Page 10 - Delta Upsilon - Houston Chapter Campaign Brochure

How to Make A Gift Leave A Legacy Campaign Goal: $300,000 gift. We request that the combined gift total $7,500 – so if you give $3,750 and your Pledges: We ask that each alumnus company matches $3,750 then you would You have the opportunity to Leave a Legacy determine the best pledge he can make receive credit for a $7,500 gift. by giving back to an experience that helped over fve years when considering his gift to shape your life and help ensure the same the campaign. There are a variety of ways Credit Card: Pledges can be paid experience for future generations of Delta to make your gift, including check, credit automatically through credit card based on Upsilons. We invite you to include Delta card, automatic withdrawal, or stocks and the schedule provided on your pledge form. Upsilon in your estate plans. securities. Gifts may be paid all at once or All major credit cards are accepted (Visa, over a fve year period, to help you make Master Card, Discover, American Express). Ways to include the best gift possible. Houston Chapter: Stock Gifts: You may utilize appreciated • Through your will or trust Gifts of $7,500 or more will be stock to fulfll your campaign pledge routed through the Delta Upsilon commitment. If you would like to make a stock • By designating us as a benefciary Educational Foundation (DUEF) gift, please contact our Account Manager on a life insurance policy attention to the Houston CEA Kyle Taylor at ktaylor@thelaurusgroup.net • By designating us as a benefciary and are tax deductible to the extent or (770) 903-3987 for the transfer instructions. on an IRA or retirement account allowable by law. All of these gifts will be • Other options are available through the used for educational space in the house, as Gifts-in-Kind: Gifts-in-kind will be guidance of your fnancial advisor required by IRS Tax Code. reviewed and evaluated on a case-by-case basis by the Campaign Steering Committee. ** Information contained herein is not intended to serve as legal or We ask that pledges less than $7,500 be tax advice. You should consult your own fnancial advisors and/or made payable to the HADU Housing. lawyers to discuss your particular situation. While not tax deductible, this allows Houston Chapter to use the funds for whatever purpose is needed most. “As an out of state student, I arrived at UH not knowing a soul. When I joined Delta Upsilon I met brothers who remain my best friends to this day. I chose to Matching Gifts: If your company has a matching gifts program, your pledge through support this campaign to ensure that future generations of DUs at UH have the the Delta Upsilon Educational Foundation same opportunity to build a brotherhood that will last their lifetime.” can be matched; matching companies will not give to the House Corporation. As the Craig Enochs ’94 donor, you will receive full credit for both Legacy Society Donor your gift and your company’s matching