FALL 2018 WHITE STAR PHI GAMMA DELTA EDUCATIONAL FOUNDATION It Seems Like Yesterday By James Taylor (Kansas State 1970) Ithas been 50years, butnny fondest memory is ofmy chapter's chartering weekend. The formal ceremony, wearing a tuxedo and hosting a dinner which honored our hard work, was then capped off with a dance. For a Kansas farm boy, this made quite the impression! I chuckle to myself now. What were we thinking? Starting a new fraternity at Kansas State? It was a leap of faith, but we hod help from other chapters and graduates in the area. Little did I realize that Kansos State and Phi Gamma Delta would take a naive teenager and give him opportunities he did not know existed, and the self-confidence to set and achieve goals. My Phi Gam experience taught me how to lead as Iserved as corresponding secretary and as president for two terms. Iassisted in the purchase, renovation and management of a chapter house, with a significant budget. Those Fiji lessons have served me well in life. I recently attended my Chapter's 50th Pig Dinner where over 300 brothers were in attendance. It spoke to me that although Fiji and the fraternity system in general face challenges, we remain strong and will be so in the future. We are fortunate to have outstanding and consistent leadership on both the international and local advisor levels. As Bill Martin said in his Pig Dinner address, unfortunately sometimes chapters close for a short time, but Phi Gamma Delta will always be here, to help in their return. Igraduated during the Vietnam War and became a Naval Officer serving 3'A years. I worked for Hartford Insurance for 25 years and then eight years with North American Risk Services, retiring as president. Barbara and I have been married for 40 years and have two adult sons. I am active in the Friends of the Library and raise money to support underfunded programs. I also volunteer at the local Chamber of Commerce and I build, repair and keep stocked 12 "Little Free Libraries" located around the city of Safety Harbor, Florida. I have always believed in giving back to the institutions that shaped and supported me. That is why Kansas State and Phi Gamma Delta are right at the top of my list. Both ore included in my estate plan. It is my way of saying "thank you" for the skills they taught me and for the lifelong friends they gave me. Pergel \r\n1 Your Planned Gift Helps Us Prepare for the Future Planningfor tfie future is alwaysagood idea, no matter wfiere you are in life. Phi Gamma Delta relies on the foresight of those who include a gift to the Phi Gamma Delta Educational Foundation in their financial or estate plans. These planned gifts can be made now to immediately support our brothers, or they can take effect in the future as a final way to leave your legacy. Depending on the gift arrangement you choose, you con: • Feel secure about the future of your loved ones. • Maintain control of your assets for life. • Receive tax benefits. • Give more than you ever thought possible. Here are o few popular planned giving options; Gift of appreciated securities. If you've owned stock for more than a /ear, and it's increased in value, you may donate the stock directly to us. You may receive an income tax charitable deduction for the full fair market value of your gift when you itemize and eliminate capital gains tax. Gift in your will or revocable living trust. This can be as simple as including a sentence in your will or living trust. Because this gift doesn't go into effect until after your lifetime, your current budget isn't affected, and you can change your mind at any time. Gift of retirement plan assets. By naming the Phi Gamma Delta Educational Foundation as the primary beneficiary on the beneficiary designation form for a percentage (1-100) of your account's final value, you can make a tax-wise gift to support Phi Gamma Delta after your lifetime. \r\niS to Update Your u Will or Living Trust Naming the individuals and charities thatwil receive your assets after your lifetime can be a simple process, with most assets passing by the terms in your will. But if you would like to update or change your will, what should you do? The process is actually easier than you might think and con be done in a few quick steps. Locate a copy of your current will. Pull out the copy of " your will you hove filed owoy at home. If you can't find it, stop by your estate planning attorney's office and request a copy of your existing will or contact the office and have one sent to you. Mark what you would like to change. Look over your ^ current will and determine if you've experienced any life changes—such as a death or birth in the family, a move or a change in net worth—that would affect your current plan. If you wont to remember the causes closest to your heart, decide if you would like to moke o gift of cosh, real estate or other property. Another popular way is to give us a percentage of your estate after other gift Intentions to your loved ones hove been fulfilled. Meet with your estate planning attorney. Do not ^ attempt to change your will on your own. If you do, you may well Invite an expensive will contest. This is the job of your estate planning attorney—to help you properly moke changes to your will through a codicil. This document Is a formal amendment that allows you to moke additions or changes to your original will. For More Information Consulting on estate planning attorney Is a smart Investment that can save you money and heartache In the long run. Please seek legal advice when deciding who will get what in your estate plan. ''Little did I realize that ^ Kansas State and Phi Gamma Delta would take a naive teenager and give him opportunities he did not know existed, and the self-confidence to set and achieve goals." If you would like additional information about using your will to give to Phi Gamma Delta, feel free to contact Ben Robinson at brobinsoncaphigam.org or (859) 255-1848 xl33. -JAMES TAYLOR FOUNDING MEMBER OF KANSAS STATE PHI GAMMA DELTA \r\n-f• . 'i a J How You Can Help Ifthere were everatime to be inspired to take action, now is the time. Your generous contributions have allowed us to continue offering essential programs during the last decade and even introduce some new programs. All for the benefit and • Work to keep our operating costs low, so that your gift focuses on our mission and brothers. While there has been tremendous economic growth over the your gifts to support the mission of Phi Gamma Delto. lost 10 years, we were able to maintain and even expand our programming, all due to the generosity of brothers. As we look to the future and as the Fraternity and our chapters get larger, our We will: costs and the need for expanded programs increase. develnnment of our brothers. Here is an overview of how we use • Issue an estimated $295,000 in Triple-A freshman scholarships. • Distribute $233,000 for alcohol education, hazing prevention, leadership programming, mental health initiatives and community service. • Offer the 4th year of The Leadership Institute, a week-long, values-based program. Each chapter may send a brother without cost to them. Estimated $160,000 expense. As you think about how you can help Phi Gamma Delta to prosper and stay healthy, a gift through your estate may offer a way for you to do that. If you have questions or would like more information, please contact Ben Robinson. Phi Gamma Delta Educational Foundation Ben Robinson • Executive Director • P.O. Box 4599 Lexington, KY 40544-4599 (859) 255-1848 xl33 brobinson@phigom.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.