Planned Gifts

Planned gifts offer donors the opportunity to remember Gamma Phi Beta in their estate.

Planned gifts offer donors the opportunity to remember Gamma Phi Beta in their estate. Any donor who has arranged bequests, life income gifts (annuities or trusts) or gifts of life insurance for the Foundation becomes a member of the prestigious Tau Epsilon Pi Society.  Gifts to the Foundation can be designated or unrestricted, according to the donor's wishes.    

Planned gifts to the Foundation include:

  • Stocks, bonds or mutual funds 
  • Real estate 
  • Retirement plan assets 
  • Life insurance assets 
  • Bequests, charitable remainder trusts, charitable lead trusts    

The Gamma Phi Beta Foundation reminds you to always confer with your legal representative when making estate planning decisions.

The Tau Epsilon Pi Society

Gamma Phi Beta Foundation’s Tau Epsilon Pi Society (TEII) is made up of nearly 200 members who have arranged gifts to the Foundation through thoughtful estate planning. Gifts to the Foundation can be designated or unrestricted, according to a donor’s wishes. Any donor who has included the Foundation in their estate plans is a member of the prestigious Tau Epsilon Pi Society.

Questions? Email the Foundation.

Planned Giving Intent Form

If you have included or wish to include the Gamma Phi Beta Foundation in your will or estate plans, please complete the form below so that we can understand and properly honor your intentions for your gift, and recognize you as a member of the Tau Epsilon Pi Society.