Ways to Give

Cash 
Gifts in the form of cash and checks shall be accepted. All checks must be made payable to Alpha Phi Omega.

Publicly Traded Securities 
Securities that are traded on the New York, NASDAQ, American Stock Exchanges, or other readily marketable securities, shall be accepted with no minimum amount and sold immediately at the time the gift is received by Alpha Phi Omega Inc.   

Closely Held Securities
Non-publicly traded securities may only be accepted after approval of the Board of Directors or their designee.  No commitments shall be made for disposition of such securities prior to completion of the gift.   

Planned and Deferred Gifts
 Planned gifts may be funded with cash, publicly traded securities, and closely held securities.                                                                                                                                                                    
Outright Gifts  
Distributions from estates and trusts actually received by APO during the pledge period of the campaign will be counted toward the outright gifts campaign goal if the distributions are to be used for campaign objectives.  Distributions expected to be received may be counted if confirmed in writing by executors or trustees.   

Deferred Gifts  
Newly established or newly confirmed bequests will be counted toward the deferred gifts campaign goal.  All bequest provisions for campaign purposes instituted by donors who will reach age 70 by the end of the campaign period shall be credited to the campaign at their full estimated face value when proper documentation of the bequest commitment has been completed.  Similar bequests from individuals who will be between the ages of 65-69 at the end of the campaign may be credited to the campaign (with proper documentation), but at 50% of the total estimated value of the bequest.   

Gifts from people below the age 65 will be gratefully acknowledged, but will not be counted toward the campaign goal.   

Life insurance 
Gifts of new or existing permanent life insurance policies naming APO as the owner and irrevocable beneficiary of the policies will be credited to the deferred gifts goal of the campaign as follows:

  • The cash value of paid-up policies on the date of the assignment;  
  • The cash value plus the total amount of premium payments made during the campaign period on those policies not yet paid-up;    
If the insured is 70 years of age on the date the policy becomes owned by APO, full projected death benefit shall be counted.  If the insured is between the ages of 65-69 at the end of the campaign may be credited to the campaign (with proper documentation), but at 50% of the total estimated value of the bequest.   

Life insurance bequests of people below 65 will be gratefully acknowledged, but will not be counted toward the campaign goal.   

Real Property 
No appreciated real property shall be accepted .   


In-Kind Gifts 
Gifts-in-kind are generally not accepted however they will be reviewed on a case-by-case basis and if the gift fulfills a current need it may be accepted. 

Tangible Personal Property 
The Leaders in Service Campaign shall accept no tangible personal property.