Leaving your legacy

The Living Bond Society acknowledges those who have informed the Phi Delta Theta Foundation of a planned gift or bequest in their will. Gifts to the Phi Delta Theta Foundation are deductible for estate tax purposes. Naming the Phi Delta Theta Foundation in your will or as a beneficiary of your estate plans, or with planned gift, is an effective and lasting way to provide for the future of Phi Delta Theta. Members of the Living Bond Society are presented with a lapel pin and certificate recognizing their generosity.

Living Bond Society gifts include, but are not limited to:

  • A bequest in a will or trust
  • An insurance policy with the Foundation as beneficiary or policy owner
  • A charitable gift annuity
  • A charitable remainder trust
  • An individual retirement account
  • Gifts of personal property or securities
  • Gifts of real estate

View The List in our Annual Report


Sample wording for bequests

For General Use

I give and bequeath to the Phi Delta Theta Foundation, an Ohio corporation not-for-profit, of Oxford, Ohio, the sum of $__________ or __________ percent of my estate or __________ (personal property/securities) to be used by it in fulfillment of its educational purposes as its Board of Trustees shall determine.

To Establish a Memorial

I give and bequeath to the Phi Delta Theta Foundation, an Ohio corporation not-for-profit, of Oxford, Ohio, the sum of $__________ or __________ percent of my estate or __________ (personal property/securities) to be held by it as a memorial to ___________ and to be used by it in fulfillment of its educational purposes as its Board of Trustees shall determine.

Residue of Estate

All the rest, residue and remainder of my property, real and personal, I give, devise and bequeath to the Phi Delta Theta Foundation, an Ohio corporation not-for-profit, of Oxford, Ohio, to be used by it in the fulfillment of its educational purposes as its Board of Trustees shall determine.

Please note: 

  • Planned gifts can be unrestricted for the greatest needs of the Foundation, as determined by the Board of Trustees or for a specific purpose
  • As with all legal matters, you are encouraged to consult with your attorney on your will and other estate plans.
  • The Phi Delta Theta Foundation has been designated a 501(c)(3) organization by the Internal Revenue Service.