Charitable Gift Annuity

  • You may make a gift to the fraternity and receive fixed income for life.
  • You must be at least 50 years old and it is best for those 70 or over.
  • Benefits – guaranteed fixed income for life, income tax charitable deduction, no capital gain tax on transfer of assets, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.
  • Minimum investment of $5,000 of cash or securities.