Year-End Deadlines & Reminders for 2026

Year-End Deadlines & Reminders for 2026

As year-end approaches, thank you for your continued support of the Phi Delta Theta Foundation. If you are considering a gift before December 31, the information below provides important deadlines, giving options, and contact information to help ensure your contribution is received and credited for the 2026 tax year. 

Make Your Year-End Gift 

• By mail: Checks should be postmarked by the USPS no later than December 31 and mailed to: 
  Phi Delta Theta Foundation 
  2 South Campus Avenue 
  Oxford, OH 45056 

• Stock or wire transfer: The Foundation gladly accepts gifts of securities and wire transfers. Contact Joanne McCoy at (513) 280-6707 for transfer instructions. 

• By phone: Contact Joanne at (513) 280-6707 for assistance with your year-end gift. 

Tax-Smart Ways to Give 

Depending on your individual circumstances, several giving options may offer tax advantages. Learn more about year-end giving strategies .

• Appreciated securities: Donating appreciated stock may provide a charitable deduction based on fair market value while helping you avoid capital gains tax. 

• IRA qualified charitable distributions (QCDs): If you are age 70½ or older, a direct gift from your IRA may count toward your required minimum distribution, if applicable, and may reduce taxable income. 

• Donor-advised funds (DAFs): Recommend a grant to the Phi Delta Theta Foundation through your donor-advised fund. 

Please consult your tax or financial advisor regarding your individual circumstances. 

Need Help? 

Although General Headquarters will be closed for the holidays beginning December 23 and will reopen January 4, Foundation staff will be available to process and document year-end gifts and answer questions. 

For assistance, contact: 

Joanne McCoy 
Director of Advancement Services 
(513) 280-6707 
jmccoy@phideltatheta.org 

For tax-receipt purposes, the Phi Delta Theta Foundation’s EIN is 34-6539803. 

Thank you for all you do for Phi Delta Theta. We wish you and your family a joyful holiday season and a happy new year. 

Your Phi Delta Theta Foundation Team