Foundation Focus Brothers Join Foundation Board Donald M. Heinrich (Chicago 1974) received a BA in economics and an MBA from the University of Chicago. His business career included 12 years in investment banking as a senior vice president at Lehman Brothers and 17 years in the senior management of industrial businesses as a senior vice president of A. O. Smith Corporation and president of two of its subsidiaries. Following retirement in 2013, Don’s emphasis has been on family, friends, and contributing to his local community. A highlight of his life was receiving the Wilkinson Award in 1974 as the outstanding senior in Phi Gamma Delta.
John O’Neill (Akron 1987) is the former president of PCC Airfoils, Inc. after serving 21 years with the company. He earned his bachelor’s degree in accounting and is a non-practicing CPA. Before joining PCC, he worked for Price Waterhouse in the Cleveland, Ohio office. John has served his chapter in various capacities and currently is President of the Akron House Corporation.
End of Year Gifts Give Appreciated Stock, Avoid Capital Gains Giving of appreciated stock to the Foundation may be more beneficial to you than giving cash. You can avoid paying capital gains by gifting stock to the Foundation and receiving a tax-deduction for the market value of the stock on the day you gift it. Contact Ben Robinson at brobinson@phigam.org for more information. Transferring the stock to the Foundation can be as easy as notifying your broker.
Have a Charitable Gift Fund? The Foundation can receive gifts from CGFs. You will need our EIN# 52-6036185.
Make a Gift Directly from Your IRA If you are 70.5 years or older, you can gift up to $100,000 directly from your IRA to the Foundation. You still pay no taxes on the distribution.
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THE PHI GAMMA DELTA|FALL 2021
Giving Is Easy Want to support the Fraternity’s leadership programs, alcohol education, mental health programs and academic endeavors?
Online:
Give securely online at: phigam.org/Donate.
Mail:
Send a check made payable to Phi Gamma Delta Educational Foundation using the enclosed envelope.
Canada:
Visit phigam.org/Canada to give to the Phi Gamma Delta Foundation of Canada. Gifts to the Foundation are tax-deductible in the United States.
www.phigam.org
