SOCIETY & ESTATE PLANNING
Bridge Builder Society – Estate Planning
The Bridge Builder Society is reserved for Betas and Friends of Beta who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. More than 220 Betas and Friends of Beta have made the Beta Foundation beneficiaries of estate gifts such as bequests, life insurance policies, charitable remainder trusts, charitable gift annuities, living revocable trusts, or various retirement plans.
Most Common Ways to Make a Planned Gift
Charitable Bequest – Include language in your will or living trust that leaves cash, securities, property or a percentage of your estate to the Beta Foundation. (for sample language, click here.) Now you can complete a will for free by clicking the icon below:
Retirement Plan Beneficiary – Name the Beta Foundation as a beneficiary of your 401(k), IRA or other retirement plan.
Life Insurance Policy – Name the Beta Foundation as the owner and/or beneficiary of a life insurance policy.
If you would like to join The Bridge Builder Society, simply complete the Planned Gift Verification Form and mail it to the Beta Theta Pi Foundation at PO Box 6277, Oxford, OH 45056.
If you would like more information about The Bridge Builder Society, or would like to discuss other planned gift options such as charitable gift annuities, charitable remainder trusts or gifts of property, please contact Foundation Director Jonathan Brant, Miami ’75, at 317.319.5510 or email@example.com.
The essence of The Bride Builder Society is best summarized by The Bridge Builder poem:
The Bridge Builder
An old man going a lone highway
Came in the evening, cold and gray,
To a chasm vast, both deep and wide,
The old man crossed in the twilight dim;
The swollen stream was as naught to him;
But he stopped when safe on the farther side
And built a bridge to span the tide.
“Old man,” said a fellow pilgrim near,
“You are wasting your strength in labor here;
Your journey will end with the closing day,
You never again will pass this way.
You’ve crossed the chasm deep and wide
Why build you this bridge at eventide?”