It's simple: Just a few sentences in your will or trust are all that is needed. The following language is acceptable for inclusion of any DU alumnus:
"I hererby give, devise, and bequeath to the Delta Upsilon Educational Foundation, with headquarters at 8705 Founders Road, Indianapolis, Indiana, the sum of $_______; the following described property:______; or ____% of the rest, residue or remainder of my estate, to be used for the general purposes of the Foundation as the Board of Trustees may direct."
If you've decided to shield your heirs from heavy income taxation by making a charitable donation of your retirement plan assets upon your death, simply contact your retirement plan administrator for a change of beneficiary form. Then decide what percentage you would like Delta Upsilon Educational Foundation to receive, and name us, along with the percentage, on the beneficiary form.
Gifts of Stocks/Securities
Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for more than one year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself.
Contact your insurance company to arrange for assignment of ownership of the policy at its current value to Delta Upsilon Education Foundation.
Let Us Know
If you are considering a gift, plan to make a gift, or need help at any point in your process, please call us and let us know. It's important to us to acknowledge your contribution and make sure we follow through on your wishes and intentions.
We Can Help
Contact Justin Kirk, Boise State '00, Executive Director at 317-875-8900 Ext. 213 or firstname.lastname@example.org with any questions about gifts to the Delta Upsilon Educational Foundation. We're happy to help, without obligation.