Planned Giving

 

Bequests

 

Let Us Know
You can make a gift in the form of cash, securities, real estate, or personal property through a provision in your written and executed will. A bequest removes assets from your estate and reduces exposure to federal taxes. You may choose to leave all or a portion of your bequest unrestricted, affording the Foundation the flexibility to address unforeseen priorities. When you include the Delta Chi Educational Foundation in your will, you help secure leadership development for future generations of Delta Chi's.

 

 Planned Giving Photo We hope you'll tell us when you have named The Delta Chi Educational Foundation in your will. We would very much like the opportunity to thank you for your generosity and add your name to our Heritage's Society.

The official legal bequest language for The Delta Chi Educational Foundation can be found on our Sample Bequest Language. 

If you prefer to remain anonymous, your gift will be kept completely confidential. But at the same time, recognition of your gift can encourage others to do the same. Whatever the case, we will honor your wishes, because we appreciate your support immensely.

When you make a charitable gift by will, please think it through carefully, first meet with your attorney and tax adivisors to discuss and plan your needs and desires. Tell them exactly what you want to do. Be as clear as possible in describing what you want given to whom.

Various Bequest Options
Here are generally accepted ways to make a bequest that help support the mission of The Delta Chi Educational Foundation.

Unrestricted bequest. This is a gift for our general purposes, to be used at the discretion of our governing board. A gift like this—without conditions attached—is frequently the most useful, as it allows us to determine the wisest and most pressing need for the funds at the time of receipt.

Restricted bequest. This type of gift allows you to specify how the funds are to be used. Perhaps you have a special purpose or project in mind. If so, it's best to consult us when you make your will to be certain your intent can be carried out.

Honorary or memorial bequest. This is a gift given "in honor of" or "in memory of" someone. We are pleased to honor your request and have many ways to grant appropriate recognition.

Endowed bequest. This bequest allows you to restrict the principal of your gift, requiring us to hold the funds permanently and use only the investment income they generate. Creating an endowment in this manner means that your gift can continue giving indefinitely.

Please consult an attorney, tax professional or investment professional. The information on this site is not intended as legal, tax or investment advice.