Planned Giving

LEAVE A LASTING IMPACT ON THE MIDWEST.

CONSIDER A LEGACY (PLANNED) GIFT TO DELTA INSTITUTE.

MAKING A BEQUEST THROUGH YOUR WILL

Bequests are simple and straightforward. As you plan your philanthropic legacy, consider including Delta Institute in your will. You can change your bequest beneficiaries at any time if your needs or circumstances change. Below are common types of bequests along with sample language to consider, or to share with a trusted advisor:

Fixed-Dollar Bequest

These bequests leave Delta a set donation dollar amount.

I bequeath to Delta Institute, a 501c3 nonprofit (Tax ID: 36-4210191) located at 35 E. Wacker Drive, Suite 1200, Chicago, IL 60601, the sum of $___________ and/or (specifically described property).

Percentage-based Bequest

These bequests are a percentage of your estate, which allows for them to grow as your assets do.

I bequeath to Delta Institute, a 501c3 nonprofit (Tax ID: 36-4210191) located at 35 E. Wacker Drive, Suite 1200, Chicago, IL 60601, an amount equal to ____% of the net value of my estate as finally determined by federal estate tax purposes.

Residual Bequest

These bequests first distribute your estate to loved ones, then provide the remaining funds to Delta.

I devise the residue of my estate, after the completion of all specified bequests and the payment of all taxes and other costs attending my death, to Delta Institute, a 501c3 nonprofit (Tax ID: 36-4210191) located at 35 E. Wacker Drive, Suite 1200, Chicago, IL 60601.

Contingent Bequest

This type of bequest anticipates that you wish to leave your entire estate to loved ones; in the event that you outlive any of your beneficiaries this bequest designates Delta to receive that portion of your estate.

Should (full legal name of the beneficiary) not survive me, I designate Delta Institute, a 501c3 nonprofit (Tax ID: 36-4210191) located at 35 E. Wacker Drive, Suite 1200, Chicago, IL 60601 as the recipient of their portion of my estate.

DESIGNATING DELTA INSTITUTE AS A BENEFICIARY IN INVESTMENT ACCOUNTS OR LIFE INSURANCE

In addition to bequests, another popular way to leave your legacy is by designating DELTA INSTITUTE as a beneficiary on specific accounts:

Banking and Investment Accounts

Most banking accounts, ranging from everyday savings to long-term investment accounts, have Payable On Death (POD) beneficiaries. These can be set up for either a fixed dollar or percentage amount.

Setting this up is likely as simple as contacting your bank or investment manager to share with them that you would like to list DELTA INSTITUTE as a “POD beneficiary.” They will most likely need the following information:

Delta Institute
35 E. Wacker Drive, Suite 1200
Chicago, IL 60601
Phone: 312-554-0900

Life Insurance

You may list DELTA INSTITUTE as a beneficiary for either a fixed-dollar or percentage amount of your life insurance policy. Simply share the below information with your insurance broker:

Delta Institute
35 E. Wacker Drive, Suite 1200
Chicago, IL 60601
Phone: 312-554-0900

If you have any questions regarding the impact a planned gift could make for Delta Institute, please contact Sidney Freitag-Fey, Director of Development and Communications, at sfreitagfey@delta-institute.org or 312-651-4344. Thank you again for kindly considering Delta Institute and our work to make all Midwestern communities and landscapes thrive through an integrated approach to environmental, economic, and social challenges.

Disclaimer: The planned giving information on this page is intended to assist you in your long-term charitable planning. It is not legal advice and should not be relied upon as such. Please consult with your attorney, accountant, estate planner, or other trusted advisor for professional advice and to discuss how this information can assist as you consider your long-term financial and philanthropic goals.

Support Us

Create a thriving Midwest for tomorrow by supporting Delta today.