WINTER 2020 WHITESTAR PHI GAMMA DELTA EDUCATIONAL FOUNDATION 'Not for College Days Alone' Myfirst exposure to Pfi Gommo Delta was in tfie summer of 1 984 as I attended thie freshman orientation weekend at Jacksonville University in Florida. I was from Pennsylvania and flying to Florida to visit a prospective college was outside my comfort zone. Throughout the weekend, which wos facilitated by upper classman, they showed us the beautiful campus on the St. Johns River with its 2,600 students, located just 30 minutes from the beach, with incredibly laid-back people and a drinking age of 1 8. I ask you, what more could an immature high school senior ask for? An upper classman running the orientation was David Wheeler (1986). FHe was mature and full of knowledge and I was intrigued by the purple FIJI letters emblazoned on his jersey. Dave took us by the chapter and we met some of the guys. Ffis involvement in that weekend directly affected my choice of university and my future involvement in Phi Gamma Delta. As a pledge, you hear that the fraternity is "not for college JU, but the turnout by our graduates was impressive. I don't get to see my brothers often, but when we do get a chance to get together it's like old times. So, yes, it's "not for college days alone," but most of us join for the college days. I've days alone." come to realize how many people hod direct influence over my transition from immature college freshman to not-so-mature, present-day graduate. One of those was Dr. Barry Barrett (Missouri 1961) our faculty advisor and soft-spoken Dean of Arts. When it was time for a "Zip Zam...Give Them FHell Phi Gam" song, Barry was at the bottom of the pile with a booming voice. He took a lot of heat from the university for us and went out on a limb countless times to protect us from ourselves. I played golf with Barry and several other brothers this spring at our Pig Dinner outing. Phi Gamma Delta is now inactive at Phi Gamma Delta and the universities that welcome us are equally responsible for turning out well-educated, balanced individuals. Support for both is crucial to our legacy. I have chosen to contribute via an equity investment account. I will contribute annually, purchasing stocks that I believe will support the beneficiaries' long-term goals and have chosen the Phi Gamma Delta Educational Foundation and Jacksonville University as 50/50 beneficiaries at my death. Pergel INSIDE: Help Students AcFiieve Their Dreams • Beneficiary Designations: A Simple Way to Give • A Simple Gift, a Significant Impact \r\nHelp Students Ac By the L ■ 4ji> Hi' Their Dreams Numbers Consider Funding a Scholarship 2018-19 You can change lives and help Phi Gamma Delta brothers achieve their dreams. How? By establishing a scholarship or contributing to an existing scholarship fund. With the cost of a college education seeming to climb higher every year, the On dream of earning a degree can move out of reach for deserving students. A scholarship can help ease the financial burden students face and put a degree 1,066 back within their reach. Scholarships Awarded A Flexible Way to Give When you create a scholarship with a gift from your estate, you can tailor it to meet your preferences. We will work with you to establish criteria for who receives the gift, what qualifications must be met for a student to qualify and the type of support you wont your scholarship to provide. Some things to consider; P40 I ,0/ o • Will the scholarship support full- or part-time students? Total Value of • Does the student need to be on undergraduate or graduate student? Scholarships Awarded • Will it provide full or partial support to the recipient? • Can it be used to purchase books, or will it cover tuition costs only? • Will the scholarship be awarded based on merit or need? You can also name your scholarship. This is a heartfelt way to honor a loved one, or someone who hod a significant impact on your life. The Impact of o Scholarship 87,750 when you give the gift of a scholarship, you: • Put a quality education within reach of deserving students. Hours of Community Service • Reward students for their hard work and dedication. • Can make a gift that honors someone important to you. T ^ First Steps You can change a life with a gift that establishes, or contributes to, a scholarship. To get started, contact Ben Robinson at(859) 255-1848 xl33 or brobinson@phigam.org. \r\nBeneficiary Designations: A Simple Way to Give Abeneficiary doesn't hove to be o person—it con Delta Educational Foundation during your lifetime and be on organization wfiose mission you want to continue long after your lifetime. When you name us as the beneficiary to receive the balance of your account after your lifetime. name the Phi Gamma Delta Educational Foundation as a beneficiary of your retirement plan assets, life insurance policy or donor advised fund, you can make a big impact on our future. And you can do it simply by filling out a form. You can name the Foundation as beneficiary of many different types of accounts, including; • Retirement plan assets. When left to loved ones, these assets are subject to income tax. When left to 4 Steps to the Gift of a Lifetime 1] Contact your administrator to request a change-of-beneficiary form, or download a copy from their website. us however, they pass tax-free, allowing us to put 100 percent of your gift to work supporting our mission to 2] Fill out the form listing the Phi Gamma Delta unite men in enduring friendships, stimulate the pursuit of knowledge end build courageous leaders who serve the percentage you'd like us to receive, on the form. 3] Return the form to your administrator. (Be sure to keep a copy for yourself as well.) 4] Let us know about your gifti It would be our world with the best that is in them. • Life insurance policy. Perhaps your children are now grown and you have a life insurance policy you no Educational Foundation, and the amount or honor to thank you. longer need. Consider naming the Foundation as beneficiary. This gift allows you to moke a substantial donation at a relatively low cost. • Donor advised funds. If you have a donor advised fund, you can recommend grants to the Phi Gamma T|Q ^ Beneficiary designations con be updated I I r eat any time to meet your changing needs. Make sure you review your beneficiaries regularly to ensure they go where you want them to. \r\nA Simple Gift, a Significant Impact Your wil is one of the most important documents you con own. It dictates Words to Give By To leave o gift in your will, fiere is suggested wording to shore with your ottorney: "I live and bequeath unto Phi Gamma Delta Educational Foundation, Inc., the sum of $ or percentage of my estate (or specific securities or other property). Said Foundation is a nonprofit 501 (c) 3 corporation (Federal ID number is 52-6036185), organized under the laws of the commonwealth of Kentucky, with administrative offices at 1 201 Red Mile Road, PC Box 4599, Lexington, KY 40544-4599. This gift is unrestricted for general Foundation purposes." how your assets and possessions will be divided after your lifetime. It ensures your loved ones ore financially protected should something happen to you. It provides peace of mind for your family. A will also is the first step in creating your legacy. Use Your Will to Give In addition to coring for loved ones, you con also use your will to extend your support of the organizations you care about most. This gift is simple to make—all it takes is one sentence. You can also update your wishes as life changes to ensure your wil l meets your needs. Plus, a gift in your will doesn't require you to port with assets today, but it allows you to make a big impact on our work. To moke this gift: 1. Use the supplied language under "Words to Give By" or return the enclosed reply cord to request sample language to use to moke your gift. 2. Make an appointment with your estate planning attorney to create your will. If you already have a will, your attorney can draft a codicil to odd your gift to the existing document. 3. Notify us of your intention. It would be our honor to thank you, and your generosity may even inspire others to follow in your footsteps. (Wishes of anonymity will be honored, of course.) Create Your Legacy ly When you include the Foundation in your will, you create a legacy of giving and ensure we can continue our work well into the future. Contact Ben Robinson at (859) 255-1848 xl33 or brobinsoncaphigam.org to get started. Phi Ga mma Delta Educational Foundation Ben Robinson • Executive Director • P.O. Box 4599 Lexington, KY 40544-4599 (859) 255-1848 xl 33 brobinson@phigam.org www.phigam.org/plonnedgiving Before making any financial decisions, consult with your legal and tax advisors. If you are considering a gift to the Phi Gamma Delta Educational Foundation, please let us know to ensure that your gift can be used according to your wishes.