The Omega Society
This gift will leave your lasting legacy, supporting our brothers in perpetuity.
Leave your legacy
There will come a time in all our lives when we consider how we want to leave our legacy. Your life’s accomplishments are important to celebrate and honor. A charitable gift to Alpha Phi Delta Foundation is such a way to cement your legacy. Charitable gifts, including long-range estate and financial planning, can be a great way for you to provide support for Alpha Phi Delta. It is possible to “Leave a Legacy” while potentially minimizing taxes and settlement costs and conserving more of your estate for loved ones.
What are the easiest ways to leave my legacy?
There are many ways to make an estate bequest. Here are two very straightforward types of giving:
What should I do first?
Please contact Bro. John Hadgkiss, Beta Rho ’66, omega@apdfoundation.org if you’d like to step through your options. Or simply inform John of the bequest once it’s made. All we need is your written verification. If you have already included Alpha Phi Delta Foundation in your estate plan, please let us know so that we can award you the Omega Society pin.
If you would like to download a copy of the above, please click here.
Why is it important to consider an estate plan?
An estate plan gift is a powerful tool that can provide a way for you to help secure your own financial future and the financial future of Alpha Phi Delta. It can help you make larger gifts than you ever dreamed possible. Some estate plan gifts can provide you with income for life.
When is the best time of my life to join the Omega Society?
Now! Let us talk to you about making a planned gift to support Alpha Phi Delta and becoming a life-long partner in advancing academic excellence while making a difference in the lives of our students. None of us know when our time runs out. That means the time to do this is now.
Each of the deferred giving types is closely regulated by law and requires special arrangements and tax treatment. Alpha Phi Delta Foundation, Inc. can work with you and your attorney to ensure your wishes are documented correctly.
Alpha Phi Delta Foundation, Inc., a 501(c)(3) tax exempt organization
There will come a time in all our lives when we consider how we want to leave our legacy. Your life’s accomplishments are important to celebrate and honor. A charitable gift to Alpha Phi Delta Foundation is such a way to cement your legacy. Charitable gifts, including long-range estate and financial planning, can be a great way for you to provide support for Alpha Phi Delta. It is possible to “Leave a Legacy” while potentially minimizing taxes and settlement costs and conserving more of your estate for loved ones.
What are the easiest ways to leave my legacy?
There are many ways to make an estate bequest. Here are two very straightforward types of giving:
- Bequests - A bequest is a gift made through a will or living trust. Bequests may be stated as a percentage of your estate, as the residual of your estate or a specific dollar amount. Here is some suggested language as a starting point for your attorney:
- Unrestricted – “I hereby bequeath $ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA to be used for purposes as deemed appropriate by the Foundation’s board of directors.”
- Restricted – “I hereby bequeath $ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA to be used in the following manner: , in accordance with the Foundation’s overall objectives .”
- Contingent – “Provided that my final estate valuation is greater than $ , I hereby bequeath $ to Alpha Phi Delta Foundation, Inc., PO Box 23188, Pittsburgh, PA to be used for purposes as deemed appropriate by the Foundation’s board of directors.”
- Retirement Accounts and Insurance Policies - You can name the Foundation as beneficiary of a retirement account (401k or IRA) or a life insurance policy and secure important tax benefits. Just list the beneficiary as Alpha Phi Delta Foundation, Inc, tax ID # 31-1005845.
What should I do first?
Please contact Bro. John Hadgkiss, Beta Rho ’66, omega@apdfoundation.org if you’d like to step through your options. Or simply inform John of the bequest once it’s made. All we need is your written verification. If you have already included Alpha Phi Delta Foundation in your estate plan, please let us know so that we can award you the Omega Society pin.
If you would like to download a copy of the above, please click here.
Why is it important to consider an estate plan?
An estate plan gift is a powerful tool that can provide a way for you to help secure your own financial future and the financial future of Alpha Phi Delta. It can help you make larger gifts than you ever dreamed possible. Some estate plan gifts can provide you with income for life.
When is the best time of my life to join the Omega Society?
Now! Let us talk to you about making a planned gift to support Alpha Phi Delta and becoming a life-long partner in advancing academic excellence while making a difference in the lives of our students. None of us know when our time runs out. That means the time to do this is now.
Each of the deferred giving types is closely regulated by law and requires special arrangements and tax treatment. Alpha Phi Delta Foundation, Inc. can work with you and your attorney to ensure your wishes are documented correctly.
Alpha Phi Delta Foundation, Inc., a 501(c)(3) tax exempt organization
The Omega Society Honor Roll
Omega Society membership includes all brothers who have left an estate bequest, all brothers who have indicated their inclusion of Alpha Phi Delta Foundation in their estate plans. The "In Memoriam" section includes all brothers in whose memory posthumous gifts in excess of $5,000 were received.
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Gold $100,000+
Anthony Carfang, Psi '69 Mickey D'Addato, Beta Beta '56 John Hadgkiss, Beta Rho '66 Robert Hartman, Beta Xi '93 Lawrence Kaufmann, Beta Xi '88 |
Silver $25,000+
Joseph Caldarella, Beta Sigma '73 Albert DiBaggio, Beta Omicron ‘57 * Alex Franki, Gamma Lambda '90 Nick Franki, Gamma Lambda '87 Michael Iacovelli, Theta Beta '81 Felix Infausto, Epsilon '29 * Ryan McCaw, Delta Chi '02 Maria Raffa * Don Rizzo, Beta Xi '56 Ray Rokicki, Gamma Nu '97 Anonymous ($50,000) |
Bronze up to $25,000
Gary Cuda, Beta Chi '71 Aldo Del Sorbo, Delta '74 * Armand DeRosa, Beta Eta '38 * Gerald N DiLoreto, Beta Theta '38 * Al Fafara, Beta Xi ‘69 Robert Grecco, Beta Mu ‘74 Joseph Malecki, Beta Chi '83 James C. Muffoletto, Epsilon '65 Edward Nickolas, Nu '32 * Richard Primiano, Beta Delta '61 * Richard Schaal, Beta Rho ‘66 Calvin Shipley, Psi '71 Rocco Sutera, Beta Eta '38 * Gary van Schaften, Beta Lambda ‘68 |
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In Memoriam
Paul Alafogiannis, Beta Pi ‘89 * Santo Barbarino, Beta Sigma '65 * Al Branchi, Beta Beta '60 * Bro. Camillus Casey, Beta Sigma '62 * Anthony Castellano, Beta Phi '80 * Frank Cavallaro, Theta Beta '36 * Ernest Coletti, Mu '45 * Adam DiVincenzo, Psi '32 * |
Ed Magliocco, Beta Delta '50 * Louis Mauriello, Eta '34 * Rocco Muffi, Psi '65 * Albert E. Palazzo, Theta Beta '46 * Leon Panella, Psi '62 * John Pasta, Beta '18 * Robert Polito, Beta Rho '67 * Stanley W. Raffa, Delta '49v |
Joseph Randazzo, Eta '34 * Richard Rau, Beta Sigma '69 * Anthony Sallo, Psi '63 * Paul Sciullo, Psi '92 * Rev. Leonard Tuozzolo, Psi '61 * Daniel Winkler, Beta Rho '66 * Albert Zanzuccki, Beta Lambda '58 * |
* Deceased
If you have included Alpha Phi Delta in your estate plan and are not listed above, please notify us at omega@apdfoundation.org.
If you have included Alpha Phi Delta in your estate plan and are not listed above, please notify us at omega@apdfoundation.org.
