2024 Delta Chi Bracket Challenge Update! Congratulations, brothers on raising $58,696 for the V Foundation for Cancer Research!

I Am A:

Planned Giving

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 for you and your family.

The Delta Chi 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 unrestricted to give the Foundation the flexibility to meet unforeseeable needs.

Heritage Society: Our Heritage Society is a way for us to honor anyone who names the Delta Chi 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 confirmed by the DCF.  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: There is a gift to fit every tax planning objective. At your death, a will serves as a road map telling your personal representative how to distribute your assets to other people and/or to the Delta Chi Foundation. Our Staff can work with you to find the right plan to suit your needs.

Bequests: Leave your legacy by making a gift in your will to friends, family and the Foundation. A bequest is one of the simplest ways to remember those you care about most, and provide a sustainable future.

Please contact us when you are ready to consider any of these opportunities for charitable giving to the Delta Chi Foundation. We will work closely with your attorney, financial advisor and/or insurance professional to ensure that we administer your gift consistent with your wishes. 

Many of our members have included the Delta Chi Foundation in their estate planning by naming the Foundation as a beneficiary. Gifts such as these are invaluable in helping us assure the long-term viability and financial stability of the Foundation.

The Heritage Society members listed below have provided documentation to the Foundation office demonstrating their inclusion of the Delta Chi Foundation in their estate planning by way of wills, trusts, or insurance policies.

Heritage Society Members:

* indicates deceased

NameChapterGraduation Year
Adrian Reginald HuntTexas Tech1985
Alexander CastroKingsville2017
Barry J. PetersWestern Michigan1989
Bob E. ClementsColumbus1979
Bradley SaribekianEastern Illinois2012
Brendan Adam Lopez-FulbrightNorth Georgia2022
Brian CappsCentral Missouri1976
Charles A. MancusoFlorida State1984
Darren W TalbertKent State1991
David CloutierEmbry-Riddle1992
David P MaxeyRadford1998
Drew ReavisNorth Carolina State1995
E. Duane Meyer*Hobart1958
Edward Fusco, Jr.Embry-Riddle1973
Eric KerstetterAuburn2000
Fred Robert Brooks*Abracadabra1940
Fredrick B. Hammert*Oklahoma1960
Glen Gnirrep*Non Member 
Greg F. HauserMichigan State1975
James Bedsole*S.M.U.1941
James S. AlexOregon State1974
Jason N. ButlerCentral Missouri1999
Jason SiskNew Mexico State2003
Jerrold H. RehmarMiami1957
John F. Caperton, Jr.*S.M.U.1949
John FarrisTroy State 
John M. CazelIllinois1959
John M. ShelbySacramento1986
Joseph F. Lacchia*Michigan State1925
Justin Allen PipkinsNorth Alabama2013
Kenneth L. MerrickDePauw1948
Kenneth McCoigEmbry-Riddle2002
Kevin EmeryCalifornia Univ-PA1999
L. Clark Bryan*Florida1941
Larry P. AudlehelmIowa1971
Lyle A. Lynn*Iowa1930
M. Gary MonkAuburn1965
Mark R. BorelliIllinois1981
Mark Timothy ReillyNew Hampshire1987
Michael Anthony  GnagiCentral Missouri1979
Michael J. TumoloSyracuse2007
Michael L. CarrollAuburn1971
Michael Nadler*Cornell1956
Miles C. WashburnMassachusetts1987
Patricia Adaire MaxeyNon Member 
Patrick F. WeberOklahoma1987
Patrick J. AlderdiceBall State1992
Patrick J. Phelan*Embry-Riddle1972
Patrick Louis McquainWest Liberty1976
Paul W. BohlmanOhio State1970
Peter LaneGeorgia Southern2007
Philip H. Flick*Illinois1953
Ralph Fabozzi*Embry-Riddle1973
Ratheen C. DamleTexas2001
Raymond A. MathewsIllinois1976
Raymond F. BorelliIllinois1958
Robert D. HendershotPurdue1972
Robert L. KnoxSouthern California1962
Rod E. ArnoldTexas A&M1988
Ronald C. HigginsNortheast Missouri1993
Ronald J. MartinNew Haven1987
Steven Eugene Haught Georgia Southern2012
Steven G. ShockleyGeorgia Tech1992
Steven Gerald ShockleyGeorgia Tech1992
Steven MichelsMarquette1987
Thomas E. Hurst, Jr.Auburn1976
Thomas Maroldy*Florida State1958
Thomas Patrick McgillyDension2007
Troy Mark BroadbentIllinois State2000
William Thomas PowellAlabama2016
William Yull IIIWhitewater1982

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. 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 members. Gifts and bequests made to the Delta Chi Educational Foundation, a 501(c)(3) charity, may be tax deductible.

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 Society.

