support of our mission

How it works

  1. Contact us to let us know about your interest in donating real estate.
  2. Obtain an appraisal of the property to determine its fair market value. This will help you determine the amount of your charitable deduction for tax purposes.
  3. Work with us and your attorney to transfer the property ownership. This may involve executing a deed, transferring title, and completing any necessary legal or regulatory requirements.
  4. Claim your charitable deduction on your tax return for the year in which the donation is made.

Consult with a qualified estate planning attorney and tax professional to determine if this is the right option for you. Additionally, there are some restrictions on the types of property we can accept, so please contact us before you donate!

Contact us to learn more

Add the gift of real estate in your will or trust

Potentially reduce estate taxes for your heirs while ensuring that the property is used for a charitable purpose and not subject to potential disputes or mismanagement in the future.

Learn more

Make your mark with Pi Kappa Phi.

Since 1904, Pi Kappa Phi has prepared generations of young men to lead in their chapters, campuses, and communities. Their impact is the legacy of our Founders: a story of exceptional leadership which has bettered the world around us. Through a planned gift, you can leave a legacy that will advance the story our Founders began. Planned gifts allow you to make a lasting impact on Pi Kappa Phi.

Image of a Pi Kappa Phi pin and sash worn by a man in a blue and white checkered shirt

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Steve Esworthy

Title :Chief Advancement Officer

Phone: 980-318-5366


Already included us in your estate plan? Let us know

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More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

Learn more

Beneficiary designations

Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.

Learn more

Gifts that pay you back

Give assets while providing yourself or others with income for a period of time or distributions at a later date.

Learn more