Why a Planned Gift?

Planned gifts are so named because such gifts must be carefully planned as part of your overall financial and estate planning.

The giving opportunities outlined in this brochure can help you provide a lasting legacy that at the same time provides you with significant financial and tax benefits now and in the future.

You don’t need a lot of money or a large estate to make a planned gift to support a cause or organization you care about. But you should look at the many options for such a gift. It’s also advisable to consult with your family and your financial advisor or attorney to decide which option best fits your situation.

Planned gifts are directed to the Phi Kappa Theta Foundation’s endowment fund. Endowment earnings support the work of the Foundation while preserving the principal funds for the future. Endowment gifts may be undesignated, allowing the Foundation to focus on areas of greatest need at the time, or they may be designated to aspects of Fraternity programs of special interest to the donor. These might include:

• Leadership Institute
• Regional Leadership Conferences
• Fraternity Staffing
• Fraternity Communications
• For the benefit of a designated chapter