If you prefer to remain anonymous, your gift will be kept completely confidential.  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 greatly appreciate your support.

When you make a charitable gift by will, please think it through carefully. First meet with your attorney and tax advisors 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, and to whom.


Unrestricted bequest. These gifts, without conditions attached, assist in supporting DCEF operations that provide administrative and managerial oversight of the educational activities, programs, and scholarships offered to our members. These dollars, in addition to operations, are used where the need is greatest for Fraternity leadership programming.

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. 


If you wish to make a bequeath to the Foundation, said forth below are samples of wording that you can use:

“I give, devise or bequeath to the Delta Chi Educational Foundation, a charitable institution located at 3845 N Meridian St, Indianapolis, IN 46208, for its general purposes the sum of __________ dollars.”

A similar bequest can be written for a percentage of your estate:

“I give, devise or bequeath to the Delta Chi Educational Foundation, a charitable institution located at 3845 N Meridian St, Indianapolis, IN 46208,  for its general purposes _____ percent of the remainder of my estate.”

For a gift of residuary estate, you could provide:

“I give, devise or bequeath the remainder of my estate being property wherever located and not otherwise disposed of by this will to the Delta Chi Education Foundation with offices located at 3845 N Meridian St, Indianapolis, IN 46208, to be used for the general purposes of the Education Foundation.”

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

A Will is a traditional estate planning vehicle. A current Will provides you with an opportunity to distribute your estate according to your wishes. It offers:

  • A chance to care for your heirs according to their special needs;
  • One last opportunity to express your values to your heirs;
  • And the occasion to make a gift to charitable organizations that have touched so many lives, like The Delta Chi Educational Foundation.

What’s Wrong With My Old Will?
Check this list of 10 possible life changes that may require updating your will:

  1. Births
  2. Marriage or divorce—yours or one of your children’s
  3. The death or incapacity of a named beneficiary in your will
  4. Changes in your personal net worth
  5. Change of your needs or your beneficiaries’ needs
  6. Change of residence—Do you now live in a different state? Check the laws of that state.
  7. Changes in the tax law
  8. Change of personal representative of your estate or guardian of dependents under your care
  9. New charitable interests
  10. Retirement

What Happens If You Don’t Have a Will? 
If you don’t have a legal Will, the state where you are domiciled (i.e., the state in which you live most of the time, vote, have your driver’s license) has one for you. The state legislators who drafted the laws of “intestacy” (laws for the distribution of the assets of those who die without a Will) have made general rules that apply to every situation, no matter what the personal wishes of the deceased. Is this what you want? For the state to decide how to distribute your life savings? If not, it is best that you plan out your Will.

Planning for Your Will
Many people mistakenly believe that Wills are only for the rich. Nothing is further from the truth. If you are married or single, if you have children and relatives, you need a Will. If you have charitable causes you want to help perpetuate, such as Delta Chi, you need a Will. If you own a home or have a bank account, stocks or any other kind of property, you need a Will.

Having your Will prepared by an attorney and executed according to state guidelines is essential. Several steps are necessary for a Will to be legal.

A Final Note 
If you are considering a charitable gift to the Delta Chi Educational Foundation, think of the advantages of designing it by Will. During your lifetime, a bequest is private, changeable at any time, and does not deprive you of the use of assets or income.

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

Whatever your tax strategy, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart, Delta Chi. After determining the gift that is right for you, you will need to meet with your financial advisor or our organization to begin implementing your wishes. 

The following chart details a gift vehicle for every goal:

•Make a revocable gift during your lifetime
•Defer a gift until after your lifetime
•Make a large gift with little cost to yourself
•Avoid the two-fold taxation on retirement plan assets
•Avoid capital gains tax on the sale of a home or other real estate
•Give your personal residence or farm, but continue to live there
•Create a hedge against inflation over the long term
•Reduce gift and estate taxes on assets passing to heirs

Donate cash, securities or personal property
•Name the DCEF as a beneficiary of assets in a living trust
•Name the DCEF in your Will
•Give a policy to the DCEF as owner and beneficiary
•Name the DCEF as a beneficiary of the retirement plan assets after your lifetime
•Donate the property to the DCEF
•Designate the ownership of your home to the DCEF, but retain occupancy
•Create a trust that pays a percentage of the trust’s assets, valued annually
•Create a trust that pays a fixed or variable income to the DCEF for a set term, and then passes to heirs
Income tax deduction; avoidance of any capital gains tax
•A donation exempt from federal estate taxes
•Current income tax deduction; possible future deductions
•Avoidance of heavily taxed gift to heirs, allowing less costly gifts
•Immediate income tax deduction and avoidance of capital gains tax
•Immediate income tax deduction and fixed income for life
•Current and future savings on income taxes; fixed payments for life
•Reduced size of taxable estate; keeps property in family, often with reduced gift taxes

I Am A: