For Your Future and Ours.
Is there a way to keep more of your paycheck while increasing your charitable giving to Chi Phi? Yes.
Is there a way to support Chi Phi now, and pay later? Yes.
Enter Planned Giving.
Planned giving goes by several names including deferred giving and estate giving, but they all mean the same thing. A donor makes a gift and remembers Chi Phi after his or her death. Planned giving can take many forms … Bequests … Life Insurance Policies … 401(k) Plans … Retirement Accounts … Charitable Trusts … Charitable Gift Annuities.
Making a planned gift can be as simple or complex as you want it to be.
What difference does it make?
Planned gifts fund scholarships and educational programming—often in institutional-changing ways. When making a planned gift, you can specify how the gift must be used after your death. As a result, you can earmark your gift for your Chapter, a specific program and more.
Sample Documents
** Consult with your own attorney before executing any legal document **
Sample Codicil to your Last Will & Testament
Making a Planned Gift
You can create a living legacy to benefit generations of students. Making a planned gift is a simple way to give essential support to Chi Phi or your Chapter. To confidentially discuss the advantages of making a deferred gift, contact Director of Development Laura Landry at 404.231.1824.