1998 Volume 121 No 1–4 - Phi Delta Theta Scroll Archive

THE Living BOND
Name your favorite charity as the
beneficiary of your IRA or pension
plan.
Purchase a new life insurance
policy naming your favorite charity as
the beneficiary.
Name your favorite charity as the
beneficiary of an existing life insurance
policy.
Remember deceased loved ones
with memorial gifts to charities.
Encourage family members and
friends to leave gifts to charities in
their wills.
Ask your financial advisor to include
charitable giving as part of their
counsel to other clients.
Phi Future Fund
George Notaras and Bob Roberts are members of the Phi Future Fund.
Plaimed gifts can be arranged in several
ways — the most common being
through a will. Many people set aside a
certain dollar amount while others
leave a percentage of their estate or any
assets left over after they have provided
for their family. It is also important to
remember that planned gifts come in
many sizes - from a few dollars to
much larger bequests - yet all are
needed to make a lasting difference in
the lives that follow.
The Educational Foundation has
been truly blessed by a growing niunber
of brothers who have already included
Phi Delta Theta in their estate
plans. These plans have included wills,
insurance policies, charitable gift annuities
and charitable remainder trusts.
We are pleased to recognize the brothers
listed in the box on this page as
members of the Phi Future Fund. For
more information about plaimed giving,
call the Educational Foundation.
10 ways to leave a legacy
Prepare a will. Only 50% of those
who pass away have one. Without a
will, you lose control of the possessions
you worked a lifetime to acquire.
Leave a gift in your will for the
charitable organizations which made a
difference in your life. Less than 3 percent
of all wills settied contain a charitable
provision. Imagine the positive
impact on our community if everyone
made a donation to a favorite nonprofit,
even modestiy.
Leave a specific dollar amount or
a percentage of the assets in yoxu" will
to yom- favorite charity. The provision
can be part of a new will or added to
your existing will as a codicil.
Consider using assets for your
charitable gift. These can include, but
aren't limited to: stocks, bonds, CDs,
real estate, vehicles, art and jewelry.
Such gifts may even provide
tax savings.
These brothers ttave included t/)e Educational
Foundation in their estate plans:
Howell E. Adams, Jr., Vanderbilt '53
Larry G. Baratta, Tampa '81
James K. Beckmann, Jr., Centre '85
Donald A. W. Blaney, Sr., Chicago '45
W. Timothy Cashin,
Santa Barbara '59
Robert B. Deloian, Arizona State '66
Ford A. DIckerhoff, Akron '44
Charles W. Elliott, Kansas '43
Robert F. Fitzpatrick, Maryland '58
Ronald J. Garon, Tampa '80
Albert J. Gels, Purdue'53
Henry L Hilton-Green, Jr.,
Auburn '43
James E. Hoover, Purdue '49
Victor W. Kramer, Arizona State '61
Harbaugh IVIiller, Pittsburgh '23
John H. (Jack) Morton, Jr.,
University of Miami '64
Stanford C. Nelson, Colorado '34
Joseph G. Noh, Nebraska '23
S. George Notaras, Lawrence '53
Gerald M. Ober, Arizona '52
Mario Osuna, San Jose State '81
Marvin J. Perry, Maryland '53
William R. Richardson, Tampa '80
Robert P. Roberts, Jr., Ball State 74
George W. Sugden, Iowa State '46
Marc P. Ugo, Butler'92
Russell H. Vandevelde, Vanderbilt '89
Lothar A. Vasholz, Colorado '52
Frederick M. Warren, Jr.,
Cincinnati '49
22 THE SCROLL WINTER 1998 http://www.phidelt-ghq.com