Planned Giving Essentials
Deferred or planned gifts help you to meet your own financial needs today, while supporting Delta Chi’s future needs. Such gifts can provide significant tax benefits as well as lifetime income for you and your family.
The Delta Chi Educational Foundation staff welcomes the opportunity to work with you and your legal and financial advisors to establish individual deferred gift arrangements. Please be sure to notify the Foundation if you are planning to include or have already included the Foundation in your estate plans.
As with outright gifts, deferred gifts may be restricted and designated to specified programs based on the donor’s wishes, or they may be left unrestricted to give the Foundation the flexibility to meet unforeseeable needs.
Heritage Society – The Foundation is proud to establish the Heritage Society to recognize and honor anyone who names the Delta Chi Educational Foundation as a beneficiary of a will, trust, retirement plan, life insurance policy, life income gift or other type of accepted planned giving arrangement. 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.
Goals & Gifts – Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. At your death, a will serves as a road map telling your personal representative how to distribute your assets to other people or to a charity.
Bequests – Leave your legacy by making a gift in your will to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most.
When you are ready to consider any of these opportunities for charitable giving to The Delta Chi Educational Foundation, please contact us at 319-337-4811. We will work closely with your attorney, financial advisor and/or insurance professional to ensure that we administer your gift consistent with your wishes.