Tax Free Gift from your IRA to Sigma Tau Scholarships

Help Undergraduate Fijis with Tax-Free gifts from your IRA

If you're looking for the most tax-effective gift to make to the Sigma Tau Scholarship Fund, be aware that Congress recently extended a law that allows individuals older than 70 1/2 to make tax-free gifts using money transferred directly from your IRA.  You can transfer any amount up to $100,000 through the end of 2011.


How this benefits you?

• The gift generates neither taxable income nore a tax deduction, so you don't have to itemize to take advantage of this opportunity. 

• The transfer may count against your unsatisfied "required minimum distribution" from your IRA

• You can help worthy undergraduates to afford the increased tuition at University of Washington

You may make your check payable to:  Sigma Tau Educational Foundation and send it to:

Roger Collins  '79
c/o Sierra Construction Co., Inc.
19900 144th Ave NE
Woodinville, WA 98072

You can also make a contribution to the Educational Foundation at www.FijiSeattle.com  

NOTE:  The legislation does not permit direct transfers to charitable trusts, donor advised funds, charitable gift annuities, or supporting organizations.  In addition, this opportunity applies only to IRAs and not other types of retirement plans.

Matt Conroy '11 receives Scholarship at 2010 Pig Dinner

Matt Conroy '11

Matt was honored with a scholarship at the 2010 Pig Dinner.   He was screened and selected by the board of the Sigma Tau Educational Foundation.

A bit of background on Matt.  He graduated from Inglemoor High School. He was member of a basketball team that went to state two times finishing 5th and 8th.  Off court, Matt was an active member in DECA and the National Honor Society.

Among the positions that he's held in the undergraduate chapter, he served one year as the liaison with the Graduate chapter. (Note by Clay -- Matt's performance in the graduate relations role was more than commendable -- he was efficient, communicative, and responsible.  I recommend him to anyone who wants to get the job done.)

Matt is finishing his major in Economics with a minor in History. On campus he's been a member of the University Sales Club. For the past two summers he's worked for Green Knight Landscaping.  Matt will be graduating in June 2011, and he could use our help in finding a job commensurate with his solid skills.

Contact Matt via email at:   matt@cbp-wa.com

Kyle Yamamoto '13 receives Scholarship

Kyle Yamamoto '13

At the 2010 Pig Dinner, Kyle Yamamoto '13 was one of the recipients of a scholarship from our Graduate Scholarship program.  Kyle graduated from Roosevelt High School (along with Henry Berry '13 and David Madsen '13) in 2009 where he played varsity soccer and football.  Demonstrating leadership traits, Kyle was also elected the vice president of his class in his junior year, and in his senior year he was elected the student body vice-president.

Since becoming an undergradute at Sigma Tau, Kyle participation within the house has included Scholarship Chair in the Spring of '10 and he is currently the Social Chair for Winter '11.  Kyle has the honor of having been admitted as a Freshman Direct to the Foster School of Business, and he is planning to major in either Finance or Marketing.

Exhibiting his strong work ethic, Kyle also holds down a part time job at Snappy Dragon where he has been a host for the past year and a half.

Jack Grant '12 is 2010 Recipient of the Aaron Schulte Memorial Foundation Scholarship to Study Abroad

Jack Grant '12

 The Class of 2012 includes three members from Inglemoor High School --  Jack Grant, AJ Morrow, and Mat Gastineau.  Each is a star in his own right in the undergraduate chapter, and the Pig Dinner saw Jack Grant on stage to accept the Aaron Schulte Memorial Scholarship.   

 

Jack played varsity baseball in high school and he was active in DECA (a marketing club).  He's held several positions in Sigma Tau -- House Manager summer of 2010, Scholarship Chair - Winter '11, Social Chair Winter of '10 among his positions. He was a Freshman Direct admit into the School of Business where he is a Finance Major. If you frequent Delfino's Pizzeria this Fall you will likely find him waiting on your table, or if you deal with the Accounting Department at Ewing and Clark Real Estate you will find him interning there. 

 

The Aaron Schulte Memorial Scholarship is specifically to support an academic study abroad experience. Jack's experience is through the CHID (Comparative History of Ideas) in Prague, Czech Republic. 

 

The Aaron Schulte Memorial Foundation was created to honor the life of Aaron Schulte '03.

Aaron attended the University of Washington, where he graduated in 2003. While at the university, he joined the Phi Gamma Delta fraternity or "Fiji" house. During his junior year, he studied in Florence, Italy and was able to travel extensively in Europe. Following graduation, Aaron lived and worked in Tacoma, Washington, where he was a pharmaceutical research coordinator for Northwest Kinetics.  Aaron passed away on April 2, 2007 after a courageous, year long battle with colon cancer.    More information on Aaron and contributing to the Memorial Foundation can be found at http://www.aaronschulte.org/  

Aaron's passion for international travel exemplified his desire to live life to its fullest.

Through an annual study abroad scholarship at the University of Washington, the Foundation encourages and supports those students who have a similar passion for life.  More info in our June blog post.