Woman graduating, smiling while holding her diploma
P.E.O. Foundation Logo

You Are a Philanthropist!

The P.E.O. Foundation is a nonprofit corporation established in 1961 to encourage tax-deductible giving to the educational and charitable projects of the P.E.O. Sisterhood. Because it qualifies as a charity under Section 501(c)(3) of the Internal Revenue Code, gifts and bequests to the Foundation are deductible for U.S. and state income, estate and gift tax purposes. Gifts to local or state chapter funds are not tax-deductible because these entities are not qualified charities.

Establish a Fund in the P.E.O. Foundation

The P.E.O. Foundation offers the opportunity for individuals or chapters to establish a permanently endowed fund. The fund may be named as the donor wishes and is often established in the donor’s name or in the name of one being honored or memorialized.

A US $1,000 initial deposit toward the minimum permanent balance of US $5,000 is required. The minimum permanent balance must be reached within five years.

Annual and Planned
Giving Options

Gifts may be made by cash, bequests in wills, marketable securities, beneficiary of living trusts, retirement plan assets or life insurance. Cash gifts should be made by check payable to the P.E.O. Foundation; gifts of marketable securities should be transferred into the name of P.E.O. Foundation.

Woman doing financial work using calculator
Elderly woman working with a financial planner

Estate Giving Options

The P.E.O. Foundation serves the P.E.O. Sisterhood by receiving and disbursing tax-deductible donations and bequests for the P.E.O. educational projects and by administering funds on a long-term basis as directed by donors. Because the P.E.O. Foundation and each of the P.E.O. educational projects have been classified by the IRS under Section 501(c)(3) as charitable organizations, bequests from estates are allowable as tax deductions. It is important to note that local and state/provincial/district chapters are NOT charitable organizations so donations or bequests to them are not allowable as a tax deduction.