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Planned Giving

Bequest Language

Unrestricted Bequests
It is difficult to forecast what the future needs of Delta Gamma may be and unrestricted bequests are critical in allowing us to carry out our mission.

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Delta Gamma Foundation, 3250 Riverside Dr, Columbus, OH, [written amount or percentage of the estate] for its unrestricted use and purpose."

Restricted Bequests
Some donors prefer to direct their bequest to a specific purpose or program. If this is your wish, please consult with the Delta Gamma Foundation in advance to assure that the purposes and wording will accomplish the desired result.

Service for Sight Restricted Bequests
To restrict a bequest to our philanthropy, Service for Sight, which provides aid to those who are blind or visually impaired, the following applies:

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Delta Gamma Foundation, 3250 Riverside Dr, Columbus, OH, [written amount or percentage of the estate] to be used for Service for Sight."

Restricted for a Named Endowed Scholarship Fund
Delta Gamma Foundation minimum endowment amounts vary by fund type. Please consult with the Delta Gamma Foundation to ensure that we can help you realize the full potential of your gift.

"I, [name], of [city, state, ZIP], give, devise and bequeath to the Delta Gamma Foundation, 3250 Riverside Dr, Columbus, OH, [written amount or percentage of the estate] to establish a permanently endowed scholarship fund for [Chapter-School] to be named the [Name/Honorary/Memorial] Scholarship Fund.

The fund shall be invested by the Foundation, under the rules and regulations adopted by the Foundation's Board of Trustees. Income available for this fund shall be determined by the Board of Trustees approved income distribution policy. If the total amount of the bequest is less than the current Board approved funding level for endowed funds then the bequest shall be used for one-time scholarship awards.

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A charitable bequest is one or two sentences in your will or living trust that leave to the Delta Gamma Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Delta Gamma Foundation, a nonprofit corporation currently located at 3250 Riverside Drive, Columbus, OH 43221-0397 , or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Delta Gamma Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Delta Gamma Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Delta Gamma Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Delta Gamma Foundation where you agree to make a gift to the Delta Gamma Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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