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.

VARIOUS BEQUEST OPTIONS

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. 

SAMPLE BEQUEST LANGUAGE

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:

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