The Alpha Sigma Chapter of Pi Kappa Alpha The University of California, Berkeley

Gift of Retirement Assets

  • Using qualified retirement plan funds and naming our chapter foundation as the beneficiary is a great way to pass funds on to us after the last spouse’s death free of taxes.
  • Benefits – flexible because you can change your mind about eh gift, possible estate tax deduction, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.

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