Will or Trust
Your legacy can continue to carry and strengthen the work and mission of the Delta Beta Tau. By making Delta Beta Tau a beneficiary of your will, trust, retirement plans, life insurance policy or financial accounts, your kindness will go even further to support the thousands of people that benefit from and will benefit from DBT for many years to come.
A Few Ways to Make a Planned Gift
- Estates and Bequests – A gift through your will or living trust is a simple but significant way to support the Delta Beta Tau. Estate gifts designate a dollar amount or percentage of the estate’s value to a charity as outlined in your will or living trust.
- Retirement Plans – Designating the Delta Beta Tau to receive the remainder of your retirement plan can be a tax efficient way to make a significant gift. Making a donation of all or a portion of a retirement plan to a charity lets you avoid both estate and income taxes. It’s easy to do. Call your retirement plan administrator and ask to fill out a new beneficiary designation form.
- Real Estate – Donating real estate is often a smart move and an efficient way to leave a legacy gift to the Delta Beta Tau. It can remove the burdens of owning property and offer attractive tax benefits. When you donate real estate to a charitable organization, you avoid paying costly capital gains taxes on the difference between the original purchase price and today’s value.
For more information or to set up a meeting on how you can create your own lasting legacy with a planned gift, please email deltabetatau.npo@gmail.com or contact us via our website and we will be happy to help you with the next steps.