Oak Trust Society
The Pi Kappa Alpha Foundation is pleased to recognize alumni and friends who have included the Foundation in their estate plans as members of The Oak Trust. In very significant ways, Oak Trust members embrace the mission to educate and empower principled leaders. These alumni and friends are helping Pi Kappa Alpha, in perpetuity, to continue to provide a fraternal and collegiate experience founded on the principles of leadership, scholarship and citizenship.
If you have established a bequest, please let us know at PikeFoundation@pikes.org or 901-748-1948 so that we can welcome you as a member of the Oak Trust Society.
A. Frank Smith | Oak Trust Member Since 1996
Brother Smith is passionate about Alpha Eta Chapter (University of Florida) and Pi Kappa Alpha. Frank's financial and volunteer support spans 50 years. He desires to continue that support through a legacy gift that will impact the lives of young men for generations. Through careful planning with the advice of financial and legal professionals and in consultation with the Pi Kappa Alpha Foundation, Frank crafted a gift vehicle that includes a percentage of his estate via a living trust. This transformational gift is a 33 percent designation for the general benefit of PIKE University with each of three specific areas allocated one-third; a designated named award for Alpha Eta Chapter, a designated named award for PIKE University attendance via the Alpha Eta Chapter Endowment Fund, and PIKE University Endowment Fund.
Brother Smith said, "Pi Kappa Alpha has played such a significant role in my life ever since I joined Alpha Eta Chapter in 1965. In fact, it truly did change my life! It is difficult to imagine where or what I would be today without the Fraternity, its impact on me, and all that it has given to me. Naming the Foundation in my estate plans is just another way of 'paying it forward.' Having participated in PIKE University events for many years, it is very easy to see the tremendous growth it provides to our young new members and brothers. That combined with the 'True Pike Experience' will affect them so positively during their undergraduate days and throughout their entire lives. I so very much want to see this continue well into the future."
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.