Marianne Reid Wild, Kansas Alpha

Planned gifts are the ultimate investment in the Pi Beta Phi Foundation's mission, a final expression of your sense of responsibility in using your accumulated resources for public good. 

Pi Beta Phi’s planned giving society honors the late Grand President Emerita Marianne Reid Wild who was the first alumna to name the Pi Beta Phi Foundation as the primary beneficiary of her estate. Through her deferred gift, Mrs. Wild provided financial support for Pi Beta Phi educational and leadership programming which she was unable to give during her lifetime.

Planned gifts to the Foundation may take any of the following forms:

  • Bequests - The most common form of planned giving is a bequest made through a will or an estate plan.  A bequest may be made to a beneficiary, such as the Pi Beta Phi Foundation, in a specific dollar amount, a percentage of the estate or as a residual gift.
  • Sample bequest wording might read:  "I hereby give, devise and bequeath to the PI BETA PHI FOUNDATION, a Missouri non-profit located in Town & Country, Missouri, (the sum of $_____, or ___ percent of my estate, or the remainder of my estate when other bequests have been paid, or the following described property:  _____)."
  • Stock Gifts - A gift of stock can be made at any time.  Donating highly appreciated assets is an excellent way to avoid capital gains tax. To initiate such a gift, the donor’s investment manager or stock broker would contact the Foundation’s investment advisor directly to make arrangements for transfer of assets.  Please ensure that the donor’s name is conveyed with the transfer so that we may properly acknowledge the gift. Contact information and delivery instructions and for stock gifts are as  follows:

    Pi Beta Phi Investment Manager: Wachovia Securities (Appleton, Wisconsin)
    Contact: Mike Ferris    Phone: 800-545-3141
    Delivery Instructions:
    DTC # 141
    Further credit to First Clearing LLC account #6236-0994
     
  • Life Insurance or Retirement Plan - A gift to the Pi Beta Phi Foundation may be made by naming the Foundation as the irrevocable beneficiary of a life insurance policy or retirement plan.
  • Charitable Trusts - Charitable Trusts come in many formats. Generally, this vehicle enables a donor to make a gift of cash or property to a charity while the donor receives income, tax deduction, capital gain and/or estate tax benefits. Upon the donor's death, the Foundation becomes the beneficiary of the trust.

Getting Advice for your Planned Giving Program
Donors are solely responsible for setting up their planned giving programs. We recommend that you work with your local attorney and financial advisor to establish a planned giving program that works for you.