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Planned Giving

Donor Stories

Keep Hope Afloat
Anne Hart Allen and friends

Anne Hart Allen, Alpha Omega chapter, recalls her days of Delta Gamma sisterhood: the elation, the sadness and the connections lost and found again.
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The Face of Delta Gamma
Leslie Loop Martin

When Leslie Loop Martin first joined Delta Gamma almost 20 years ago, little did she know how much that decision would influence the future trajectory of her life.
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The Voice of Delta Gamma Alumnae
Carole Bekke Soper

Carole Bekke Soper, Alpha Theta—North Dakota, dedicated her life to Delta Gamma and its members. When Carole passed away last year, countless memories were shared about her enthusiasm and devotion in giving our alumnae the attention they deserved.
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Celebrating the Life of Judy Fosdick Oliphant
Judy Fosdick Oliphant

On Sept. 7, 2016, Delta Gamma lost a truly devoted sister. Judy Fosdick Oliphant was a 1959 initiate of Alpha Delta-Oregon who served as chapter president and was an outstanding honors student.
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A Delta Gamma Legacy Leaves Her Own Legacy Through the Foundation
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Membership in Delta Gamma is for life, as shown by Jane Rybolt Whitehead, who is making a future gift to the Delta Gamma Foundation.
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Sisterhood Supports Family in Time of Crisis
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The Delta Gamma Foundation helps a sister stay afloat while her infant daughter fights an aggressive form of cancer.
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Forever Anchored to Delta Gamma
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Jan Anderson Hankins has strong ties to the Delta Gamma Foundation, which she has supported for more than 35 years. To show her appreciation, she has created the Jan Anderson Hankins Scholarship Fund and established a planned gift to support the Foundation while receiving fixed payments in return.
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The Anne L. Haulsee Memorial Fund 
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Last spring, Delta Gamma lost a sister when Anne. L. Haulsee, Gamma Pi-Roanoke, passed away. But a gift in her will means that her impressive legacy will live on through Delta Gamma.

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Still Involved and Still Having Fun 
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Barb Probst's connection to Delta Gamma started at Wichita State and has only grown stronger in the 40 years since then. When she talks about her experiences with various chapters led her to represent Delta Gamma at the National Panhellenic Conference. Her strong passion for the organization moved her to include Delta Gamma in her estate plans. More

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Meet Phyllis Ann Toy Schmalz, a Delta Gamma for 64 years who lived the motto to "Do Good." Her daughter, Kimberly Ann Schmalz Ochsenschlager, pays tribute to her mother and with her brother, established a memorial scholarship in Phyllis' name. Another grateful Delta Gamma is Natalie Gutkin, a recipient of the scholarship. More 

Carol Vinopal Anderson Memorial Scholarship 
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Civilized societies recognize individuals for civic accomplishments, acts of heroism, service to organizations and demonstrated excellence in a field of discipline. Yet there are thousands who serve us anonymously. The late Carol Vinopal Anderson was one such individual. And her legacy will continue with a Delta Gamma Foundation endowed memorial scholarship. More 

A Home Away From Home 
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A member of Delta Gamma for 38 years, Susan Regan Casper wanted to give back to the organization that provided her with a home away from home and had given her many special memories, including watching her own daughter join. She planned a future gift to the Foundation in hopes of providing the same opportunities to more students. More 

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For Vicki Vannoy Nixon, Delta Gamma became a home away from home. And it became a family affair, with both of her daughters, a niece and her mother all initiated. Her husband proudly boasts his Anchorman status. More 

Planning for the Future 
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Patricia Proctor Bradley was on council when Paul and Dottie Martin made the challenge grant to establish the Lectureships in Values and Ethics. She felt it would be good to have one of the lectureships at her alma mater, Duke University. More 

Cheering On the Work of the Foundation 
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Dell Shay Kingan, a Delta Gamma for life, hopes that by including the foundation in her estate plans, its valuable work will continue on for many generations. It’s her way of cheering on the future work of the Foundation, just like she does today.
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Choosing to Give Back 
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I feel good knowing that the support I have given through my planned gift to the Delta Gamma Foundation will continue into the future. Delta Gamma began with three young women in 1873, and look at what she is today! I know that my planned gift will continue to help Delta Gamma grow, and I am so glad to be a small part of that. More 

Paying It Forward 
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From the values she was raised on and a lifetime of involvement with Delta Gamma, Kristine "Kris" Reed Maedel has identified, and shares with us here, the countless benefits of a "lifetime commitment" and the importance of  maintaining these opportunities for future sisters.
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My Charter Group Testimonial 
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Read how one member's life and career has been shaped by Delta Gamma and how she has reciprocated the many blessings she's received since joining.
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Jennifer Stuart Ragusa: Making a Lifetime of DG Memories 
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Jennifer Stuart Ragusa, Zeta Lambda-UC, Riverside, says that from the moment she was initiated in 1996, Delta Gamma changed her life. The leadership opportunities that Jenn experienced motivated her to expect more of herself. As a collegian, she was More 

Lifelong Commitment to Philanthropy 
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Shirley Searing Preston—Charter Group member, philanthropist, dedicated volunteer and a very special Delta Gamma sister. Since her initiation in 1945 at Alpha Omicron chapter, she has dedicated her adult life to volunteering and "Doing Good" for local organizations that share our mission.  More 

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Beverly Brice LeBoeuf, Beta Psi–Alabama, is a Charter Group member who took a difficult Delta Gamma experience and turned it into a way to inspire others. Find out how she is making a difference today and how she plans to continue making an impact into the future.  More 

A Story of Sisterhood 
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Memories shared by Edward G. Siebert, Anchor Man of Elisabeth "Peaches" Ford Siebert, Beta Iota-Purdue. It was 1940, and five young women from Georgia, Michigan and Indiana enrolled at Purdue University. As was the custom, all but one of the young ladies (one was a "townie") moved into the women's residence halls. Betty Ford and Natalie Lowey became roomies in one hall, Mary Henderson and... More 

A Passion for Scholarship 
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Betty Jennings Moon, Beta Psi-Alabama, is a Charter Group member who has been an integral part of the Foundation's scholarship and fellowship program in recent years. Not only has she sponsored multiple Founders scholarships and fellowships, but in 2006 she annually endowed the Betty Jennings Moon Honorary Scholarship.  More 

"Why I Give" 
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Tracey Doebling Williams, Beta Sigma-Maryland, is a Charter Group member as well as supporter and advocate of the Delta Gamma Foundation. Here she shares, in her own words, why the Foundation is so important to her. "I give to the Foundation because it is all I know. I became a Delta Gamma at 18 and have never looked back... More 

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Kelly O'Connor Opipari, Epsilon Nu-James Madison, is one of those special members who has chosen to share her time AND treasure with Delta Gamma. As one of the youngest members of the Charter Group, we asked Kelly a few questions to better understand why she has chosen to give back to Delta Gamma so generously. More 

A Life of Generosity 
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In August of 2007, we lost our sister Edna Quest Adams, Omega-Wisconsin, at the age of 96. She was an extremely loyal Delta Gamma donor and volunteer who included the Delta Gamma Foundation in her will in the form of an unrestricted bequest. Generosity was a virtue that Edna lived by. She belonged to the Woman's Club of Louisville and was a strong supporter of... More 

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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.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.