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.

ONLINE

To make a gift online, visit this giving page on the Foundation Chapter website. When making your gift, you will see a section called Additional Details; in the “Tell us why you are giving” field, enter “designated for Mu Chapter Fund”.

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

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.”

THANK YOU

Many thanks for your generous consideration of support for Theta Chi at Berkely. As always, we encourage you to confer with your professional advisors to determine the best method of giving for your specific situation. To learn more generally about how you can support Mu Chapter through the Theta Chi Foundation Chapter, click here, or contact:

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