Deferred or planned gifts enable you to help meet Pi Kappa Alpha’s future needs while benefiting your personal financial position today.
Such gifts can provide significant tax benefits, as well as lifetime income to you and your family.
Whether you would like to support the Fraternity today or benefit us after your lifetime, the Pi Kappa Alpha Foundation is available to assist you in finding a plan that allows you to both provide for your family and support Pi Kappa Alpha.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.
Oak Trust Statement of Intent
If you’ve named the Foundation as a designee for any of your planned giving, please download the Oak Trust Statement of Intent and submit it to our office so we can honor you as a member of the Oak Trust Society.”
Sample Bequest Language
I hereby give, devise and bequeath to Pi Kappa Alpha Foundation (Tax ID 62-6039877), a non-profit, educational corporation located at 8347 West Range Cove, Memphis, TN 38125, the sum of ________ (or ____% of the rest, residue and remainder of my estate) to be used for the general purposes of the Foundation (or for a particular program of your choosing).