Dear Tau Brother:
Please consider leaving a lasting legacy for future generations of Tau brothers through an estate bequest. Here are several entities for you to choose from:
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The Texas Kappa Sigma Educational Foundation:
- This fund is a designated 501(c)7 entity; therefore, gifts are not tax deductible.
- The five Foundation Directors manage funds (Danny Grant, Bill Jackson, John Kincade, Brian Miller, and Bill Zwiener, all of whom are Tau initiates).
- Funds are allocated for capital improvements to the Lodge or Warren Residence Hall and to reduce the current mortgage note. Any capital improvements are subject to approval by the Design Committee, composed of representatives of alums, donors, the house director, parents, and residents.
- Naming rights start at $25,000 and can be used to designate a room/common area in the Warren Residence Hall or the Tau Chapter Lodge in Austin.
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The Tau Trustees Educational Foundation:
- This fund is a designated 501(c)3 entity, which makes your gift tax deductible.
- Three Foundation Trustees manage funds (Terry Sabom, Rick Warren, and Michael Sharpe, all Tau initiates).
- Distributions are allocated for student scholarships. Recipients are selected through referral by Tau Chapter's Grand Treasurer and confirmed by Trustees based on leadership contributions, scholastic achievement, financial need, and service to the community.
- All awards are made payable to Tau Chapter as a credit for individual dues paid on behalf of the scholarship recipient. If dues have already been paid, the Chapter will reimburse the recipient.
- Naming rights start at $35,000 and could be used to identify a specific scholarship or a room/common area in the Warren Residence hall or the Tau Chapter Lodge in Austin.
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The Kappa Sigma Endowment Fund:
This fund provides student scholarships; however, the funds are payable to the respective universities, rather than to Tau Chapter. All grant requests are ultimately evaluated and determined by six Endowment Fund Trustees. This is also the legal entity for the Stephen Alonzo Jackson Weekend of Giving, Founders Day, the Military Heroes Campaign, and Kappa Sigma Alumni dues.
- This fund is a designated 501(c)3 entity, which makes your gift tax deductible.
- Seven Endowment Fund Trustees manage funds (Bishop, Kaplan, McClamroch, McKenzie, Nascimento & Roberts, plus current WGM Adam Merillat).
- Scholarships are awarded to undergraduates who submit applications.
- Awards are made payable to the university that the recipient currently attends. (Theoretically, the undergraduate is an indirect beneficiary, assuming tuition has not been met in another way.)
- Funds can be held in trust for Tau initiates if preferred or awarded to Kappa Sigmas attending other universities.
- Naming rights start at $50,000 for a scholarship that lasts in perpetuity (or $20,000 for a scholarship lasting 5-10 years) and could be used to identify a specific scholarship or room at the Kappa Sigma International Headquarters in Charlottesville.
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We have attached an estate/planned gift form for you to specify your beneficiary, the type of gift you are giving, and direct how it is to be used. If you would like to discuss these options further, please contact Michael Sharpe via email at bighornsfan@sbcglobal.com or by phone at (817) 422-1108.
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Thank you for supporting the proud legacy of Kappa Sigma and the Tau Chapter. |
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Bill Zwiener
Tau Trustees Committee Chairman
bzwiener@jonesandzwiener.com
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Pay Your Tau Trustee Dues Online
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Tau Trustee dues cover Tau Alumni dues, House Corp. stipend, summer rush contribution, KS Fraternity dues, and contribution to KS Military Heroes Campaign. |
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