Invest in Our Future

Endowed Gifts

An endowment gift to Phi Delta Theta Foundation today provides a brighter picture for our future. When you make a donation to our endowment, you give a gift with both immediate and long-term benefits.

Here's how it works: Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at Phi Delta Theta Foundation. The remaining funds are reinvested to ensure indefinite support.

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Check Out This Potential Scenario

 Longtime supporters Susan and Charlie have two goals: First, they want to make sure the Foundation continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to the Foundation, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

Learn How to Fund It

You can create an endowed gift using the following assets:

Next Steps

  1. Seek the advice of your financial or legal advisor.
  2. Contact the Phi Delta Theta Foundation at 513-523-6966 or foundation@phideltatheta.org to discuss endowed gifts.
  3. If you include the Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: Phi Delta Theta Foundation
Address: Oxford, OH
Federal Tax ID Number: #34-6539803

Ready to start paying it forward? View and download your FREE copy of Endowments: A Gift That Lasts Forever. View My Free Brochure