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Planned
Giving
What is planned or estate giving? Some may think it’s
a morbid or distasteful subject matter. But it really is a
celebration of life. It is developing a plan that will allow
you and your family to benefit from your hard work and savings.
It will also enable you to make a dramatic impact on the charities
you care the most about. Your thoughtful planning will help
you enjoy life, make sure your loved ones are taken care of
and make a meaningful difference in the lives of others.
Inheritance taxes are not insignificant. When you planned
ahead, it can allow you opportunity to give to those who
mean the most to you instead.
Deferred or planned
gifts help you to meet your own financial needs today, while
supporting your family, church, community and Delta Chi's needs. Such gifts can provide
significant tax benefits as well as lifetime income for you
and your family.
All planned gift donors are eligible to become members of
the Heritage Society, as
long as their planned gifts are in place. The gift amount is
not a factor and does not have to be disclosed. Heritage
Society members may also choose to remain anonymous.
Take care of you family first, but remember you church,
community and Delta Chi too.
>>More on opportunities
or ways to give
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