Planned giving opportunities afford a wide variety of methods to leave a legacy that "lives on" for future generations of Tri Deltas. Designating a planned gift to the Tri Delta Foundation enrolls that person in the esteemed Heritage Society.
If you have, or are planning, to designate a gift to the Tri Delta Foundation, please complete the Heritage Society online form to notify our office and ensure our records are up to date.
There are many ways to include the Foundation in your estate planning which are listed below:
Bequest
Made through a will or estate plan, a bequest is the most popular way donors choose to designate the Tri Delta Foundation as beneficiary of a specific dollar amount or piece of property, a percentage of an estate, or a residual gift.
Trust
A trust may be established under a will to provide for the Tri Delta Foundation and other beneficiaries.
A donor may name the Tri Delta Foundation as the irrevocable beneficiary of a life insurance policy.
Gift Annuity
This agreement enables a donor to contribute cash or other assets while receiving income, capital gain and estate tax benefits. The annuity provides life income payments to the donor. Upon the donor's death, the Foundation may use the remaining principal for charitable purposes.
Charitable Remainder Trust
This vehicle offers a donor income, capital gain and estate tax benefits while creating a generous gift for the Foundation. Upon the donor's death, the Foundation receives the principal ("remainder") of the trust for use in charitable purposes.
For questions or comments, please contact the Foundation office.
