STRATEGIC GIVING OPTIONS
University of the Philippines Alumni Association in America
Maximize the impact of your contributions
Align philanthropy with personal, family, or estate planning goals
Support programs and initiatives that matter most to you
Create a lasting legacy in support of UPAAA and the University of the Philippines
*** UPAAA is a nonprofit organization. Contributions may be tax-deductible to the extent allowed by law. ***
(EIN 80-0816109 IRS subsection 501(c)(3 Public charity)
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Donor-Advised Funds (DAFs)A Donor-Advised Fund allows you to make charitable contributions, receive an immediate tax benefit, and recommend grants to UPAAA over time. Why donors use DAFs:
You may recommend a grant from your DAF directly to UPAAA at any time. Required Minimum Distributions (RMDs) & Qualified Charitable Distributions (QCDs)If you are age 70½ or older, you may be able to make a Qualified Charitable Distribution (QCD) directly from your IRA to UPAAA. Benefits may include:
^^^^ Please consult your financial or tax advisor to determine eligibility. ^^^^ Matching Gift ProgramsMany employers sponsor matching gift programs that double or even triple employee donations to nonprofit organizations. Some employers even match donations of retired employees. How matching gifts help:
Check with your employer’s Human Resources (HR) department or matching gift portal to see if your donation qualifies. Planned Giving & Legacy GiftsPlanned giving allows you to support UPAAA beyond your lifetime while meeting personal, family, or estate planning goals. Common planned giving options include:
Legacy gifts help ensure UPAAA’s mission continues for future generations of Iskolar ng Bayan. | Planning Your Strategic GiftTalk With Your AdvisorStrategic giving works best when aligned with your overall financial and estate plans. We encourage you to consult with your attorney, financial advisor, or tax professional to determine the most appropriate giving option for your situation. UPAAA is happy to:
Contact UPAAA: info@upaainamerica.org ****UPAAA does not provide legal or tax advice.**** ____________________ Giving Tools at a Glance
Sample Language for Planned Giving and Legacy Gifts |
Important Notes
Let us know! Email us at info@upaainamerica.org
UPAAA, Inc. c/o Fe G. Seligman, Treasurer PO Box 563 5073 Central Ave. Bonita, CA 91908 |
MATCHING GIFT PROGRAMS
From a UP Alumna:
"I initially donated $100 (to UPAAA) in April 2025, and the 10:1 match of $1k from (employer) was sent in June 2025." This 1:10 match is amazing!
"I initially donated $500 (to UPAAA) in Nov 2024, and the 2:1 match of $1k from (employer) was sent in Q1 2025."
The impact of her donations to UPAAA
1. Assisted three Accounting graduates of UP Visayas with expenses for the CPA review course and examination in 2025. They all passed!
2. Contributed to expenses of UP Visayas High School (Iloilo) students attending a STEM convention in Japan.
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These Matching Gift Programs are set up by some companies and corporations as an employee benefit, even for retired employees in some cases. When an employee donates to a nonprofit, like UPAAA, they submit a matching gift request to their employer. The company will make an additional donation to the nonprofit.
Ask your company's Human Relations Officer (HR) if your company participates in a Matching Gift Program and the rules/regulations the company follows.
Some of the companies with Matching Gift programs are British Petroleum (BP); Gap, Inc.; Deloitte; Johnson & Johnson; Pfizer; Bristol Myers Squib; IBM; Avon; American Express.
Do you know billions of $$$ for matching gifts are left on the table each year?
