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
Planned Giving News
6/25/11 - Al Warrington, IV, Theta Delta 1958 Changes Lives with $1.6 Million Gift
11/12/10 - Richard Gilbert, Rho 1962, Provides Opportunity with Bequest
6/29/10 - Senour Reed, Eta 1979, Makes an Impact with a Bequest
5/1/10 - Randy Loos, Theta Delta 1977, Makes Leadership Gift
5/1/10 - Jack Cook, Alpha 1948, Makes Bequest to Alpha Chapter
11/15/09 – Richard Lane, Kappa Delta 1993, Joins the MacLean Society
11/15/09 - Chris Shuler, Alpha Zeta 1984, Makes $200,000 Gift to Chi Phi
2/12/09 - Andy Schultz, Alpha Delta 1960, Leaves a Lasting Legacy
MacLean Legacy Society
The MacLean Legacy Society recognizes those generous alumni and friends who have made the Chi Phi the beneficiary of a planned or estate gift. These generous alumni and friends are helping Chi Phi build better men, chapters and better communities, now and for generations to come. These individuals belong to the most exclusive of Chi Phi affiliations as they have projected their love for Chi Phi and its mission beyond the horizon of their own mortality.
As of 12/1/10, the members of the MacLean Legacy Society are:
Herman Charles Krannert, Sigma 1912*
Herman O. Swanson, Alpha Tau 1914*
Gray C. Ramsaur, Theta Delta 1939*
Bates Block, Gamma 1940, Eta 1942*
Robert D. Jones*
Joseph V. Goeller, Iota Delta 1963
Richard Gilbert, Rho 1962
Ed Greenwald, Pi Delta 1971
George Langford, Alpha 1950
James B. Hill, Iota Delta 1960
George Spaur, Epsilon Delta 1925*
William D. Nuss, Iota Delta 1968
Jonathan J. Rawls, Rho Delta 1985
D. Fort Flowers, Omega 1983
James Soderquist, Alpha 1967
Joseph E. Jones, Epsilon 1958
Donald Pearson, Theta Delta 1959
Brooks R. Caldwell, Epsilon Delta 1925 *
J. Darryl McCall, Psi Delta 1982 *
Raymond T. Snapp, Iota Delta 1967
Eugenie L. Neel *
William M. Byrd, Nu 1953 *
Christopher J. Shuler, Alpha Zeta 1984
Ross S. Shoolroy, Iota 1939 *
Andrew W. Schultz, Sr., Alpha Delta 1960
Richard T. Lane, Kappa Delta 1993
Jack Cook, Alpha 1948*
Randy Loos, Theta Delta 1977
Senour Reed, Eta 1979
James Davis, Omega 1975
Anonymous
George Langford, Alpha 1950
Tom Guinther, Iota 1972
David F. Davis, Theta Delta 1973
Randy Loos, Theta Delta 1977
Anonymous
Ron Coleman, Alpha Zeta 1983
Richard W. Taylor, Gamma 1961
R. Preston Herren, Gamma 1964
Lee Everhart, Alpha 1949
S. Frank Blocker, Jr., Alpha 1950
Fred Kieser, Jr., Theta 1962
Arthur Zack, Mu 1957
Al Warrington, IV, Theta Delta 1958
* deceased
Do you see a name missing from this list? Have you already included Chi Phi in your estate plan? Become a member of the MacLean Legacy society. Contact Director of Development
Fred Maglione at (800) 849-1824 so we can update Chi Phi's records and properly recognize the generosity of loyal Chi Phi alumni and friends.
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
Fred Maglione at (800) 849-1824.