Pay It Forward: Support the Next Generation of Brothers
Join alumni and friends in making a lasting impact through your tax-deductible donation
to Mu Chapter.
You can’t repay the fraternity for all of the benefits you enjoyed as an undergraduate … but you can pay it forward.
Please join the alumni and friends listed below in supporting the young men of Mu Chapter today with your tax-deductible gift.
Tax Wise Ways To Give
CHECK
Checks should be made payable to Foundation Chapter of Theta Chi — Mu Chapter Fund and mailed to:
Theta Chi Fraternity at The University of California Berkeley
P.O. Box 9135
Berkeley, CA 94709
Note: this mailbox is maintained and monitored by Mu chapter alumni, not by the undergraduate chapter.
GIFTS FROM YOUR IRA
If you are 70 ½ years old or older, you may contribute funds directly from your IRA retirement fund to a charity of your choice. Congress passed the law in 2017, permanently allowing contributions from your retirement fund to a charity without tax consequences. Since the contributor never paid taxes on the funds, there are no tax implications on a direct transfer for contributions up to $100,000 per year.
The benefit is that alumni avoid paying income taxes on an IRA withdrawal. If you were to withdraw the funds and then make a charitable contribution, you may also pay increased Medicare premiums, which are based on gross income. This is especially advantageous for alumni who are facing a Required Mandatory Distribution (RMD) each year.
GIFTS FROM ESTATES
One of the oldest and best methods for leaving a legacy for Mu Chapter of Theta Chi is by making a gift from one’s estate. Most Americans may simply bequeath an amount from their estate to their favorite organizations by inserting a codicil in their Last Will that states: “I hereby give, devise and bequeath $_______ to the Mu Chapter of Theta Chi Fraternity at the University of California Berkeley.”
ONLINE
STOCKS AND BONDS
Contributing stocks and bonds that have risen in value is one of the best methods for giving. While it makes no difference to the fraternity how you give, gifting appreciated securities allows you to make a tax-deductible contribution AND avoid paying a capital gains tax on the appreciated value of the security. This is a huge advantage when compared to making a cash gift.
Your broker will need the following information to transfer the securities:
Foundation Chapter of Theta Chi—Mu Chapter
(EIN #21-4014559)
TD Ameritrade Custodial Account #916016942
DTC# 0188
Donor information is not automatically provided in security transfers. To make sure your gift is credited appropriately, please let the Theta Chi Foundation Chapter know in advance what securities are being transferred and that they should be credited to our Mu Chapter Fund. To do so, contact:
John Bergoff
jberghoff@thetachi.org
317-848-1856, ext 2028
THANK YOU
Erik Johannessen ‘05
President, Mu Alumni Board Erik.johannessen@gmail.com 415-246-3128
Wesley K. Wicker, Ed.D.
Theta Chi (Mu volunteer)
Principal & Partner Columns Fundraising
wes@columnsfundraising.com
404-213-4446
Vision 2025 Campaign Donors
Diamond Medallion
$75,000+
Stan Nielsen ‘68
Piedmont Society
$25,000 – $74,999
Matt Ogburn ‘85
Pete Lamb ‘86
Crossed Swords Society
$10,000-$24,999
Cam Hubbard ‘66
Erik Johannessen ‘04
CAL Bear Club
$5,000-$9,999
Loring Wyllie, Jr. ‘60
Michael D. Lind, Ph.D. ‘67
Jeff McClain ‘67
Tim Rodgers, MD ‘67
Steve Jardin ‘69
Ed Winskill ‘70
Wes Wicker ’79 (Alpha Phi Chapter, Alabama)
Bob Britz ‘84
Scott Larson ‘84
CAL Gold Club
$2,500-$4,999
William Horton ‘55
Lowell Hickey ‘64
George Clifford ‘67
Cameron Wolfe ‘86
Berkeley Blue
$1,000-$2,499
Ray Horton ‘51
Harold Hill ‘55
Dick Otter ‘55
John Eckman ‘67
Stan Harkness ‘68
Theodore Miller ‘68
Dave Steiner ‘68
Dave Wiley ‘80
Scott Rosen ‘85
Michael Lynch ‘91
Douglas Goldwater ‘00
Albert Magyar ‘13
Men Since 1856
$500-$999
Walter Winfield ‘52
James Loebbecke ‘58
David Kennelly ‘59
James J. Villers ‘61
James Snider ‘62
Melvyn Brodie ‘64
Bill Gravlin ‘64
Mike Rucker ‘69
Philip Pifer ‘77
Dean Grinsfelder 82
Matt McCarthy ‘85
Mark Young ‘85
Mike Taylor ‘06
Garrett Blair ‘19
If you have questions about or corrections for this list, please contact:
Wes Wicker
404-213-4446
wes@columnsfundraising.com