Making a gift to Chi Phi through a Last Will and Testament is easy. Individuals should instruct their attorney to add a provision to their will naming the Chi Phi Educational Trust as a beneficiary of their estate.
The following language is appropriate:
I give, devise and bequeath [insert dollar amount or percent of estate] to the Chi Phi Educational Trust, (tax id#58-6035103) an unincorporated trust organized and existing under the laws of the State of Georgia, or its successor organization. Said Trust is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and contributions to it are deductible under the provisions of federal income, gift and estate tax laws.
Individuals who have made the Chi Phi Educational Trust or their chapter a beneficiary of their last will and testament are asked to provide an attorney’s letter or copy of this page from their will so Chi Phi can acknowledge the donor’s generosity and properly plan its future.
To learn more or to have a confidential conversation about a planned gift, contact Director of Development, John Fisher at 404.231.1824 or firstname.lastname@example.org.