Ways to Give : Wills & Bequests  
A gift to the Endowment Fund by will or trust is a creative way to help the Foundation in the long term, while still retaining full control of your assets during your lifetime. Each bequest to the Endowment Fund serves as a legacy to future generations, and helps secure the future of the Foundation.

Making a provision in your will for the Endowment Fund is a simple process. You can leave a specific asset, a percentage of your estate or the remainder of your estate after you have taken care of other beneficiaries. Also, you may leave your bequest unrestricted or designate it for a specific use. The appropriate wording for making a gift depends upon the type of gift, state law and your own unique circumstances. The following will provision is an example of how you may designate your gift. Consult an attorney to be sure you have a properly drafted legal document.

While not necessary, it is helpful to make us aware that we are being named in your will. This way you can be sure your bequest will be executed in the manner you intended. In addition, we have special means of recognizing donors who have named us in their wills.

“I, [name], of [city, state, zip], give, devise and bequeath [percentage of estate remainder, written amount or description of property] to the Endowment Fund of the Phi Kappa Psi Fraternity, an Illinois not-for-profit corporation with offices in Indianapolis, Indiana. This gift is made to help further the objectives and purposes of the Endowment Fund.”

We would be happy to consult with you on your particular needs, philanthropic desires, questions or concerns. Please feel free to contact the Endowment Fund at your convenience and at no obligation to you.