Planned Giving to the Alpha Phi Omega Endowment are divided into two types, Lifetime Gifts and Deferred Gifts.
Lifetime gifts are outright gifts that provide an immediate source of income to the Endowment. Deferred gifts are made as part of an estate plan for transfer to the Endowment after death or gifts that provide a source of income to the Endowment at a future date during the donor’s life benefit. Planned gifts, most of which are tax-deductible and can be arranged through legal counsel or a personal financial planner.
All members who generously invest in the Alpha Phi Omega Endowment through a planned gift will be members of the Blue & Gold Society. Recognition for Blue & Gold Society members will receive VIP status at the National Convention and a gift of memento at the appropriate occasion.
“Amy and I named Alpha Phi Omega as a beneficiary of my insurance policy because we wanted to give back to the organization that has given us so much. It was through APO that we made most of the meaningful friendships we have today and where I made contacts that led me to my present occupation. It’s also the common interest that acted as a conduit for Amy and I to meet and fall in love. Becoming members of the Blue & Gold Society is but a kind gesture compared to the happiness, friendships and memories the Fraternity has and continues to provide us.“
Tom Westfall, Alpha Gamma ’05, Amy (Pivovarnik) Westfall, Alpha Gamma ’01.