See below for frequently asked questions from chapters about giving back to Theta Foundation. For additional information and resources, visit our Chapter Fundraising Resources page and read the college philanthropy event blog posts.
Can’t find the answer to your question? Please contact:
Jami Slaton, Manager of Annual & Chapter Giving
When Theta Foundation receives a tax-deductible donation, we must record where the gift came from for tax purposes, but we also like to recognize key individuals, chapters, companies, or organizations who are responsible for soliciting the gift. Hard credit is provided to the donor that is giving the money to Theta Foundation (as is indicated by the name on the checking account/credit card) for tax purposes. Soft credit, on the other hand, can be given to anyone our organization wishes to recognize as “responsible” for bringing the gift to fruition. Soft credit is frequently used for donor listings, recognition, and Grand Convention awards.
It is important to note that not all donors are seeking a tax deduction for their gifts, and only donations made to a qualified charitable organization are tax-deductible. Kappa Alpha Theta Foundation, Inc. (the “Foundation”), is a 501(c)(3) public charity that is organized and operates exclusively for charitable and educational purposes. Therefore, any donations made to Theta Foundation are eligible for tax-deduction. The Foundation is a separate legal entity from Kappa Alpha Theta Fraternity, Inc. (the “Fraternity”) and its local chapters, which are organized primarily for social purposes and are therefore categorized as a 501(c)(7) organization. Donations made directly to the Fraternity or its local chapters are not tax-deductible. Chapters are permitted to collect contributions from individuals and organizations as long as they make it clear that the gift is not eligible for a tax deduction. Chapters are also permitted to collect contributions on behalf of Theta Foundation (see next question).
Individuals, other fraternity/sorority chapters, companies, or organizations with a desire to make a monetary contribution to a qualified charitable organization can write their checks directly to Kappa Alpha Theta Foundation. The donor can include additional instructions on the check’s memo line if desired (e.g. designated to a specific fund). The donor will receive a hard credit and your chapter will receive a soft credit for these donations. The donor will receive a receipt directly from Theta Foundation to retain for their tax purposes. Please note it is critical that your chapter forward checks (accompanied by the One-Time Chapter Giving Form) to Theta Foundation within 30 days of the event so they can be deposited and acknowledged appropriately.
Although Theta Foundation is willing to collaborate with chapters on fundraising efforts, chapters are strictly prohibited from using the Foundation’s EIN without the express written authorization of Theta Foundation’s executive director. The most commonly approved use of the Foundation’s EIN is for restaurant fundraising/profit sharing events where Theta Foundation is the direct recipient of a percentage of sales. Please email FDNMail@kappaalphatheta.org with any requests for the Foundation’s EIN.
Currently, chapters are only able to donate via check. If your chapter has a chapter debit card, it should only be used for officer budget expenses, and cannot be used for philanthropy donations.
Chapters are not permitted to collect funds on platforms other than Billhighway. This lowers the risk for fraud, ensures chapters pay low credit card fees, and that donations are appropriately deposited into your Philanthropy Income account.
If you collected cash during your event, you must take the funds to a nearby bank and request a cashier’s check or money order made out to your chapter. You will send that cashier’s check or money order to Billhighway for deposit into your Philanthropy Income line before writing a check to Kappa Alpha Theta Foundation or any other beneficiaries of the fundraising event.
Your CFO will simply write a check to Kappa Alpha Theta Foundation. The funds collected from your fundraising event are deposited into the Philanthropy Income line in Billhighway, so the check will need to pull funds from that line.
Of course! Within the “Designation of Contribution” section, you can indicate which fund(s) you would like to support and what portion of the overall donation you’d like allocated to each fund. If your chapter doesn’t have a specific preference, remember, the annual fund supports the organization’s most pressing needs. Also, designating a portion of your gift to National CASA allows your chapter to take part in the $1 million CASA initiative that is currently underway!
At this time, Theta Foundation does not accept gifts designated to state and local CASA/GAL programs. All gifts Theta Foundation receives restricted for CASA are designated to the three-year $1 million commitment to help National CASA reach its goal of becoming an evidence-based practice.
All gifts to National CASA should be sent to Theta Foundation so they are counted as part of Kappa Alpha Theta’s $1 million commitment to National CASA. Checks should be made out to Kappa Alpha Theta Foundation and the memo should read “National CASA Initiative.” The One-Time Chapter Giving Form should also note “Restricted to National CASA” in the “Designation of Contribution” section.